Kathleen O'Connor Adams

Compliance and Audit Experience

Kathleen understands all aspects of day-to-day compliance issues involving benefit plans and advises clients on maintaining compliance with evolving regulatory changes. She also counsels clients in making any necessary corrections for compliance failures, including under the Internal Revenue Service (IRS) Employee Plans Compliance Resolution System (EPCRS) and the Department of Labor (DOL) Voluntary Fiduciary Correction Program. She also assists clients in responding to and resolving DOL and IRS audits.

Mergers and Acquisitions Counsel

Kathleen counsels clients on employee benefits issues in the context of corporate mergers and acquisitions, and provides advice on post-transaction benefits structures and integration.

Previous Experience

Kathleen is a certified public accountant. Prior to joining the firm, she worked in the employee benefits field as a senior consultant at Ernst & Young LLP.