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. Professional AffiliationsRetirement Income Task Force, American Benefits Council Honors & DistinctionsSenior Editor, UBC Law Review
Past Events Groom Webinar: It’s Not Too Late! What Employers Need to Do With Their Retirement Plans Before Year End (November 23, 2021) Groom WebinarNovember 23, 2021
Publications 2021 Retirement Plan Year-End Amendments and Operational Compliance Groom PublicationNovember 8, 2021
Publications IRS Announces Opening of the Second 403(b) Pre-Approved Plan Cycle Groom PublicationSeptember 8, 2021
Publications IRS Clarifies Partial Plan Termination Relief Under 2020 Legislation Groom PublicationMay 3, 2021
News Groom Law Group Continues to Grow With the Addition of Five New Attorneys and the Promotion of Three Of Counsel Press ReleaseJanuary 11, 2021
Publications IRS Guidance on SECURE Act Provides More Detail on Changes to Safe Harbor Plans Groom PublicationDecember 28, 2020