Quana is skilled in the tax, regulatory and design issues applicable to profit-sharing plans, money purchase pension plans, Section 401(k) programs, Section 403(b) programs, and Section 457 plans.
Quana also designs and advises clients on employee stock ownership plans, executive incentive and deferred compensation arrangements (including but not limited to the rules under Section 409A), and qualified and nonqualified stock option plans.
Another component of Quana’s practice involves counseling clients on employee health and welfare benefit programs, including but not limited to COBRA and HIPAA issues, and fringe benefit programs. Quana also advises clients on the Patient Protection and Affordable Care Act (health care reform) and its impact on their group health plans.
Quana has developed a significant knowledge of the Internal Revenue Service’s voluntary compliance programs, the Department of Labor’s Voluntary Fiduciary Correction Program, and the various correction methodologies that may be used to solve complex employee plan and fiduciary problems. She has successfully negotiated a number of substantial compliance submissions before the Internal Revenue Service and the Department of Labor and has guided clients through compliance audits of their employee benefit programs.