The SG&F ESOP Paralegals ensure that our clients have plan documents with the qualification requirements of the Internal Revenue Code ensuring ESOP Compliance. The ESOP Paralegals handles all of the firm’s submissions for favorable determination letters as well as any EPCRS filings.
Barbara has more than 23 years of employee benefit consulting experience, particularly in the areas of legal compliance, design and administration of employee benefit plans. Barbara has expertise in the review of domestic relation orders for plan administrators, development of policies for plan administrators to comply with the Internal Revenue Code and the Employee Retirement... Read More
Linda Kluska has been serving SG&F clients since 2003 in the firm’s New Jersey office. She has more than 30 years of professional experience, including working in a corporate setting as well as for civil law firms that concentrated on real estate transactions and general legal services. Linda is a graduate of the Katharine Gibbs... Read More
Missy Woessner, RP® is a National Federation of Paralegal Associations PACE registered paralegal in the firm’s office in Burlington, Vermont. Missy has extensive experience focusing on advanced estate planning, estate administration, corporate law and Employee Stock Ownership Plans. Missy holds a Bachelor of Arts in Professional Studies from Johnson State College and an Associate Degree... Read More