Patricia L. Beaty

Patricia Beaty concentrates her practice in the area of employee benefits and executive compensation. She has experience in the design, implementation and administration of single employer and multiemployer defined benefit plans as well as money purchase, profit sharing, stock bonus, employee stock ownership, performance plans, non-qualified deferred compensation plans, 401(k) and 403(b) plans, Section 125 “cafeteria” plans and Voluntary Employees’ Beneficiary Association trusts (VEBAs). Ms. Beaty also has experience in auditing plans for compliance failures and represents the firm’s clients before the Internal Revenue Service and the Department of Labor on a variety of issues, including audits by both agencies and correction of operational failures under the Internal Revenue Service Employee Plans Compliance Resolution System and fiduciary issues under the Department of Labor’s Voluntary Fiduciary Correction Program. Her further experience involves working with clients on issues relating to fiduciary compliance under the Employee Retirement Income Security Act of 1974 (ERISA), QDROs, COBRA, HIPAA, new comparability or “cross tested” plans, cash balance plans and recent legislation affecting all aspects of employee benefits.

Education

• Indiana University Robert H. McKinney School of Law in Indianapolis, Indiana (J.D., 2000)
• Ball State University, Muncie, Indiana (B.S., 1991)

Bar Admissions

• Indiana, 2000

Professional Associations

• Certified Employee Benefit Specialist (CEBS)
• American Bar Association Committee on Employee Benefits (Member)
• Indiana Benefits Conference (Past Chairperson)
• Indianapolis Bar Association (Member)

Seminars and Presentations

• "What Happens to Retiree Benefits in Bankruptcy", AMMRC, April 2012 
• "DOL Disclosure Rules: Beginning July 1, 2012 - What Plan Sponsors Need to Know Now" Krieg DeVault Web Conference, April 2012
• "New Fee Disclosure Requirements - A Legal View of What the Service Provider Needs to Provide in Order to Comply with the New Fee Disclosure Rules", SunGard/Relius Midwest Pension Conference, May 2011
• Panel Speaker for Indianapolis SHRM Meeting, July 2010
• “Employee Benefit Issues in Mergers and Acquisitions”, Lorman Education Services, March 2007
• “Highlights of the Pension Protection Act of 2006”, Illiana Estate Planning Council, January 2007