Ms. Wakefield is a partner in the Charlotte office and focuses her practice on employee benefits. She regularly advises clients on the design, implementation and administration of tax-qualified retirement plans such as 401(k), profit sharing, traditional pension and cash balance plans. She also assists clients with issues relating to welfare benefit plans, including ACA, ERISA, COBRA and HIPAA compliance; negotiation of administrative services agreements; the design, implementation and administration of group health plans, cafeteria plans, health savings accounts (HSAs) and health reimbursement arrangements (HRAs); and other aspects of consumer-driven healthcare.
Ms. Wakefield provides clients with advice in other benefits areas as well, including nonqualified deferred compensation plans; equity plans; compliance with reporting and disclosure requirements; correction of qualified plan defects and related submissions under the Internal Revenue Service and Department of Labor voluntary correction programs; and mergers and acquisitions.
Partner with K&L Gates since 2009 and associate from 2005 to 2009. Prior to joining K&L Gates, Ms. Wakefield was an employee benefits associate in a regional law firm.