Joanna C. Kerpen focuses her practice on employee benefits tax and Employee Retirement Income Security Act (ERISA) matters related to 401(k), pension, health and welfare, and executive compensation plans, including designing, amending and administering such plans. She has extensive experience with the Patient Protection and Affordable Cart Act, and has advised clients on compliance with that act, as well as with the Health Insurance Portability and Accountability Act (HIPAA) and various other federal and state laws relevant to health and welfare plans.
Joanna also is adept at bringing executive compensation plans into compliance with Section 409A of the Internal Revenue Code. In addition, she monitors 401(k) plans and pension plans on a day-to-day basis for compliance with the Internal Revenue Code, ERISA, and other relevant laws and regulations.
Joanna has represented clients before the Department of Labor and Internal Revenue Service. She has assisted clients with voluntary correction filings under the Employee Plans Compliance Resolution System (EPCRS) and applications for determination letters on plan termination and tax-qualification.
While in law school, Joanna was the executive editor, student articles, and a published author in the Loyola Law Journal.