Rosie Zaklad’s practice involves the design, implementation and ongoing administration of retirement plans, including defined benefit, defined contribution, and tax-deferred annuity plans. She focuses on tax-qualified plan compliance issues, including Internal Revenue Service audits, rulings, and corrections. Rosie has extensive experience assisting plan sponsors in navigating the plan termination process, including preparing employee communications, obtaining agency approvals, and responding to post-termination audits. She has also represented clients in responding to Department of Labor and Pension Benefit Guaranty Corporation inquiries, investigations, and audits. While at Groom, Rosie has counseled clients on a wide range of retirement plan issues in connection with corporate transactions and spinoffs, including distributions, plan loans, company stock, record retention, and treatment of transferring employees. She has also advised on tax and ERISA issues in connection with the post-merger integration of retirement plans. Rosie joined Groom’s Plan Design and Taxation Practice Group in 2010 from an international law firm where she advised clients on the ERISA, tax, and securities law aspects of employee benefits and executive compensation. Professional Affiliations DC Bar, Tax Section Chair, Distributions Subcommittee, Employee Benefits Committee, Tax Section, American Bar Association Clerkships Clerk to the Honorable Russell F. Canan, Superior Court of the District of Columbia Honors & Distinctions Next Generation Partner, The Legal 500 US, Employee benefits, executive compensation and retirement plans: design (2020) Contributing Author, ERISA: A Comprehensive Guide (4th Edition) Managing Editor, The George Washington International Law Review
Past Events Groom Webinar: Election 2020 – Impact on Plan Sponsors in 2021 and Beyond (December 1, 2020) Groom WebinarDecember 1, 2020
Publications IRS and PBGC Give Sponsors Until January 4, 2021 to Make Contributions Under the CARES Act Groom PublicationNovember 18, 2020
Publications IRS Issues Final Regulations Updating Minimum Required Distribution Rules Groom PublicationNovember 17, 2020
Publications The IRS Provides Relief for Mid-Year Reductions in Employer Contributions to Safe Harbor Plans COVID-19 ResourceJuly 7, 2020
Publications IRS Guidance on 2020 Required Minimum Distribution Waivers and More COVID-19 ResourceJune 25, 2020
Publications IRS Issues Anticipated CARES Act Guidance On Plan Loans and Distributions COVID-19 ResourceJune 24, 2020
Past Events Webinar: CARES Act Revisited: IRS Issues Anticipated Guidance on Retirement Plan Distributions, Loans, and RMDs (July 2, 2020) COVID-19 Webinar SeriesJuly 2, 2020
Publications IRS Allows Remote Notarization of Participant Elections for 2020 COVID-19 ResourceJune 4, 2020