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Todd Cleary is a shareholder in the firm's Employee Benefits Practice Group. Todd works extensively with retirement plans, such as ESOPs, pension, profit sharing, 401(k), cash balance, SIMPLE and SEP plans. Todd's experience with welfare plans includes the design and compliance of medical plans (including issues related to ERISA, COBRA and HIPAA), wellness programs, cafeteria plans, disability plans (short-term and long-term), and group term life insurance plans. Todd has also worked with governmental plans, nonqualified deferred compensation plans, multiple employer welfare arrangements (MEWAs), voluntary employee benefit associations (VEBAs), and severance arrangements. In addition, Todd has experience working with the IRS' plan correction program. Todd is a native of Madison, Wisconsin. He graduated with Honors and Distinction from the University of Wisconsin, with a Bachelor of Arts degree in political science and history; and from Cornell Law School. Todd is a member of Phi Beta Kappa, and served on the Common Council in Verona, Wisconsin from 1994-1995.
Publications
"Health Savings Account Changes"
January 31, 2007
"The Benefits of Employee Benefit Plans"
April 25, 2006
"Accounting for Change: Here's what's new for benefit plans in 2006"
Small Business Times
February 17, 2006
"Medicare Part D Imposes New Notice Requirements and Provides Subsidy Opportunities for Health Plans"
August 09, 2005
"Avoiding the Trap of Inadvertent Section 457(f) Plans"
June 07, 2005
"Ten Important Benefits Issues for 2005"
NetPay Newsletter
February 24, 2005
"Employer health care plans face significant challenges"
Small Business Times
August 06, 2004
"New COBRA Notices Required"
August 2004
"DOL Proposes Comprehensive COBRA Notice Regulations"
Journal of Pension Benefits
July 01, 2004
"Top 10 Employee Benefit Changes for 2004"
NetPay Newsletter
March 2004
"Retirement Plan Sponsors Now Have Comprehensive Guidance on Allocating Administrative Expenses to Plan Participants"
August 2003
In the News
May 8, 2007 - Todd Cleary was quoted in "Redefining Your 401(k) Strategies." (Corporate Report Wisconsin)
Seminars & Events
MAST Tribal Pension Seminar - Nov 21, 2006
Benefit Plans - Seizing the Opportunities and Navigating the Pitfalls - Sep 18, 2006
Admitted to Practice
Wisconsin - 1999
Professional Association Memberships
American Bar Association
Human Resource Management Association of Southeastern Wisconsin
Milwaukee Bar Association
Wisconsin Retirement Plan Professionals, Ltd
Activities
Greater Milwaukee Employee Benefits Council
Employee Benefits Section of the Milwaukee Bar Association
Metro Milwaukee advisory board for the Children's Service Society of Wisconsin co-chair
Education
Juris Doctor, Cornell Law School
Bachelor of Arts, University of Wisconsin-Madison, with honors and distinction, Phi Beta Kappa
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