Anne D. Greene

Anne Greene advises employers, plan sponsors, and fiduciary committees on a wide array of employee benefits matters, including aligning their programs and plan administration with ERISA, the Internal Revenue Code, COBRA, the Affordable Care Act (ACA), and other federal guidance. Her practice centers on day-to-day compliance, operational considerations, plan design, and fiduciary governance for retirement plans and health and welfare programs. As a member of Saul Ewing's Construction Practice, she has particular depth advising construction industry clients on their benefits programs.

On the retirement side, Anne counsels clients across the full range of qualified plan matters, including plan design, operational compliance, and the correction of qualification failures through IRS and DOL programs. She has experience with defined benefit plans, including advising on funding and compliance issues and guiding plans through termination, and with multiemployer plans, including withdrawal liability analysis and strategy.

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Anne's health and welfare work spans plan compliance and administration, cafeteria plans, and COBRA. She has extensive experience with the ACA, providing proactive compliance counseling on employer mandate obligations and reporting that accounts for the risk of enforcement actions and costly penalties while identifying strategies for preserving the value of benefits programs, and she assists employers in addressing IRS penalty assessments for alleged ACA violations.

Anne represents employers in disputes with the IRS and U.S. Department of Labor and guides clients through IRS and DOL correction programs to proactively resolve compliance issues. She assists with responses to document requests and with benefit plan claims and appeals, and provides substantive assistance on ERISA litigation matters, including interference claims under ERISA Section 510.

Anne also provides fiduciary counseling on employer-sponsored retirement and health and welfare plans, helping fiduciaries understand their legal duties, mitigate risk, and deliver workable benefits programs for their organizations and workforce.

In addition, Anne counsels companies on corporate transactions, including due diligence and guidance on the transition and integration of employee benefits following mergers, acquisitions, and other corporate deals.