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Stacey Grundman
Senior Attorney
Stacey Grundman advises clients on employee benefits and executive compensation matters, including the design, implementation, governance, operation and regulatory compliance of qualified and nonqualified retirement plans, equity and executive compensation arrangements, and health and welfare plans.
Her practice covers the complex range of employee benefits and executive compensation issues that arise under ERISA and the Internal Revenue Service (IRS) Code, as well as issues facing public and collectively bargained pension plans. Stacey regularly addresses the fiduciary, plan governance and prohibited transaction issues that that arise in the employee benefits and executive compensation context. She also applies her comprehensive knowledge of employee benefits and executive compensation to corporate transactions, including control group liability issues and executive compensation negotiations. Stacey advises clients on health and welfare plans and voluntary employees’ beneficiary associations (VEBA), helping them stay in compliance with applicable requirements under the Affordable Care Act, Consolidated Omnibus Budget Reconciliation Act (COBRA), and Health Insurance Portability and Accountability Act (HIPAA). She also prepares and reviews plan documents and related materials. In addition, Stacey monitors legislative and regulatory developments, keeping clients aware of the policy developments that affect them, and assists clients in advancing their own policy priorities.
Stacey’s prior professional experience includes the US Department of Labor and the Internal Revenue Service, where she focused on qualified retirement plans. She also served as a judicial law clerk to the Honorable Ellen Segal Huvelle of the US District Court for the District of Columbia and worked for members of both the US House of Representatives and the US Senate.
- Responding to day-to-day inquiries and counseling on employee benefit matters for a variety of private and publicly traded corporations and other business entities, including many with employee stock ownership plans (ESOPs).
- Applying comprehensive knowledge of employee benefits to provide due diligence support, analyze transaction documents, analyze application of 409A and 280G, and provide post-closing advice in connection with mergers and acquisitions.
- Evaluating corporate transactions with respect to employment and benefits compliance for insurers, and providing representations and warranties coverage to buyers.
- Designing and drafting US and non-US equity and incentive plans and award agreements.
- Designing and implementing qualified plan corrections measures and preparing IRS and US Department of Labor (DOL) filings, as needed, as well as serving as a resource for affected plan participants.
- Supported a successful effort to obtain IRS approval for transfer of excess defined benefit plan assets to a qualified replacement plan.
Education
- Georgetown University Law Center, J.D.
- Georgetown University, M.A.
- Brown University, B.A.
Admissions
- District of Columbia, 2002
- Maryland, 2005
- Recognized in The Best Lawyers in America 2021 and 2023: Ones to Watch for Labor and Employment Law – Employee Benefits in Washington DC