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Beth A. Bulmer is a shareholder in Reinhart's Employee Benefits Practice where she counsels fiduciaries and plan sponsors on the administration of Employee Retirement Income Security Act (ERISA) employee benefit plans. Her practice primarily focuses on representing Taft-Hartley multiemployer plan clients, including health plans, defined benefit and defined contribution plans, apprenticeship and training funds, and labor management cooperation committees (LMCCs). She represents multiemployer clients throughout the United States who are involved in the construction industry such as electricians, carpenters, plumbers, steamfitters and sheet metal workers.

Beth counsels Taft-Hartley apprenticeship and training funds on operating the program in compliance with federal and state laws, government audits, and drafting trust documents. She also assists health and welfare plan clients in complying with CAA implementation and Affordable Care Act compliance, COBRA and other applicable federal laws (the Mental Health Parity and Addiction Equity Act, HIPAA, Medicare, FMLA, etc.).

With 25 years of experience, Beth has developed a reputation of being reliable, knowledgeable and forward thinking. Clients appreciate her personable nature and sense of humor, and describe her as being easy to work with - a combination that has resulted in a high retention rate among her clients. A self-described people person, Beth values developing relationships with her clients that extend beyond the client-attorney relationship, which provides her with a deeper understanding of their specific needs, wants and goals to provide customized legal advice.

Prior to pursing a law degree, Beth was a middle school teacher and while she moved away from academia, she never left teaching behind - she just teaches in a different way today. She values client comprehension and takes the necessary time to explain complex legal matters in an accessible way to her clients so that they fully understand their options, the implications and ways to avoid similar issues as they move forward.

Beth primarily serves clients in the following areas:

  • Qualified Retirement Plans
  • Taft-Hartley Multiemployer
  • Health Plans

Education

  • J.D., University of Denver Sturm College of Law
  • B.A., University of Iowa

Bar Admissions

Wisconsin

Court Admissions

  • U.S. District Court, Eastern District of Wisconsin

Matters

  • Serving as general ERISA counsel to Trustees and multiemployer employee benefit plans
  • Assisting with plan design, communication and contracting
  • Assisting plan sponsors regarding investments, including private equity, international, real estate and hedge fund-of-fund investments
  • Advising on Affordable Care Act issues for multiemployer plans
  • Assisting clients during Department of Labor (DOL) and Internal Revenue Service (IRS) audits Preparing and submitting governmental forms and other documentation required under law to the DOL and/or IRS
  • Multiemployer plan mergers and consolidations
  • Assisting in ERISA-related litigation and arbitrations such as collection actions, fiduciary breach claims, benefit denials and withdrawal liability

Honors & Affiliations

  • Selected for inclusion in Wisconsin Super Lawyers - Rising Stars Edition 2009
  • Speaking engagements – Milwaukee Bar Association
  • Greater Milwaukee Employee Benefits Council
  • Milwaukee Bar Association, Employee Benefits Section (former Chair)
  • State Bar of Wisconsin
  • International Foundation of Employee Benefit Plans
  • Children's Hospital and Health System – Institutional Review Board (former Community Member)

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