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MEGHAN J. SCHUBMEHL

Meghan Schubmehl is a member of the firm’s Employee Benefits and Executive Compensation group. She counsels clients on the design, drafting, implementation and ongoing operation of retirement plans, health and welfare plans and cafeteria plans.

What do you focus on?

I focus my practice on three primary areas:

Retirement Plans

I assist clients with the successful implementation and operation of various types of retirement plans, including pension, profit-sharing, 401(k) and 403(b) plans. I draft plan documents and summary plan descriptions, respond to plan documents and operational failures through the Internal Revenue Service’s Employee Plans Compliance Resolution System and counsel retirement plan committees on their fiduciary responsibilities under ERISA. My experience also includes advising individuals on the tax and estate planning implications of retirement plans and executive compensation arrangements.

Health and Welfare Plans

I counsel clients on issues related to health and welfare plans, such as group health plans, group insurance plans and cafeteria plans. I advise clients on their responsibilities under federal mandates that affect such plans, including COBRA, HIPAA and the Affordable Care Act.

Executive Compensation

I have experience helping clients on issues related to non-qualified deferred compensation plans, supplemental executive retirement plans and severance plans. I have also worked with clients to draft employment agreements for their executives.

What do you see on the horizon?

I have been watching developments associated with the Supreme Court decision striking down the Defense of Marriage Act and expect to see employers reevaluating and adapting benefits to account for its effects.

Media Clips

  • Nextpert: Passing on the family business
    Democrat and Chronicle | June 12, 2013

    Rochester Private Clients associate Meghan Schubmehl authored this column discussing family business succession planning.

  • Dealing with a Changing State Tax Landscape
    Franchising World | March 1, 2012

    This column, authored by Boston Global Tax partner Scott Susko and Rochester Private Clients associate Meghan Schubmehl, notes that franchisors should anticipate increased taxes as a result of the proliferation of the economic nexus theory.

Ideas

Meghan J. Schubmehl