Katina K. Gorman

Katina Gorman represents Taft-Hartley multiemployer fringe benefit funds including health and welfare funds; defined benefit pension funds; defined contribution pension funds; 401(k) funds; VEBAs; and other ancillary fringe benefit funds. She represents clients to ensure compliance with ERISA, IRC, MPRA, HIPAA, PPACA, and any other relevant laws.  

Katina is well versed in drafting plan documents, trust documents, summary plan descriptions, plan and trust amendments, policies and procedures, SMMs, SBCs, and other participant notifications and communications.  

Additionally, she is experienced in negotiating service provider contracts, investment management agreements and BAAs for welfare plans. She routinely reviews investment documents for clients, including private placement memoranda and limited partnership agreements, and she has substantial experience preparing corresponding side letter agreements, and completing the necessary subscription documents to execute multimillion-dollar investments.  

Katina is keenly aware of regulatory changes that may affect her clients. She drafts client memoranda outlining pertinent and relevant legal updates to ensure clients are kept abreast of the ever-changing legal landscape.  

Professional Affiliations

Member, International Foundation of Employee Benefit Plans

Experience

• Actively and routinely navigates investigations and audits form the Department of Labor and the Internal Revenue Service.  
• Negotiated multiple agreements with the Internal Revenue Service using the Voluntary Correction Program.  
• Negotiated a settlement with the Department of Labor on behalf of a defined benefit pension plan that inadvertently inserted a benefit improvement into the plan document as a result of a scrivener’s error dating 20 years prior (prior to NTC’s representation of the client).  
• Assisted a supplemental unemployment benefits fund in providing documentation to the IRS to avoid an audit.  
• Worked on behalf of a 401(k) fund client to provide requested documentation to the Department of Labor, as well as participate in interviews with the Department of Labor.

Honors & Recognitions

Super Lawyers, Michigan Rising Star - Employee Benefits, 2021

The John Marshall Law School
- John Marshall Law Review, Production Editor, Lead Articles Editor
- Order of John Marshall Honors Society
- Judge Conrad B. Duberstein National Bankruptcy Moot Court Competitor