Kelsey A. O'Gorman
Senior Counsel
Kelsey A. O’Gorman is a member of the firm’s Employee Benefits & Executive Compensation Practice. She focuses her practice on executive compensation and retirement plans for public and private companies, which includes:
- Drafting and advising clients with respect to cash incentive, equity, phantom equity, and deferred compensation plans and executive employment, severance and change in control agreements
- Drafting and reviewing executive compensation disclosures under the Securities Exchange Act of 1934, including proxy statements, beneficial ownership reports, and periodic reports
- Helping clients navigate compliance with Internal Revenue Code Sections 409A and 280G and securities laws
- Providing advice on executive compensation trends, best practices and proxy advisory firms’ views of executive compensation voting policies
- Counseling clients on design and compliance questions with respect to their 401(k) plans and defined benefit pension plans, including pension plan terminations
- Addressing retirement plan operational errors
- Providing employee benefits support on corporate transactions, including mergers and acquisitions, SPAC transactions, spin-offs, and initial public offerings
Affiliations
- Wisconsin Bar Association
- Milwaukee Bar Association
Reminder: Qualified Professional Asset Managers (QPAM) Notice Deadline is September 15, 2024
Earlier this year, the Department of Labor updated the prohibited transaction exemption for Qualified Professional Asset Managers, often referred to as the “QPAM exemption.”
Foley Represents Ora in Strategic Investment from The Vistria Group to Accelerate Global Impact in Ophthalmic Research
Foley & Lardner LLP represented Ora, a leading global full-service ophthalmic drug and device development firm, in its recapitalization by The Vistria Group, a middle-market private investment firm.
Foley Represents AI Pioneer Matterport in Definitive Agreement to be Acquired by CoStar Group
Foley & Lardner LLP is representing Matterport, Inc. in its proposed acquisition by CoStar Group for an estimated equity value of approximately $2.1 billion and an enterprise value of approximately $1.6 billion.
Webinar Key Takeaways: Feeling Insecure About SECURE 2.0? A Discussion for Retirement Plan Sponsors
SECURE 2.0 significantly changed the legal and administrative compliance landscape for retirement plans. Foley recently hosted a webinar where Leigh Riley, Kathleen Bardunias, and Kelsey O’Gorman discussed key provisions of SECURE 2.0 that will impact your 401(k) and pension plans.
Feeling Insecure About SECURE 2.0? A Discussion for Retirement Plan Sponsors
SECURE 2.0 significantly changed the legal and administrative compliance landscape for retirement plans. Foley & Lardner’s Employee Benefits & Executive Compensation team invites you to attend this informative webinar discussing key provisions of SECURE 2.0 that will impact your 401(k) and pension plans as well as providing insights and suggestions for administering your company-sponsored retirement plans in light of these new rules and related best practices.
And The Crowd Goes Wild: IRS Delays SECURE 2.0 Roth Catch-Up Rule Until 2026
While most of the country was gearing up for the U.S. Open, retirement plan sponsors and service providers collectively celebrated a big win on August 25 when the IRS delayed the new Roth catch-up rule until January 1, 2026.