Rebecca E Greene

Rebecca E. Greene

Shareholder

Milwaukee
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Rebecca E. Greene is a shareholder in Reinhart’s Employee Benefits Practice, where she advises both private and publicly held companies across many industries on employee benefits. Rebecca counsels plan sponsors and fiduciaries on establishing and administering all types of qualified retirement plans, health and welfare benefit plans and executive compensation arrangements. She advises plan sponsors and fiduciaries on compliance with the complex scheme of laws and regulations governing these plans and arrangements, including the impact of law changes, risks and benefits of alternatives, and implementation of decisions. Rebecca advises employers on best practices for employee plan governance and fiduciary risk management, and works with employers to correct plan errors and navigate interactions with government agencies, including plan audits and investigations.

Serving as a trusted adviser to her clients, Rebecca recognizes the importance of taking the time to understand each employer's specific needs and objectives before working with them to develop customized legal strategies to meet those goals. With more than a decade of legal experience, Rebecca is skilled, knowledgeable and values client comprehension, and focuses on distilling complicated legal matters into accessible and practical solutions. Rebecca primarily serves clients in the following areas:

  • Qualified Retirement Plans

  • Employee Stock Ownership Plans

  • Plan Corrections

  • Fiduciary Review

  • Benefit Plan Governance

  • ERISA Compliance

  • Executive Compensation

  • Health Plans

  • Fringe Benefits

Education

  • J.D., magna cum laude, University of Wisconsin Law School (Order of Coif)
  • B.A., with highest distinction, University of Kansas (History and Political Science)

Bar Admissions

Wisconsin

Practices
Services

Matters

  • Assisting clients through the lifecycle of an employee stock ownership plan (ESOP), including establishing the ESOP through the purchase of company stock, maintaining documentary and administrative compliance for existing ESOPs, and completing the sale of an ESOP company

  • Advising benefit plan administration and retirement plan investment committees

  • Collaborating with clients and other professional advisors to implement pension de-risking strategies

  • Developing governance materials for employee benefit plan fiduciaries

  • Advising clients on fiduciary risk management and best practices for fiduciary compliance and risk mitigation

  • Assisting clients to remediate benefit plan administration errors

  • Helping clients to respond to routine government agency inquiries and to navigate agency audits

  • Preparing qualified retirement plan and health and welfare plan documents

  • Conducting employee benefits due diligence as a part of Corporate transactions, and advising on benefit integration strategies for newly acquired companies

  • Negotiating service provider agreements, including PPO agreements, administrative services agreements and trust agreements

  • Advising clients on the impact for employee benefits of controlled group changes

Honors & Affiliations

Affiliations

  • Greater Milwaukee Employee Benefits Council (Past President)

  • Wisconsin Retirement Plan Professionals, Ltd.

  • ESOP Association

  • National Center for Employee Ownership

  • Milwaukee Bar Association

  • State Bar Association

  • Professional Dimensions

  • TEMPO Milwaukee (Emerging Women Leaders Program)

News & Insights

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Presentations

Publications