Susan Chambers is a partner in the Tax & Estates Practice Group and is based in the firm's New Orleans office. She concentrates her practice on the regulatory, legal and business issues that arise in the drafting, implementation and administration of qualified retirement plans, executive compensation, and employee health and welfare plans. Ms. Chambers has been practicing tax law for more than 20 years and is certified as a Tax Specialist by the Louisiana Board of Legal Specialization.
In the area of qualified retirement plans and executive compensation, Ms. Chambers works with clients to address tax and fiduciary issues involved in cash balance plans, profit-sharing plans, money purchase plans, employee stock ownership plans ("ESOPs") and pension plans, as well as executive deferred compensation plans subject to IRS Code Section 409A. She has in-depth knowledge of Employee Retirement Income Security Act ("ERISA") fiduciary responsibilities, plan operations and administrative issues, plan audits, IRS program for correcting plan qualification defects, and Department of Labor ("DOL") voluntary fiduciary correction program. She has extensive experience in the drafting of plans, summary plan descriptions, associated resolutions and consents, and other required notices and disclosures to employees.
