Katy Zarolia Skattum

Katy Zarolia Skattum


Senior Counsel

 

Overview

Katy Skattum is an employee benefits and executive compensation attorney focusing her practice on compliance issues concerning qualified retirement plans, health and welfare plans, executive employment agreements, equity-based compensation, performance-based compensation and other nonqualified deferred compensation plans.

Representative Experience

Katy's representative experience includes:

  • Advise clients on qualified retirement plans, including plan design matters, required plan amendments and disclosures, determination letter applications, and identifying and correcting plan document and operational errors
  • Advise employers on group health plan issues related to compliance with the Patient Protection and Affordable Care Act, COBRA and HIPAA
  • Advise employers on designing their employee wellness programs to comply with HIPAA, the ADA and GINA
  • Counsel clients on employee benefit matters arising during mergers and acquisitions, including assessment of golden parachute arrangements and drafting of executive retention agreements
  • Advise clients regarding nonqualified deferred compensation plans subject to Code Sections 409A and 457
  • Draft and negotiate executive employment agreements, change in control agreements and severance agreements
  • Design equity-based compensation plans and award agreements for compliance with the tax code
  • Draft amendments, summary plan descriptions and participant disclosures to assist clients in keeping their retirement plans and welfare plans in compliance with current law
  • Assist clients in correcting qualified plan failures through the Employee Plans Compliance Resolution System, Voluntary Fiduciary Correction Program and Delinquent Filer Voluntary Compliance Program
  • Draft private letter ruling requests on behalf of clients seeking IRS guidance on specific employee-benefit-related issues

Professional Affiliations and Recognitions

  • Member, State Bar of Texas
  • Member, Dallas Bar Association
    • Employee Benefits/Executive Compensation Section