Diane Wilcox has over 30 years of experience representing employers and plan sponsors, resolving complex government compliance issues related to retirement plans and health and welfare plans. She develops creative solutions by navigating the complex, overlapping and ever-changing statutory, regulatory and procedural landscape as governed by multiple agencies.
Diane focuses her practice on establishing, maintaining and terminating qualified and non-qualified defined contribution and defined benefit retirement plans, and advising her clients on all types of issues related to the maintenance of health and welfare benefit plans. She addresses compliance issues on all types of employee benefit programs by counseling her clients on the often complex tax-qualification, tax exemption and excise tax requirements imposed by the U.S. Tax Code, plus ERISA’s disclosure, reporting, fiduciary and plan termination insurance requirements for single and multiemployer pension plans.
Diane helps her clients navigate any compliance issues with the requirements outlined by the Internal Revenue Service, the Department of Labor’s Employee Benefits Security Administration (EBSA) and the Pension Benefit Guaranty Corporation (PBGC). In particular, she advises employers, plan sponsors and plan service providers by devising and implementing robust solutions in response to inquiries and examinations initiated by independent accountants and government oversight agencies.