Callan Carter is a partner in the San Francisco office and a member of the firm's Employee Benefits Practice Group. Callan has practiced employee benefits law since 1997, advising clients on plan design, drafting, implementation and termination of qualified retirement plans, health and welfare plans (including state and local mandated benefits), fringe benefit programs, and non-qualified deferred compensation arrangements. She advises clients on complex application of qualified and welfare plan non-discrimination rules, IRS and DOL correction programs, prohibited transactions, fiduciary issues, determination letters, controlled group determinations, and benefits issues in mergers and acquisitions. Callan works extensively with IRS Code Section 409A deferred compensation rules, as well as drafts plan and ancillary documents to comply with Section 409A. Callan is also experienced with professional employee organizations (PEOs) and the unique benefits issues surrounding co-employment relationships. Callan also co-authored the firm's health and welfare plan compliance kits for COBRA, HIPAA Privacy, HIPAA Security, HIPAA Portability and USERRA. She also negotiates contracts with insurance companies and other health and welfare plan vendors. Before joining the firm, Callan was a tax specialist with a Big Four accounting firm.
Compliance and the Affordable Care Act - Webinar
December 6, 2012
Healthcare Reform: What Employers Need to Know Now
Kids R Kids
March 21, 2013
Key Components of Healthcare Reform
March 28, 2013 & April 9, 2013