Stacey Bradford focuses primarily on qualified retirement plan issues. With multiple decades of benefits law experience, she has advised clients on issues including defined benefit and defined contribution plan implementation, design changes, operational compliance matters and corrections, mergers and spinoffs, and plan terminations. Stacey also has significant experience with cross-tested and variable benefit retirement plans. She represents clients before the IRS, the Department of Labor (DOL), and the Pension Benefit Guarantee Corporation (PBGC) in connection with audits, qualification submissions, corrections, and other matters. Her practice also encompasses executive compensation arrangements, stock-based benefit programs, federal and state income tax requirements, and health and welfare plans. Stacey advises a broad spectrum of clients, including financial institutions, tax-exempt organizations, corporations, governmental employers, and multiemployer Taft-Hartley plans. Professional Affiliations American Bar Association International Foundation of Employee Benefits Washington DC Estate Planning Council
Publications IRS Finalizes Changes in Hardship Distribution Rules Groom Benefits Brief September 30, 2019
Publications IRS Expands Determination Letter Program for Two Groups of Plans – Considerations for Plan Recordkeepers Groom Benefits Brief May 17, 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