Kelly L. Bley is an attorney in Holland & Knight's Philadelphia office who concentrates on all aspects of employee benefits law. Her primary focus is on the legal issues associated with tax-qualified retirement plans. She represents domestic and international employers of all sizes, both public and private, with regard to compliance with the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA).
Ms. Bley has significant experience working with large, multinational companies and advising them on the benefit plans that they sponsor. Ms. Bley partners with her clients to understand their business, culture and goals so that she can provide tailored advice with an eye toward the big picture. She has in-depth knowledge of drafting plan documents and amendments of 401(k), profit sharing defined contribution and defined benefit pension plans, drafting board materials and employee communications, advising plan sponsors on plan design issues, benefit claims and dispute resolution, and corporate transactions. Ms. Bley routinely advises clients on benefits design and strategy, de-risking options and company stock issues. She also advises fiduciary committees and makes presentations at fiduciary committee meetings.
Employers call on Ms. Bley to represent them before the Internal Revenue Service (IRS), the Department of Labor (DOL) and the Pension Benefit Guaranty Corporation (PBGC), as well as advise them regarding the complex issues associated with plan administration, both in a preventative capacity through the creation of administrative procedures and best practices, and with regard to IRS and DOL correction programs. Ms. Bley also regularly advises employers on day-to-day plan administration.
Ms. Bley previously served as in-house counsel for a bank holding company, where she served as head of the Compensation and Benefits Practice Group for the legal department. In this capacity, she served as the main internal point of contact for the human resources and compensation groups regarding qualified, non-qualified and welfare benefit plans for the organization. That familiarity with experiencing plan administration on a day-to-day basis makes Ms. Bley particularly well-suited to crafting successful solutions to real-life benefits issues in a practical, efficient manner. Prior to joining Holland & Knight, she was a partner in a large international law firm.
Please note that email communications to the firm through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this website. Click "accept" below to confirm that you have read and understand this notice.