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Anne M. Meyer

Anne Meyer’s practice is concentrated in employee benefits, including compliance with the requirements of the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (“ERISA”).  Anne recognizes that employee compensation and benefits are an employer's primary tool to attract and retain talented employees, so she uses her knowledge to assist clients in making appropriate business decisions relating to their employee benefit plans and programs.

Anne advises clients on matters relating to the tax-qualification of pension and savings plans, nonqualified deferred compensation plans and health care reform (the Patient Protection and Affordance Care Act of 2010).  She also regularly assists clients in correction of violations under Department of Labor and Internal Revenue Service correction programs.

Anne also is a co-chair of the firm’s Hiring Committee.

Representative Matters

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  • Assisted publicly held company with the revision of its executive compensation programs for compliance with Section 409A of the Internal Revenue Code
  • Advised diversified family-held business with its day-to-day benefits matters including partial termination of 401(k) plan
  • Assisted Fortune 1000 company on design, implementation and operation of non-qualified deferred compensation plans for Section 409A compliance
  • Assisted publicly held company with amendments to its cash balance plan for compliance with the Internal Revenue Code and subsequent favorable determination letters
  • Assisted publicly held company with sale of a significant portion of the business and the realigning of its benefit programs in connection with the sale
  • Assisted publicly held technology company on day-to-day benefits matters including plan corrections under IRS’ Employee Plans Compliance Resolution System
  • Assisted publicly traded company with restatement and consolidation of defined benefit plans that previously consisted of numerous separate defined benefit plans
  • Assisted numerous large and small employers with the determination of whether domestic relations orders satisfy the qualification requirements of the Internal Revenue Code and ERISA

Education

  • University of Iowa College of Law (J.D., with distinction, 2002)
    • Writer and Symposium Editor, Journal of Transnational Law and Contemporary Problems
  • University of Iowa, Bordeaux Comparative Law Program (Arcachon, France, Summer 2000)
  • Loras College (B.A., Business, Physical Education, maxima cum laude, 1998)

Court Admissions

  • Supreme Court of Arizona
  • United States District Court, District of Arizona

Professional Memberships & Activities

  • State Bar of Arizona
    • Tax Section
      • Seminar Chair, State Bar of Arizona Annual Convention (2013)
  • American Bar Association
    • Section of Taxation
      • Joint Counsel on Employee Benefits meeting with IRS and Treasury, Scrivener (2007-present)
      • Employee Benefits Committee's Distributions Subcommittee, Vice-Chair (2012-present)
      • Employee Benefits Committee's Distributions Subcommittee, Young Lawyer Liaison (2009-2012)
      • Employee Benefits Committee's Defined Benefit Subcommittee, Young Lawyer Liaison (2007-2009)
  • Western Pension and Benefits Conference, Phoenix Chapter
    • Steering Committee Member (2007-present)
    • President Elect (2012-2013)
    • Secretary (2008-2009)

Representative Presentations & Publications

  • Plan Loan Issues – Part II, Moderator, ABA Section of Taxation Annual Meeting, Employee Benefits Distributions Subcommittee (May 2013)
  • Impact of Budgetary and Tax Negotiations, Moderator, ABA Joint Committee on Employee Benefits Government Invitational (March 2013)
  • Plan Loan Issues, Moderator, ABA Section of Taxation Midyear Meeting, Employee Benefits Distributions Subcommittee (January 2013)
  • Is it Prudent?  An Introduction to ERISA’s Fiduciary Rules, ERISA Seminar Series, CBIZ and Mayer Hoffman McCann P.C. (November 2012)
  • ERISA Basics: "Nuts and Bolts" of 401(k) Plans – An Overview, Speaker, ABA Joint Committee on Employee Benefits, Teleconference (October 2012)
  • To Err is Human: Common Qualified Plan Errors, Third Annual 401(k) Fiduciary Fiesta (May 2012)
  • Final and Proposed Hybrid Plan Regulations, Speaker, Western Pension & Benefits Conference, Phoenix Chapter (April 2011)
  • Department of Labor Issues Final Fee Disclosure Regulation for Qualified Plans, Snell & Wilmer Employee Benefits Update (March 2012)
  • 2011 End of Year Plan Sponsor "To Do" Lists, Snell & Wilmer Employee Benefits Update (November 2011)
  • Department of Labor Issues Extension for Disclosure Rules for Qualified Plans, Snell & Wilmer Employee Benefits Update (September 2011)
  • In-Plan Roth Conversions May Require Plan Sponsors to Take Immediate Action, Co-Author, Tax Law News, a publication of the Tax Law Section of the State Bar of Arizona (December 2010)
  • The Effects of Health Care Reform on Small Businesses and Their Employees, Arizona Hispanic Chamber of Commerce (November 2010)
  • PBGC Provides Guidance on Employer Liability Due to Substantial Cessation of Operations, Snell & Wilmer Employee Benefits Update (October 2010)
  • In-Plan Roth Conversions May Require Plan Sponsors to Take Immediate Action, Snell & Wilmer Employee Benefits Update (October 2010)
  • DOL Issues Final Rules Relating to Qualified Domestic Relations Orders, Snell & Wilmer Employee Benefits Update (August 2010)
  • New Grandfathered Plan Rules Have Important Implications for Existing Group Health Plans, Snell & Wilmer Health Care Alert (July 2010)
  • 2009 End of Year Plan Sponsor “To Do” Lists, Snell & Wilmer Employee Benefits Update (November 2009)
  • Department of Labor Issues Guidance on Annual Funding Notice Requirements for Defined Benefit Plans, Snell & Wilmer Employee Benefits Update (March 2009)
  • Everyday Ethics: A Practical Guide for Employee Benefits Counsel, American Bar Association Midyear Meeting, Lake Las Vegas, Nevada (January 2008)

Professional Recognition & Awards

  • Southwest Super Lawyers® - Rising Stars Edition, Employee Benefits/ERISA (2012-2013)
  • Nolan Fellow, American Bar Association Section of Taxation (2009)

Community Involvement

  • UMOM New Day Centers, Inc., Board of Directors (2012-present)
  • Iowa Law School Foundation, Class Agent
  • Youth Evaluation and Treatment Centers, Board of Directors (2009-2012)
  • Valley Leadership Institute, Class 33

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