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Biography

Kellie assists plan sponsors with navigating complex regulatory requirements related to their health and welfare, retirement and executive compensation arrangements, including requirements under the Employee Retirement Income Security Act (ERISA), the Internal Revenue Code (the Code), the Affordable Care Act (ACA), the Consolidated Omnibus Budget Reconciliation Act (COBRA) and the Health Insurance Portability and Accountability Act (HIPAA).  She also reviews and negotiates the ERISA-related provisions of proposed pension plan investments on behalf of large pension funds.

Kellie routinely prepares plan documents, reviews agreements with third-party administrators and vendors, and advises on issues related to plan administration, including correction of retirement plan errors.  She also provides guidance on plan fiduciary and governance considerations, including those specific to multiple employer welfare arrangements (MEWAs) and association health plans.

In addition, Kellie assists employers with the creation of employer-assisted public charities, foundations, and programs that are designed to provide aid to employees and their families who have been negatively impacted by financial hardship, disaster, or emergency declaration, such as COVID-19.  Kellie counsels employers on program design and compliance with applicable IRS rules, including Code section 139 qualified disaster payments, and prepares formal program documents and employee application materials.

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Other Info About Kellie

Education

Law School

University of Louisville, Louis D. Brandeis School of Law, J.D., 2017, magna cum laude

Undergraduate School

Murray State University, B.A., English and Sociology, 2014, summa cum laude, Honors Program

Bar Membership

Kellie is licensed to practice in the following state:

Kentucky, 2017

Recognition

Local & National Recognition

Top Grade Awards, Employment Law, Dispute Resolution, Torts II, Basic Legal Skills

Samuel L. Greenbaum Excellence in Legal Writing Award

Member of the National Championship Team, Robert F. Wagner Labor and Employment Law Moot Court Competition, New York Law School, 2016

Professional Affiliations

Professional Affiliations & Memberships

Chair Elect, Kentucky Bar Association, Tax Section, 2020-2021

Board member, Apron, Inc.

Law Alumni Council Member, University of Louisville Brandeis School of Law, 2019-2022

Secretary, Kentucky Bar Association, Tax Section, 2019-2020

Young Professionals Association of Louisville (YPAL), Secretary and General Counsel, 2018-2019

Farnsley by 40 (Fund for the Arts), 2018-2020

Kentucky Bar Association, Member

Louisville Bar Association, Member                                            

Brandeis Honor Society, Top 5% of Law School Class

Major Publications