Belinda S. Morgan

Partner

Belinda S. Morgan

Partner

Belinda Morgan focuses her practice on employee benefits and executive compensation. In the employee benefits area, Belinda’s work centers on the design and administration of qualified retirement plans, including 401(k) plans, defined benefit pension plans, and 403(b) plans for non-profit employers.  With respect to executive compensation, Belinda counsels both for-profit and non-profit companies on establishing and maintaining all types of executive compensation programs, such as stock options, restricted stock, phantom stock arrangements, nonqualified deferred compensation arrangements (including 457(b) and 457(f) arrangements), and executive employment agreements. In addition, Belinda regularly provides specialist support for the benefits aspects of mergers and acquisitions, for both buy- and sell-side transactions.

Belinda is a partner in the firm’s Employee Benefits & Executive Compensation Practice, and is also a member of Foley’s Labor & Employment practice group and its Health Care & Life Sciences sector. She is also a member of the Chicago office’s Wellness Committee, which helps promote a culture of physical and mental well-being for the firm’s Chicago office.

Affiliations

  • American Bar Association Employee Benefits Section
  • Illinois State Bar Association
  • Chicago Bar Association

Publications and Presentations

  • Belinda has authored or co-authored numerous articles regarding recent developments in employee benefits and ERISA law. She is also a frequent speaker on Foley’s Employee Benefits Broadcasts, a series of web conferences that provide participants with knowledgeable insights on noteworthy employee benefits topics.
17 July 2024 Viewpoints

Code §457 Plans: Making the Best Choice for Your Nonprofit Organization

If we’ve said it once, we’ve said it a hundred times (ok, maybe just that one time) – recruiting and retaining top talent can be a headache for nonprofit organizations forced to compete against for-profit organizations offering sought-after executives hefty base salaries and generous equity packages.
25 June 2024 Deals and Wins

Foley Represents Sharethrough in Merger with Equativ

Foley & Lardner LLP is proud to have served as U.S. legal advisor to Montreal-headquartered Sharethrough in its merger with global
20 March 2024 Legal News: Employee Benefits Insights

To 457(b) or Not to 457(b): Five Rules You Must Follow to Keep Your 457(b) Plan Compliant

Recruiting and retaining top executives can be challenging for non-governmental tax-exempt organizations such as Code §501(c)(3) organizations, private universities, and certain healthcare organizations.
07 February 2024 Deals and Wins

Foley Represents Baker Tilly in Connection With Its Strategic Investment Led by Hellman & Friedman

Foley & Lardner LLP represented Baker Tilly, a leading advisory CPA firm, in connection with its strategic investment from private equity firms Hellman & Friedman and Valeas Capital Partners.
26 October 2023 Deals and Wins

Foley Advises Skyline Champion in Acquisition of Regional Homes

Foley & Lardner LLP served as legal advisor to Skyline Champion Corporation of Troy, Michigan, a leading producer of factory-built housing in North America, in its acquisition of Regional Homes, a manufactured and modular housing company built by Heath Jenkins of Mississippi.
19 October 2023 Legal News: Employee Benefits Insights

Diving Into SECURE 2.0: Changes Affecting Non-Profit and Governmental Employers

This month, we’re focusing on SECURE 2.0 changes specific to Internal Revenue Code (Code) Section 403(b) plans and governmental Code Section 457(b) plans sponsored by nonprofit hospitals, universities, charities, and governmental entities.