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Susan E. Bernstein

Susan E. Bernstein

Schulte Roth & Zabel LLP

New York, NY, USA

Susan E. Bernstein is a special counsel in the New York office of Schulte Roth & Zabel LLP, where her practice focuses on ERISA issues for single, multiple and multiemployer qualified and nonqualified benefit plans, including: designing and amending plans; ongoing plan administration and regulatory compliance; monitoring legislative and regulatory developments; complying with ERISA reporting and disclosure requirements; preparing and negotiating IRS, DOL and PBGC filings; communicating with employees; and counseling clients on issues related to the merger and termination of benefit plans. Susan’s experience also includes advising clients on the design and administration of health and welfare benefit plans, including compliance issues regarding health care reform, retiree medical programs, MEWAs, COBRA and HIPAA; negotiating employment agreements and counseling employers on all aspects of executive compensation, including Section 409A compliance, and representing tax-exempt clients with respect to all aspects of employee benefit matters, including 403(b) plans, 457(b) plans, 457(f) plans, employment contracts, 990 reporting issues and intermediate sanction issues. She advises clients in connection with compensation and employment matters and has represented numerous senior executives in connection with the negotiation of employment agreements. Susan is a frequent speaker and author on employee benefit matters.


Schulte Roth & Zabel LLP, 1994-Present


IRS Advisory Committee on Tax Exempt and Government Entities (ACT), 2015

Strafford Publications Inc. Webinar Employment & ERISA Advisory Board, 2015

New York City Bar Association, 1994-Present; Executive Compensation and Benefits Committee, 2015

New York State Bar Association, 1995-Present; Committee on Employee Benefits, 2004-Present; Committee on Women in the Law, 2015

International Foundation of Employee Benefits, 1998-Present


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