Zachary advises clients on matters related to qualified retirement plans governed by the Employee Retirement Income Security Act of 1974 (“ERISA”), including with respect to plan administration and compliance with ERISA and the Internal Revenue Code (the “Code”). He provides counsel to health and welfare plan sponsors on plan design and compliance issues arising under ERISA and relevant healthcare laws, such as the Affordable Care Act (ACA) and the Health Insurance Portability and Accountability Act (HIPAA). Zachary also advises on retiree medical trust matters including implementing health reimbursement arrangements and compliance with rules and regulations under the Code. In addition, Zachary drafts ERISA plan documents such as summary plan descriptions and plan amendments, analyzes investment of ERISA plan assets in collective investment trusts and partnerships, and negotiates and prepare service provider agreements, insurance policies, and investment policies. Prior to joining The Wagner Law Group, Zachary served as an associate at a Los Angeles law firm as well as one the country’s largest accounting firms.
New York University, New York, NY - B.S., Sports Management, May 2011