Monica A. Kelley

Principal
Monica A. Kelley Image
Direct: 612.632.3367

Support Staff

Anne Weinauer
Direct: 612.632.3372

Monica Kelley advises employers on a wide variety of issues related to their employee benefit arrangements, including health and welfare plans, retirement plans, and nonqualified deferred compensation plans. She also assists clients with navigating their participation in Taft-Hartley plans, understanding their fiduciary duties, and correcting errors in benefit plan administration. Her areas of expertise include the Affordable Care Act, HIPAA compliance, and employee benefit plans for tax-exempt and governmental entities.

Before entering private practice, Monica was a judicial law clerk for the Honorable Helen M. Meyer of the Supreme Court of Minnesota. Before going to law school, Monica taught French language and literature at Miami University (Ohio), Berea College, and DePauw University.

Experience

  • Served as ERISA/benefits counsel for a nonprofit multi-hospital health system
  • Served as ERISA/benefits counsel for several private colleges
  • Served as benefits counsel for a public hospital system
  • Served as benefits counsel for several local governmental entities
  • Provided benefits advice on a regular basis to an academic medical center
  • Provided benefits advice to buyers and sellers during M & A transactions
  • Negotiated service agreements for plan of large public company
  • Terminated defined benefit pension plan
  • Advised employers of all sizes regarding Affordable Care Act implementation
  • Advised employers with employees in Taft-Hartley plans regarding Affordable Care Act reporting
  • Assisted employer in negotiations with IRS to receive favorable determination letter on pension plan
  • Drafted and implemented new deferred compensation plan for multi-branch community bank
  • Provided fiduciary training to college retirement plan committee
  • Provided HIPAA training to workforce of employers sponsoring self-insured health plans
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