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Jennifer Neilsson is a partner in King & Spalding’s Global Human Capital & Compliance practice. Jennifer focuses her practice on assisting the Firm’s clients (both managers and investors) with investment-related issues that arise for employee benefits plans subject to ERISA Title I. Specifically, she focuses on ERISA issues that arise in connection with the structuring and operation of private funds, investor negotiations in connection with fund raising activities, and ongoing compliance. She has in-depth knowledge assisting private funds avoid being subject to the fiduciary obligations arising under ERISA by complying with the “venture capital operating companies”, “real estate operating companies”, or “25% test” exceptions under the plan asset regulation.
Additionally, Jennifer assists clients with identifying issues arising under, and in compliance with, the Internal Revenue Code, ERISA and applicable regulatory requirements related to retirement plans and executive compensation arrangements. She is well-versed in drafting plan documents, plan amendments, participant communication and helping clients navigate retirement plan corrections and Internal Revenue Service and Department of Labor audits. Finally, Jennifer advises with respect to U.S. tax issues that arise in the global work force, including employer withholding obligations, FBAR filings, FATCA compliance.
Jennifer is a frequent speaker at conferences and panels on ERISA Title I and private equity matters.
Recent Publications:
Co-Author, “Tax Reporting and Withholding on Pension Payments”, Benefits Magazine, Vol. 50, No. 1, January 2013.
Recent Speaking Engagements:
- Co-Presenter, Governmental, Taft-Hartley, IRA and Non-U.S. Investors, PLI’s Pension Plan Investments 2020: Current Perspectives, October 13, 2020.
- Co-Presenter, “28th Amendment: The Philadelphia Legals have Landed, Fund terms and side letters”, Albourne’s 2019 Client Event- PhiladALPHia, October 23, 2019.
- Moderator, “A Conversation on Women in Private Equity”, D.C., Maryland, and Virginia Private Equity Summit, December 6, 2018.
- Presenter, “The Anatomy of an Investment Management Agreement”, Chicago Bar Association, Employee Benefits Subsection, March 7, 2018.
- Presenter, “Trends and Developments in Investing Plan Assets”, Chicago Bar Association, Employee Benefits Subsection, April 28, 2017.
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