Photo of Amelia Trefz

Amelia is an associate in Taft’s Indianapolis office and focuses her practice on executive compensation and employee benefits. She has a wide breadth of experience in mergers & acquisitions, negotiating and drafting various commercial contracts, private equity transactions, employment law compliance and executive compensation matters.

Prior to joining Taft, Amelia was a transactional associate at a well-known New York City firm where she worked with clients clients on complex legal issues related to employment, securities and employee equity, IRS and DOL audits, privacy and confidentiality arrangements, and investigations arising from compensation and employee benefit plans.

Amelia earned her J.D. from Vanderbilt University Law School and her bachelor’s degree, with honors, in marketing from Indiana University. While Amelia was in law school, she was a legal intern for the U.S. Department of Housing and Urban Development in Nashville, TN, where she worked closely with the TN Chief Counsel on legal matters, financial transactions, multifamily insured mortgages and changes in ownership.

On February 7, 2024, the IRS announced it would continue its Pre-Examination Retirement Plan Compliance Program pilot with the Pre-Examination Compliance Pilot 2.0. The pilot program aims to enhance tax compliance for retirement plans by allowing plan sponsors to identify and address issues before their retirement plans are subject to a full-scale examination.

If selected for the pilot program, plan sponsors will receive a notice from the IRS that their retirement plan has been chosen for an examination and that

Continue Reading Did you know the IRS has extended its Pre-Examination Retirement Plan Compliance Program pilot, allowing retirement plan sponsors to avoid costly penalties?