Amy P. WaltersAmy has over 20 years of experience advising employers regarding all aspects of retirement, welfare and executive compensation legal compliance. She advises private companies, non-profits and governmental entities concerning the formation, design and operation of qualified retirement plans, 403(b) and 457 plans, welfare benefit plans and executive compensation arrangements.
She assists clients with a variety of complex regulatory compliance and taxation issues, including resolving voluntary compliance, prohibited transaction and plan examination matters before the IRS and DOL. A major focus of Amy's practice emphasizes advising clients on a proactive approach to comprehensive ERISA fiduciary compliance.
Amy has substantial experience representing buyers and sellers in transactions and addressing post-transaction issues related to the merger, transition and integration of employee benefit plans.
In addition, Amy is a member of the firm’s Canada-U.S. Cross-Border practice and routinely advises Canadian companies regarding U.S. employee benefits compliance matters.
Every month, Amy and fellow Employee Benefits attorneys compile an Employee Benefits newsletter to highlight important changes and amendments throughout the industry. The monthly newsletters can be found in the Publications section of the Hodgson Russ website.