Ms. McClarnon has more than 20 years of experience helping both retirement plan service providers and plan sponsors navigate Title I of the Employee Retirement Income Security Act (ERISA) and related tax qualification rules.
Her experience covers the full range of retirement solutions, including employer-sponsored qualified pension and profit sharing plans, 403(b) plans, individual retirement accounts, 457(b) plans, and nonqualified annuities. She also has a broad understanding of retirement plan products and services. She works with insurance companies, investment advisers, trust companies, and other financial service companies in the development of innovative retirement products. Ms. McClarnon often works side-by-side with Eversheds Sutherland (US) LLP's securities and insurance lawyers to provide collaborative advice in situations where compliance with both ERISA and the rules of the client's primary regulator are at issue.
Ms. McClarnon's experience also includes working with clients to proactively resolve potential compliance issues through ERISA prohibited transaction exemptions, private letter rulings, and Internal Revenue Service voluntary compliance programs. She is a leader in helping clients understand and respond to the evolving Department of Labor fiduciary rulemaking.