Stacey Bradford
Counsel
Stacey works closely with clients to develop practical solutions that support business objectives while meeting regulatory requirements. She regularly provides guidance on plan-related due diligence, integration issues, and compliance obligations that arise during mergers, acquisitions, and other strategic transactions. She also advises on participant communications and disclosures, compliance testing, government filings, correction programs, audits, plan terminations, and controlled group and affiliated service group analyses.
Related Practices
Experience
Experience
Representative Matters
- Advised employers and other organizations on retirement plan and health and welfare plan compliance requirements
- Counseled clients on employee benefit plan issues arising in mergers, acquisitions, and other corporate transactions
- Assisted with the design, implementation, maintenance, and administration of tax-qualified employee benefit plans
- Advised on ERISA compliance, participant disclosures, and responses to participant claims
- Assisted clients with annual compliance testing, government filings, audits, and correction matters
- Counseled clients regarding plan terminations and controlled group and affiliated service group analyses
Insights
Insights
Credentials
Credentials
Education
- J.D. cum laude American University, Washington College of Law 1994
- B.A. International Affairs and French Lafayette College 1989
Bar Admissions
- District of Columbia
Professional Memberships and Activities
- Member, District of Columbia Bar Association
- Member, American Bar Association (ABA)
- Member, Washington, D.C. Estate Planning Council