Mark Carolan practices in the employee benefits and tax areas, focusing primarily on Title II of ERISA. Mark’s work covers all types of employee benefit plans, including qualified plans, non-qualified deferred compensation plans, and governmental plans. Prior to joining the firm, Mark worked as an actuarial consultant for a wide variety of retirement plans. He is a Fellow of the Society of Actuaries and keeps an active involvement in the organization. Previous Experience Actuarial Consultant, Aon Hewitt Professional Affiliations Fellow of the Society of Actuaries Clerkships Clerk for the Honorable David L. Knutson, State of Minnesota First Judicial District
Publications SECURE Act and Spending Bills – Impact on Plan Sponsors Groom Benefits Brief January 22, 2020
Publications SECURE Act Testing Relief for Closed/Frozen Defined Benefit Plans Groom Benefits Brief January 10, 2020
Publications IRS Proposes Update to Minimum Required Distribution Rules Groom Benefits Brief November 21, 2019
Publications IRS Finalizes Changes in Hardship Distribution Rules Groom Benefits Brief September 30, 2019
Publications Pepsi Avoids Retirees’ Claims Challenging Benefit Conversion Factors Groom Benefits Brief September 27, 2019
Publications IRS Counsel Memo is Reminder That Employers May Not Currently Deduct Contributions of Their Own Debt Securities Groom Benefits Brief September 5, 2019
Publications Plaintiffs Claim Victory in First Ruling Challenging DB Plan Actuarial Assumptions Groom Benefits Brief July 19, 2019
Publications Growing Number of Lawsuits Claim “Old” Mortality Tables Deprive Participants of Benefits – An Update Groom Benefits Brief June 6, 2019