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Anne M. Meyer

Anne M. Meyer

Partner| Phoenix

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.

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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
  • Assisted publicly held company with amendments to its cash balance plan for compliance with the Internal Revenue Code and subsequent favorable determination letters
  • Advised both publicly held and privately held clients regarding ERISA and employee benefits issues in mergers and acquisitions, acting as counsel to both buyers and sellers
  • 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
  • Advised diversified family-held business with its day-to-day benefits matters including partial termination of 401(k) plan
  • 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
  • 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)
  • State Bar of Arizona
    • Tax Section
      • Executive Council, Member at Large (2014-present)
      • 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, Chair (2015-2016), Vice-Chair (2012-2015)
      • Employee Benefits Committee's Defined Benefit Subcommittee, Young Lawyer Liaison (2007-2009)
  • Western Pension and Benefits Council, Phoenix Chapter
    • President (2013-2014)
    • Secretary (2008-2009)
    • Board Member (2007-present)
  • "Issues in Qualified Domestic Relations Orders," Moderator, ABA Section of Taxation Joint Fall CLE Meeting, Employee Benefits Defined Benefit Plan and Distributions Subcommittee (September 2015)
  • "Hot Topics in Employee Benefits and Executive Compensation," Speaker, Snell & Wilmer (June 2015)
  • "Introduction to Fiduciary Outsourcing," Speaker, 2015 Western Pension and Benefits Council Spring Conference (May 2015)
  • "Top 10 Errors in Qualified Plans and How to Avoid Them," Speaker, Plan Sponsor Council of America’s 2013 National Conference (September 2013)
  • "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)
  • "ERISA Basics: 'Nuts and Bolts' of 401(k) Plans - An Overview," Speaker, ABA Joint Committee on Employee Benefits, Teleconference (October 2012)
  • "Final and Proposed Hybrid Plan Regulations," Speaker, Western Pension & Benefits Council, Phoenix Chapter (April 2011)
  • "The Effects of Health Care Reform on Small Businesses and Their Employees," Arizona Hispanic Chamber of Commerce (November 2010)
  • Southwest Super Lawyers®, Rising Stars Edition, Employee Benefits/ERISA (2012-2015)
  • Nolan Fellow, American Bar Association Section of Taxation (2009)
  • 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
  • Arizona
  • Supreme Court of Arizona
  • United States District Court, District of Arizona