Angela Stockbridge Email and Phone Number

Advises clients on all aspects of employee benefits and executive compensation design, compliance, and administration. Addresses the complex business needs, compliance requirements, and human resources priorities including implementation, administration, and termination of employee benefits plans, including: Compliance and corrective measures with Internal Revenue Service and Department of Labor.Planning and execution relating to mergers, spin-offs, and acquisitions.Advising fiduciaries.Assisting with creative equity compensation interests, phantom equity, bonus incentive plans for public & private companies.Analyzing parachute payments under Section 280G and preparing related disclosures and shareholder cleansing votes. Drafting deferred compensation plans.Correcting Section 409A failures. Negotiating vendor contracts.Drafting communications to employees.Advising plan administrators on claims and appeals.

Section 280G analysis and Section 409A guidance as part of mergers & acquisitions diligence.Due diligence for M&A transactions for buyer-side and seller-side clients.Representation and warranty insurance for purchase agreements.HIPAA risk assessments and training for employees handling protected health information data and sensitive personal information.Implementation, administration, and termination of employee benefits plans.Negotiated noncompliance penalties with Internal Revenue Service and Department of Labor.Drafted profits interest agreements, phantom equity arrangements, and bonus incentive plans for public & private companies.Compensation disclosure & analysis for proxy statements.

Legal oversight of U.S. employee benefit plans and equity compensation, including vendor contract negotiation, EPCRS corrective action, and equity award agreements. Global M&A including employee benefits and employer policies. Policies on PTO, parental leave policies, disability benefits, and equity vesting. International post-acquisition employee integration matters, including oversight of government-required registrations, PEO terminations, spin-off plans, equity sub-plans, and employee communications.

Creative equity compensation solutions, including profits interests, phantom equity, and bonus incentive plans. Substantial experience advising public and private companies on the administration and compliance aspects of all health and welfare plans, retirement benefit plans, and executive compensation. Established compensation plans and arrangements, including change in control agreements with senior executives.Advised employers on appeals, deductibility of compensation.Assisted fiduciaries with compliance.

Provided counsel and advice on the administration and compliance aspects of all health and welfare plans, retirement benefit plans, and executive compensation for public company. Established executive compensation plans, including change in control agreement with senior executives. Advised compensation committee, investment committee, and benefits administration committee on appeals, deductibility of compensation, and fiduciary compliance. Prepared compensation disclosure and analysis for proxy statement and assists with preparing 8-Ks and 10-Ks relating to benefits and executive compensation plans. Drafted plan amendments and restatements, benefits provisions of purchase agreements for M&A activity. Negotiated contracts with vendors and assists with benefits-related litigation matters.

Provided guidance to health and welfare plan sponsors on compliance with the Affordable Care Act, COBRA, and HIPAA. Completed due diligence review for corporate mergers and acquisitions relating to employee benefit plans and executive compensation. Performed HIPAA training for large employers and assisted with HIPAA audit preparation. Advised on fiduciary matters, including corrections and audits. Assisted ESOP-focused employee benefits practice with compliance matters relating to Internal Revenue Code, Treasury Regulations, fiduciary matters, and corporate governance. Advised on the design, operation, and administration of tax-qualified and nonqualified retirement plans, including defined benefit and defined contribution plans. Ensured tax qualification and ERISA compliance of defined contribution and defined benefit plans, including filing for IRS determination letters and preparing EPCRS and VCP correction submissions, for Fortune 500 Company with 19,000 employees. Advised on compliance of wellness incentive programs in accordance with EEOC guidance.

Responsible for the regulatory compliance of health and retirement benefit program documents. Leads HIPAA "minimum necessary" data compliance review of all benefits vendors relating to the security of protected health information. Coordinates amendments to benefits-related contracts with supply chain management. Lead cross-organizational team in developing strategy to convert benefit programs to High Roads tool. As acting director in 4Q 2013, oversaw the completion of 54 medical program summaries of material modifications, 4 new medical summary plan descriptions, 4 restatements of savings plan documents, 18 restatements of pension plan documents, and the creation of a new umbrella plan.