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Michelle M. McCarthy

Partner at Fox Rothschild LLP
Los Angeles, California
Michelle is a Partner with Fox Rothschild LLP where she concentrates her practice in employee welfare plans (medical, retiree, dental, life insurance, severance, disability and cafeteria plans). Michelle has broad experience with employee benefits plans as well as federal and state taxation issues pertaining to both individuals and entities and has extensive experience designing, drafting and advising all types of qualified employee retirement plans, including 401(k), defined benefit, ESOPs, section 403(b) tax deferred annuities and section 457 plans. Michelle also advises employers on executive compensation issues (including top hat plans, executive employment agreements, rabbi trusts and fringe benefits) and represents clients in IRS and DOL audits, corrective programs and determination requests.

About Me

What services do you provide your clientel?
Plan documents
Summary plan descriptions
Summary of material modifications
COBRA and other participant notices
Claims and appeals procedures
Business associate agreements
Third-party administrative agreements
Fiduciary insurance documents
Stop-loss insurance documents
HIPAA privacy practices
Domestic partner coverage policies
Taxation policies
Withholding and reporting documentation
Third-party insurance documents
Investment policies
What topics have you lectured or presented on?
Affordable Care Act Update: What Employers Need To Do Now - November 3, 2015 - The State Bar of California

Understanding What Employers and Plans Must Report to the IRS and Employees to Comply with the ACA - January 9, 2015 Hosted By: California Society of Certified Public

Trust As An IRA Beneficiary - October 3, 2014, California Society of Certified Public Accountants

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Associations

Association Position
Free Arts for Abused Children Board of Directors
State Bar of California- Taxation Section, Los Angeles County Bar Association- Taxation Section- Chair, Western Pension and Benefits Committee- Los Angeles Chapter American Bar Association- Taxation Section Member
Women's Lawyers Association of Los Angeles, California State Bar- Compensation and Benefits Committee- Vice-Chair, Los Angeles Venture Association, Los Angeles Benefits Group, Member

Education

School Degree Graduation Year
University of San Diego School of Law J.D. 1998
University of San Diego Graduate Tax LLM Program LL.M. 1999
University of California Riverside B.A. 1995

Contact Information

Fox Rothschild LLP

1800 Century Park E Ste 300
Los Angeles, CA 90067