Amy P. Walters

Amy has over 20 years of experience advising employers regarding all aspects of retirement, welfare and executive compensation legal compliance. She advises private companies, non-profits and governmental entities concerning the formation, design and operation of qualified retirement plans, 403(b) and 457 plans, welfare benefit plans and executive compensation arrangements.

She assists clients with a variety of complex regulatory compliance and taxation issues, including resolving voluntary compliance, and plan examination matters before the IRS and DOL. A major focus of Amy's practice emphasizes advising clients on a proactive approach to comprehensive ERISA fiduciary compliance and governance.

Amy has substantial experience representing buyers and sellers in transactions and addressing post-transaction issues related to the merger, transition and integration of employee benefit plans.

Amy applies her employee benefits experience to assist home care entities in meeting their New York Wage Parity Act obligations, providing advice that is specific to Wage Parity, but also addresses compliance with the federal laws applicable to employee benefit plans.

Cross-Border Employee Benefits

Amy is a member of the firm’s Canada-U.S. Cross-Border practice and routinely advises Canadian companies and individuals regarding U.S. employee benefits compliance and tax matters. She assists Canadian companies entering the U.S. market through acquisition or otherwise on establishing and maintaining compliant retirement and welfare plans for U.S. employees, and on ensuring executive agreements conform to the requirements of the Code. She advises U.S. residents/citizens regarding the U.S. tax implications and reporting of Canadian registered retirement funds, under the Code and Tax Treaty.

Services

Education

University of Tulsa, B.S.

University of North Carolina - Chapel Hill, M.S.

Georgetown University Law Center, J.D., cum laude

Admissions

• Alaska
• New York