Lawyer Bio : Elisa A. Cawood

Elisa A. Cawood

Charlotte

Elisa is an Employee Benefits/ERISA attorney having broad experience with both retirement and welfare plans and related compliance issues for a variety of clients.

Her experience includes: 

  • Advising clients on issues involving qualified and nonqualified retirement plans and welfare plans; 
  • Assisting clients with legal compliance and planning for employee benefit plans, including 401(k)/profit sharing, 403(b), defined benefit, ESOP, and cafeteria plans;
  • Drafting and amending retirement and welfare plan documents; 
  • Analyzing business structures and relationships to determine presence of controlled or affiliated service groups; 
  • Analyzing legislation and IRS rulings requiring amendments to employee benefit plans; 
  • Preparing plan corrections and submissions under the IRS' EPCRS program and the DOL's Voluntary Correction Programs; 
  • Preparing determination letter applications for retirement plans with respect to required restatements and plan terminations; 
  • Advocating for and assist clients with IRS and DOL plan audits; 
  • Assisting clients with employee benefit issues arising from corporate acquisitions.

Additional Biography Info

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Professional Activities

Admitted to the bar, 2008, North Carolina; 2003, Florida; 2002, Missouri; 1999, Kentucky.

Education

B.A., 1996, Transylvania University, Accounting and Finance, magna cum laude.

J.D., 1999, University of Kentucky College of Law; Associate Editor, Kentucky Law Journal.

Prior Legal Experience

Associate, Kane and Koltun, Attorneys at Law, Maitland, FL, 2003 – 2008.

Associate, Thompson Coburn LLP, St. Louis, MO, 2001-2003.

Associate, Wyatt, Tarrant & Combs, LLP, Lexington, KY, 1999-2001.

Areas of Proficiency

  • Employee Benefits

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