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Overview

Rachel supports Foster Garvey's ERISA and tax attorneys in the implementation and operation of ESOPs as well as other business matters including mergers, reorganizations and acquisitions.

With a background in pension administration and consulting, Rachel has more than 30 years of experience. She is responsible for plan document preparation and submission; ongoing document maintenance for more than 100 defined contribution plans, including summary plan descriptions, amendments, corporate resolutions, plan terminations and IRS compliance resolution programs; and the preparation of DOL audit responses and Voluntary Fiduciary Compliance Program applications. Rachel also updates the annual stock records for dozens of ESOP-owned companies and assists with corporate maintenance and due diligence matters.

Education

B.A., University of Washington, Business Administration

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