Kelly Ann Brogan’s practice encompasses employee benefits plans for public and private-sector single and multiemployer pension and health and welfare funds. Much of Kelly’s work involves Taft-Hartley Plans jointly administered by unions and employer management and any issue those funds encounter, including reporting requirements, audits and fund administration. These collectively bargained plans are subject to ERISA, Taft-Hartley Act and Pension Protection Act provisions and are regulated by agencies such as the IRS, the Department of Labor, the Pension Benefit Guaranty Corporation and the Department of Justice.
She advises on benefit and tax issues and assists clients in drafting and amending qualified and nonqualified retirement plans; drafting employee health and welfare plans; securing IRS approval of new and amended qualified retirement plans; addressing class action settlement claims; reviewing new benefit options; setting up and administering welfare funds and reviewing Qualified Domestic Relations Orders and Qualified Medical Child Support Orders.
Prior to entering private practice, Kelly was an ERISA / tax consultant with Ernst & Young in Philadelphia. In that capacity she researched tax and ERISA-related issues, resolved qualified plan compliance matters and drafted a variety of benefits plans.
WHAT INSPIRES ME ABOUT MY WORK
“I’m inspired by working with our clients to provide better health and welfare and pension benefits for their members and their families.”
AWAY FROM WORK
“You can always find me at one of my sons’ sporting events. With several nephews and nieces nearby, you can find me at their events, too. I love traveling, especially traveling with family. And I read for fun! That’s something my sons just don’t understand.”