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I focus my practice in the areas of employee benefits law, executive compensation and taxation. I’ve more than 20 years of experience analyzing regulations under the Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA) and applying those rules to a range of benefits plans such as qualified retirement (401(k), 403(b), profit-sharing and pension plans), welfare benefits plans, non-qualified deferred compensation plans and equity-based compensation plans. Because many types of employee benefits involve the use of insurance policies, I have significant experience evaluating and advising clients with respect to health insurance products, the use of life insurance as a funding mechanism for deferred compensation and business succession planning and the advantages and disadvantages of self-insuring certain benefits.
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PartnerPierson Ferdinand LlpPhiladelphia, Pa, Us -
ShareholderSaxton & Stump, Llc Jun 2019 - PresentLancaster, Pennsylvania, UsChair of the firm’s Employee Benefits and Executive Compensation practice group and a member of the Labor and Employment, Tax and Tax controversy, and Business and Corporate groups. -
Erisa, Employee Benefits And Executive Compensation AttorneyFisherbroyles, Llp Jul 2017 - May 2019Atlanta, Georgia, Us -
Erisa, Employee Benefits And Executive Compensation AttorneyMcnees Wallace & Nurick Llc Jun 2014 - Jun 2017Harrisburg, Pa, Us -
Employee Benefits & Executive Compensation AssociateFox Rothschild Llp Jan 2007 - Nov 2012Philadelphia, Pa, UsMaintain full accountability for managing a diverse caseload, with an emphasis on employee benefits andexecutive compensation. Closely analyze rules and regulations set forth under Internal Revenue Code of 1986, as amended (Code) and Employee Retirement Income Security Act of 1974, as amended (ERISA). Apply strategic planning, prioritization, and management skills toward consistently achieving critical deadlines while maintaining high quality standards. Represent a broad range of clients and provide administrative guidance on matters involving employee benefit plans, as well as counseling governmental and tax-exempt entities involving Code section 403(b) and 457(b) plans. Researched, analyzed, and authored deferred compensation arrangements for compliance with Code section 409A and its related regulations. Supported clients in implementing and terminating employee benefit plans and developing deferred compensation plans, equity-based incentive plans such as stock option, and phantom stock and restricted stock award agreements. Conducted all aspects of due diligence involving employee benefit matters in mergers and acquisition transactions. -
AssociateSteiker Fischer Edwards & Greenapple Sep 2005 - Oct 2006Developed a strong proficiency in employee stock ownership plan (ESOP) transactions and managementsuccession programs. Conducted due diligence reviews in preparation of ESOP transactions and managed sophisticated document transactions, including stock purchase agreements, loan documents, stock pledge agreements, and resolutions approving the ESOP transactions. Drafted ESOP documents, summary plan descriptions, and other related documents in compliance with Code and ERISA. Evaluated and summarized new and updated rules governing nonqualified deferred compensation arrangements under Code section 409A. Created and executed nonqualified deferred compensation arrangements and equity-based compensation arrangements.
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AssociateSmith & Downey Dec 2004 - Sep 2005Collaboratively worked with a diverse range of clients on nonqualified plan amendments in accordance withCode section 409A. Proactively identified issues and developed targeted solutions to maximize clientsatisfaction.
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AssociateStevens & Lee, P.C. Aug 1998 - Dec 2002- Responsible for providing administrative guidance to clients with respect to employee benefit plans (defined benefit, defined contribution, welfare benefit and nonqualified deferred compensation plans);- Prepared qualified plan and amendments required to maintain qualification;- Assisted clients in implementing and terminating employee benefit plans;- Performed extensive legal research regarding employee benefits and executive compensation issues;- Performed due diligence with respect to employee benefit matters in mergers and acquisition transactions;- Developed policies, procedures and notices in accordance with the HIPAA privacy rules; and- Developed procedures and notices in accordance with the Consolidated Omnibus Budget Reconciliation Act of 1986 (COBRA).
Sarah Ivy Skills
Sarah Ivy Education Details
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Penn State Dickinson LawJuris Doctor -
Frostburg State UniversityAccounting
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The Dickinson School Of Law Of The Pennsylvania State UniversityJuris Doctor
Frequently Asked Questions about Sarah Ivy
What company does Sarah Ivy work for?
Sarah Ivy works for Pierson Ferdinand Llp
What is Sarah Ivy's role at the current company?
Sarah Ivy's current role is Partner.
What is Sarah Ivy's email address?
Sarah Ivy's email address is si****@****mwn.com
What is Sarah Ivy's direct phone number?
Sarah Ivy's direct phone number is +171723*****
What schools did Sarah Ivy attend?
Sarah Ivy attended Penn State Dickinson Law, Frostburg State University, The Dickinson School Of Law Of The Pennsylvania State University.
What skills is Sarah Ivy known for?
Sarah Ivy has skills like Erisa, Employee Benefits, Deferred Compensation, Executive Pay, Mergers And Acquisitions, Succession Planning, Esop, Legal Research, Pensions, Defined Benefit, Estate Planning, Cobra.
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