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  3. Laurie A. Matthews

Laurie Matthews has more than two decades of experience as a paralegal in Reinhart’s Employee Benefits Practice, assisting single-employer clients in and outside Wisconsin with numerous retirement matters, including plan amendments, terminations, restatements, summary descriptions and corrections. She also assists on matters related to employee stock ownership plans.

Laurie carefully addresses the essential details of each request to ensure the clients' ultimate goals remain a clear priority. Her extensive institutional knowledge and experience enable her to effectively anticipate problems, offer alternative solutions and set novel and often complicated projects in motion, providing a solid base for clients. She takes every opportunity to share her knowledge and experience with others, especially new associates, knowing this adds value to their work.

In her free time, she enjoys traveling and crocheting.

Education

  • B.A., Cleveland State University

Matters

  • Prepares determination submissions for both ongoing qualifications and plan terminations
  • Drafts, amends and restates qualified profit sharing, money purchase, 401(k), employee stock ownership, pension and cash balance plans
  • Drafts summary plan descriptions and administrative forms
  • Corrects retirement plan defects and legal compliance failures
  • Assists with intermittent work on 5500 annual reports for routine filings.

Honors & Affiliations

  • Greater Milwaukee Employee Benefits Council (GMEBC)
  • Wisconsin Retirement Plan Professionals Ltd (WRPPL)