Kelly A. Geloneck advises clients on an array of federal tax and ERISA matters regarding employee benefits. Her practice encompasses qualified retirement plans, governmental plans, executive compensation, federal income and employment tax reporting, and ERISA plan litigation. Prior to her legal career, Kelly was an associate with Mercer Consulting in Los Angeles where she analyzed and developed executive compensation structures with a focus on long-term and deferred compensation arrangements. Previous Experience Intern to the General Counsel, United States Small Business Administration Judicial Intern, The Honorable Rayford A. Means, Philadelphia Court of Common Pleas Human Capital Associate, Mercer Consulting Honors & Distinctions Executive Editor, University of Pennsylvania Journal of International Law, Vol. 34
Publications IRS Finalizes Changes in Hardship Distribution Rules Groom Benefits Brief September 30, 2019
Publications Challenge to Governmental Plan Status of Hospital Plans Dismissed Groom Benefits Brief September 11, 2019
Publications District Court Holds That a Public Library Plan is Not a Governmental Plan Groom Benefits Brief April 29, 2019
Publications Settlement in Vanderbilt 403(b) Case Raises Plan Data Questions Groom Benefits Brief April 25, 2019
Publications Settlement in Vanderbilt 403(b) Case Raises Plan Data Questions Groom Benefits Brief April 24, 2019
Publications Making Sure Your Plan Language Matches What You Are Doing – New Class Action Lawsuit Examines How a Common Definition of “Compensation” Was Applied Groom Benefits Brief January 3, 2019
Publications Relief for 403(b) Plans Regarding the Exclusion of Part-Time Employees Groom Benefits Brief December 19, 2018
Publications With Year-End Deadline Looming IRS Issues Much Anticipated Hardship Guidance Groom Benefits Brief November 16, 2018
Publications Environmental, Social and Governance Factors Get Further Attention by OECD, International Pension Supervisors June 29, 2017