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.

Monica works to develop proactive employee benefits solutions for her clients that strengthen their workforce while minimizing their exposure to legal risk. Clients trust her ability to see the complete picture of their employee benefit needs, collaborating with the client’s vendors and benefit providers, as well as other specialists within her practice group, to ensure the full range of perspectives are represented in the benefit planning and implementation process.

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
  • Negotiated 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 retirement plan committees
  • Provided HIPAA training to workforce of employers sponsoring self-insured health plans
  • Assisted employers in completion of IRS voluntary correction programs for retirement plan errors
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