Kaitlyn S. LagasseyStockholder
Kaitlyn serves as counsel to jointly administered employee benefit funds with assets ranging from several million to several billion dollars. She strives to keep clients in compliance with complex and sometimes overwhelming legal rules. Kaitlyn counsels clients on how to maintain the tax qualified status of their plans and meet their fiduciary duties.
Kaitlyn advises clients on the practical application of various federal laws to the operation and administration of their employee benefit plans. Her advice often includes explanations of the Taft-Hartley Act, ERISA, COBRA, HIPAA, ACA, Medicare Part D, the Pension Protection Act and the Internal Revenue Code. In addition, Kaitlyn’s services include drafting notices required by the federal government, assisting in plan design and benefit improvement issues, attending and reporting at client meetings, reviewing and determining the qualified status of domestic relations orders, negotiating and drafting service provider agreements, and acting as a general resource to clients.
Kaitlyn uses her technical knowledge and understanding of the law to educate clients while providing dedicated and personalized service. Due to the size and complexity of multiemployer plans, she makes a consistent effort to work closely with trustees, fund office staff, and other professional service providers and vendors to find comprehensive solutions.
- Updated and drafted revised summary plan descriptions for health fund, annuity fund, and pension fund clients.
- Drafted updated apprenticeship standards for apprenticeship training fund clients.
- Drafted Qualified Domestic Relations Order (QDRO) procedures and form QDROs for several annuity and pension fund clients.
- Assisted clients with performing a Request for Proposal (RFP) for collection counsel, auditing services, and investment consultant. This included drafting the RFP, analyzing the results, interviewing the finalists and negotiating final contracts.
- Negotiated and drafted contracts with some of the largest managed health care providers on behalf of clients.
- Guided retirement plans through the restatement process, which included securing favorable determination letters from the Internal Revenue Service.
- Performed several HIPAA breach analyses for health funds arising from a potential compromise of protected health information and electronic protected health information.
- Multiemployer Benefit Plans
- State of Connecticut
- University of Connecticut School of Law, J.D.
- University of Connecticut, B.A. (magna cum laude)
Professional & Community Involvement
- International Foundation of Employee Benefit Plans
- Connecticut Bar Association
- American Bar Association
- Read to a Child
Publications & Speaking Engagements
- “Spring 2015 - Health Benefit Litigation Update,” Benefits Law Insider (June 2015)
- “Sixth Circuit Revisits and Reverses Disgorgement Award,” Benefits Law Insider (April 2015)
- “Proposed Regulations Pertaining to Summary of Benefits and Coverage,” Benefits Law Insider (January 2015)
- “EEOC Files Second and Third Challenges Against Employee Wellness Programs,” Benefits Law Insider (December 2014)
- “EEOC Lawsuit Challenges Orion Energy Wellness Program,” Benefits Law Insider (September 2014)
- “Hobby Lobby May Foreshadow Religious Challenges to Other ACA Mandates,” Benefits Law Insider (July 2014)