Ann Caresani advises employers and service providers regarding designing and operating executive compensation and employee benefit plans that help attract and retain talent, and comply with myriad legal requirements. She breaks complex concepts down into understandable terms. She also tackles anything that might keep you up at night, such as merger and acquisition transactions, IRS audits, Department of Labor investigations and Employee Retirement Income Security Act (ERISA) litigation.
Ann is a trusted advisor to business owners, board members, executives, in-house counsel and professional service advisors. As a business attorney and certified public accountant with an M.B.A., Ann has the business perspective needed to assist clients with their strategic objectives, such as business succession planning and mergers and acquisitions. She works closely with her BakerHostetler colleagues with various areas of expertise to ensure that clients’ needs are timely and efficiently met.
Ann focuses her practice on employee retirement and health and welfare benefits, ERISA, employee stock ownership plans (ESOPs) and executive compensation. She counsels employers on the design, administration, problem resolution and termination of their employee benefit and executive compensation programs. Ann also represents parties in ERISA litigation, ranging from matters such as class action pension claims, breach of fiduciary duty and prohibited transaction claims, to bankruptcy trustee claims involving 403(b) plan assets.
Ann is Band 2-ranked in Chambers USA 2021 for her work in Employee Benefits & Executive Compensation (Ohio), where sources note that she is "adept at applying the law to unique circumstances and driving towards strategic goals." Clients describe her as "responsive and knowledgeable," and add: "Her communication skills are first-rate."