Carolyn M. McAllister, Partner

Biography

Carolyn McAllister is a member of the firm’s Labor & Employment Group who focuses her practice in Employee Benefits. She helps employers navigate the complex, always-changing, legal requirements impacting employee benefits. She works with public and private companies, and tax-exempt organizations to solve compliance, design, risk and correction issues concerning their employee benefit plans.

Representative Experience

  • Advising employers on design and compliance issues relating to retirement plans, executive compensation, health and welfare plans and fringe benefits
  • Drafting and restating 401(k) plans, pension plans and nonqualified deferred compensation arrangements
  • Analyzing risks and compliance issues for employee benefit plans in mergers and acquisitions
  • Assisting employers during Department of Labor (DOL) investigations and Internal Revenue Service (IRS) audits of employee benefit plans
  • Preparing filings under the IRS and DOL correction programs for complex operational errors involving retirement plans

Services

  • Qualified Retirement Plans (401(k), 403(b) and Pension Plans)
  • Employee Benefits Plans in Mergers and Acquisitions
  • Employee Stock Ownership Plans (ESOPs)
  • Executive Compensation
  • Fringe Benefits
  • Health and Wellness Plans

Prior to attending law school, Carolyn trained as an electrical engineer and also worked as a staff accountant for financial institutions. She lived in Germany and acquired a working knowledge of the German language.

Legal Services

Education and Honors

  • University of Wisconsin Law School (J.D., magna cum laude, 2004)
    • Order if the Coif
  • Cornell University (B.S.E.E., 1997)
    • Major: Electrical Engineering

Bar Admissions

  • Wisconsin

Professional and Civic Activities

  • Milwaukee Bar Association (Member)
  • State Bar of Wisconsin (Member)
  • Metro Milwaukee Society for Human Resource Management (Member)
  • Wisconsin Retirement Plan Professionals, Ltd. (former Board Member, 2011-2015; former President, 2014, 2015)
  • Vineyard Community Church (Board Chair, 2019-Present; former Board Member, 2011-2014)
  • U.S. Peace Corps, providing training in business planning to nationals of Kyrgyzstan (1998)

Languages

  • German