Anne Meyer’s practice is concentrated on employee benefits and executive compensation, including compliance with the requirements of the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (“ERISA”). Anne has more than 20 years of experience in counseling private and public companies and nonprofit organizations on all aspects of employee benefits including Section 401(k) and defined contribution plans, defined benefit and cash balance plans, equity compensation programs, and nonqualified and deferred compensation arrangements, including issues relating to Section 409A deferred compensation rules. Anne’s practice also includes advising clients on health and welfare arrangements, fringe benefit programs and employee benefit and executive compensation matters related to corporate mergers and acquisitions. She also routinely advises clients on ERISA fiduciary and prohibited transaction matters and represents clients before the IRS, DOL and PBGC on matters related to employee benefits.
Anne is a contributor to Snell & Wilmer’s SW Benefits Blog, which offers analysis and commentary on employee benefits and executive compensation matters.
Drafted equity plans for publicly traded energy and technology companies
Represented a variety of clients in the amendment, freezing, merger, partial termination and termination of retirement plans
Assisted clients in their correction of plan errors including preparing applications under the IRS’s and DOL’s correction programs and negotiating settlements under such programs
Advised both publicly held and privately held clients regarding employee benefits and executive compensation issues in mergers and acquisitions, acting as counsel to both buyers and sellers
Assisted public and private companies with correction of plan document and administrative errors relating to Section 409A of the Internal Revenue Code
Advised clients on negotiation and drafting employment and severance agreements with senior executives of publicly and privately held companies and non-profit organizations
Advised on administrative rules governing qualified tuition program under Section 529 of the Internal Revenue Code
Advised and trained clients on ERISA fiduciary duties and assisted ERISA fiduciaries with the review and negotiation of investment manager, investment adviser and consulting agreements
Drafted and reviewed policies and procedures related to qualified domestic relations orders for defined benefit and defined contribution plans and advised clients on issues related to the implementation and qualification of domestic relations orders
University of Iowa College of Law (J.D., with distinction)
Writer and Symposium Editor, Journal of Transnational Law and Contemporary Problems
University of Iowa, Bordeaux Comparative Law Program (Arcachon, France)
Loras College (B.A., Business, Physical Education, maxima cum laude)
State Bar of Arizona
Tax Section
Chair (2020-2021)
Chair Elect (2019-2020)
Budget Officer (2017-2018)
Secretary (2016-2017)
Executive Council, Member at Large (2014-2016)
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 (2007-2018)
''Employee Benefits Unveiled: Crucial Compliance Nuggets You Didn’t Know You Needed,'' Co-Presenter, Western Pension and Benefits Council 2024 Spring Conference (April 11, 2024)
''SECURE 2.0 - Where are We Now?'', Speaker, ABA Virtual 2023 Fall Tax Meeting (October 16, 2023)
“Changes to Self-Corrections and Recovery of Overpayments” Presenter, Snell & Wilmer Virtual CLE Series (June 13, 2023)
''Qualified Plan Issues in Corporate Transactions” Presenter, ABA Joint Committee on Employee Benefits, 2023 Employee Benefits in Mergers & Acquisitions National Institute (May 23, 2023)
“Executive Compensation Update: CARES Act, Incentive Compensation, Tax Cuts and Jobs Act – Section 162(m),” Presenter, Thirteenth Annual Proxy Season Update Webinar (January 7, 2021)
“ERISA Fiduciary Training,” Presenter, Members of ERISA Fiduciary Employee Committee, HR Department and Legal Team of an Arizona-Based Health Care Provider (December 4, 2020)
“ERISA Fiduciary Training,” Presenter, Members of ERISA Fiduciary Employee Committee, HR Department and Legal Team of an Energy Holding Company (August 2020)
“ERISA Fiduciary Training,” Presenter, Members of ERISA Fiduciary Employee Committee, HR Department and Legal Team of an Electric Utility Company (May 2020)
“Emerging Trends in Employee Benefit Plan Design and Administration,” Speaker, ABA TIPS Mid-Winter Symposium on Insurance and Employee Benefits (January 2018)
“Employee Benefits Deferred Benefit Plans and Distributions Update,” Panelist, 2017 ABA Section of Taxation Joint Fall Meeting (September 2017)
“Employee Benefits Deferred Benefit Plans and Distributions Update,” Panelist, 2017 ABA Section of Taxation Midyear Meeting (February 2017)
The Best Lawyers in America®, Employee Benefits (ERISA) Law (2019-2024)
AZ Business Leaders, AZ Business Leaders Magazine (2020, 2022)
Chambers USA: America's Leading Lawyers for Business®, Employment & Labor (2019); Employee Benefits (2020-2023)
Southwest Super Lawyers®, Employee Benefits (2022, 2024)