Joanne Jacobson has extensive experience advising corporations, tax-exempt organizations, governmental employers, and financial institutions on a broad range of employee benefits and executive compensation issues. Her expertise covers numerous topics affecting employer sponsored tax-qualified retirement plans, nonqualified deferred compensation plans, equity compensation programs, executive employee agreements, and health and welfare arrangements. In addition to plan design, implementation and administration, Joanne helps plan sponsors navigate the benefits issues related to mergers and acquisitions and the termination of pension plans. She advises plan benefit committees on their fiduciary obligations and guides employers through internal compliance audits and responds to audits and investigations by the IRS, DOL and PBGC.
Prior to joining Groom, Joanne was a principal at Buck, an integrated HR and benefits consulting, technology and administration services firm.