Biography

Anna is an associate in the Employee Benefits & Executive Compensation group. She performs legal research and analysis, assists in the review and preparation of plan documents, and supports employers in a variety of employee benefits matters.

Anna has a special interest in the income tax aspects of employee benefits law. During law school, Anna served as a research assistant to taxation professor, Jeffrey A. Maine, was an extern at the Maine Business and Consumer Court and was an intern at Maine Revenue Services and regional accounting firms. Anna was awarded the Stanley R. Arnold Scholarship by the New England State and Local Tax Forum for her strength and involvement in the tax field.

Prior to joining Verrill, Anna was an associate at a nationally recognized veterans’ benefits law firm, where she advocated for clients at their Board of Appeals hearings and regularly filed motions for reconsideration as well as motions for clear and unmistakable error (“CUE”).

When not working, Anna enjoys discovering beaches and oysters in Maine and beyond.

Services/Industries

Education

  • University of Maine School of Law  (J.D., cum laude)
  • American University in Bulgaria  (B.A.)

Bar Admissions

  • Maine

Honors

  • Katahdin Counsel Recognition for pro bono services (2020 and 2021)

To learn more about third-party ratings and rankings, and the selection processes used for inclusion, click here.

Languages

  • Russian, Fluent
  • Bulgarian, Conversational

Firm Highlights

Blog

Catch-Up Contributions: IRS Provides Relief from Roth Requirements of SECURE 2.0

On August 25, 2023, the IRS issued IRS Notice 2023-62 , providing much needed relief for employers who have been struggling to implement Section 603 of the SECURE 2.0 Act of 2022 (“SECURE 2.0&rdquo...

Blog

Reasonable Compensation Under ERISA: Thoughts on Two Recent Cases

Two recent court decisions bring into focus two seldom-asked questions about the reasonable compensation requirement under ERISA. When must an ERISA plan’s service provider compensation be reasonable? And why shouldn’t a plan fiduciary be...

Blog

DOL Continues Enforcement of Non-Quantitative Treatment Limitation Requirements

Introduction : Fifteen months ago, we wrote that the U.S. Department of Labor (“DOL”) had informed Congress that it intended to devote substantial resources to enforcing the new comparative analysis requirement for non-quantitative treatment...

Blog

Gag Clauses – New Guidance and Litigation Will Inform Compliance

Certain provisions of the Transparency in Coverage Final Regulations and the Consolidated Appropriation Act, 2021 (“CAA”) require group health plans and/or their vendors to report information to federal agencies. On December 31, 2023, group...

Blog

Update on the Debate over Environmental, Social, and Corporate Governance Investing

The debate over investment of retirement plan funds based on environmental, social, and corporate governance (“ESG”) factors continues to make waves. This post provides a high-level overview of the current state of play for...

Publication/Podcast

Establishing Practices and Procedures to Support Retirement Plan Self-Correction

The opportunity to self-correct mistakes in maintaining a retirement plan has been dramatically expanded by the SECURE 2.0 Act of 2022 (“SECURE 2.0”); see our February 10 blog post for details. However, IRS interim...

Blog

Establishing Practices and Procedures to Support Self-Correction of Operational Failures

The self-correction of retirement plan operational failures under IRS correction principles has been conditioned upon a plan sponsor’s establishment of compliance practices and procedures since the creation of the Employee Plans Compliance Resolution System...

Blog

Retiree Medical Coverage: Just Get the COBRA Waiver

The interaction between employer-provided retiree medical coverage and COBRA [1] is complex. Many employers incorrectly assume they do not have to offer COBRA at retirement if they offer a retiree medical plan or a...

Blog

New Options for Retirement Plan Distributions Under SECURE 2.0

This post summarizes the new distribution options, including penalty-free withdrawals, applicable to defined contribution plans under the SECURE 2.0 Act of 2022 (“SECURE 2.0”) and provides a timeline of their effective dates. The new...

Blog

How to Comply with the Health FSA Debit Card Claims Substantiation Rules

The IRS’s recent Chief Counsel Advice Memorandum 202317020 (the “Memo”) brings into focus the importance of compliance with the debit card claims substantiation requirements for medical care expenses reimbursed or paid for through a...

Contact Verrill at (855) 307 0700