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Mary is nationally recognized as a retirement plan expert, having worked with small and large companies in designing and administration of retirement programs. Her practice includes all types of employee benefit plans, including executive compensation programs. Mary's practice also includes estate planning and trust administration. She serves as an adjunct professor at Hamline University School of Law teaching "Pensions and Employee Benefits." Bar Admissions Minnesota, 2008 Professional Associations & Memberships International Society of Certified Employee Benefit Specialist, 1985-present Midwest Pension Conference, 1988-present Minneapolis Pension Council, 2000-present Board of Directors, Children's Home Society & Family Services, 1998-present Finance Committee, Corpus Christi Church, Roseville, MN, 2003-present CEBS Committee, International Foundation of Employee Benefit Plans, 2008-present Education Hamline University School of Law, St. Paul, MN, 2008 J.D. University of Virginia, Charlottesville, VA, 1975 M.A. University of Chicago, Chicago, IL, 1972 A.B. Certifications Certified Employee Benefit Specialist (CEBS) Experience ESOP Evaluation Worked with a company that was assessing whether to establish an Employee Stock Ownership Plan or not. Evaluated the legal and financial impacts as well as the employee communication challenges. 401(k) Plan Design Developed a new 401(k) plan package for a financial firm to offer to its clients. Wrote employee communication material as well as designed and delivered the training program for the staff. 401(k) Plan Error Worked with a company to identify and correct plan administrative errors in the 401(k) plan. Established new procedures to avoid future errors. Personal Trust Provided an assessment of the competitive need, the legal requirements, and the internal systems requirement for a financial firm to implement a new personal trust offering. Defined Benefit Plan Assisted a multiple-employer plan to evaluate the impact of freezing the DB plan; worked with them to communicate the decision to the boards of directors and the employees; and then helped the different employers design alternative retirement plans for employees.
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