Serena Simons

Serena Simons

Serena Simons

Senior Vice President, Retirement Compliance Practice Leader

Ms. Simons is a Senior Vice President in Segal’s Washington, DC office with over 20 years of experience in employee benefit plan compliance. She develops and manages the Company’s retirement plan compliance services and is the National Retirement Compliance Practice Leader.

Prior to joining Segal, Ms. Simons was engaged in the private practice of law in Washington, DC, specializing in issues under the Internal Revenue Code and ERISA.

Ms. Simons received her JD with High Honors from the Duke University School of Law and her BA is from Duke University. She has been admitted to the Bar in the District of Columbia. Ms. Simons is active in the Taxation Section of the District of Columbia Bar and the Tax Section Employee Benefits Committee of the American Bar Association. She is a member of the IRS Mid-Atlantic Pension Liaison Group. She is also a Fellow of the American College of Employee Benefits Counsel.

Read insights from Serena

  • July 25, 2018

    PBGC Policy Statement on Alternative Terms and Conditions to Settle Withdrawal Liability

    Topics covered: Retirement, Multiemployer Plans

    Read full insight

  • March 12, 2018

    Final Rule on Disability Claims Applies to Claims Filed After April 1, 2018 No Further Delay

    Topics covered: Health, Multiemployer Plans, Corporate

    Read full insight

Contact Serena

The information you provide will not be shared with anyone outside Segal.

Serena Simons

Serena Simons

Serena Simons

Senior Vice President, Retirement Compliance Practice Leader

Ms. Simons is a Senior Vice President in Segal’s Washington, DC office with over 20 years of experience in employee benefit plan compliance. She develops and manages the Company’s retirement plan compliance services and is the National Retirement Compliance Practice Leader.

Prior to joining Segal, Ms. Simons was engaged in the private practice of law in Washington, DC, specializing in issues under the Internal Revenue Code and ERISA.

Ms. Simons received her JD with High Honors from the Duke University School of Law and her BA is from Duke University. She has been admitted to the Bar in the District of Columbia. Ms. Simons is active in the Taxation Section of the District of Columbia Bar and the Tax Section Employee Benefits Committee of the American Bar Association. She is a member of the IRS Mid-Atlantic Pension Liaison Group. She is also a Fellow of the American College of Employee Benefits Counsel.

Read insights from Serena

  • July 25, 2018

    PBGC Policy Statement on Alternative Terms and Conditions to Settle Withdrawal Liability

    Topics covered: Retirement, Multiemployer Plans

    Read full insight

  • March 12, 2018

    Final Rule on Disability Claims Applies to Claims Filed After April 1, 2018 No Further Delay

    Topics covered: Health, Multiemployer Plans, Corporate

    Read full insight

Contact Serena

The information you provide will not be shared with anyone outside Segal.

Serena Simons

Senior Vice President, Retirement Compliance Practice Leader

Serena Simons

Contact Serena

The information you provide will not be shared with anyone outside Segal.

Ms. Simons is a Senior Vice President in Segal’s Washington, DC office with over 20 years of experience in employee benefit plan compliance. She develops and manages the Company’s retirement plan compliance services and is the National Retirement Compliance Practice Leader.

Prior to joining Segal, Ms. Simons was engaged in the private practice of law in Washington, DC, specializing in issues under the Internal Revenue Code and ERISA.

Ms. Simons received her JD with High Honors from the Duke University School of Law and her BA is from Duke University. She has been admitted to the Bar in the District of Columbia. Ms. Simons is active in the Taxation Section of the District of Columbia Bar and the Tax Section Employee Benefits Committee of the American Bar Association. She is a member of the IRS Mid-Atlantic Pension Liaison Group. She is also a Fellow of the American College of Employee Benefits Counsel.

Read insights from Serena

  • July 25, 2018

    PBGC Policy Statement on Alternative Terms and Conditions to Settle Withdrawal Liability

    Topics covered: Retirement, Multiemployer Plans

    Read full insight

  • March 12, 2018

    Final Rule on Disability Claims Applies to Claims Filed After April 1, 2018 No Further Delay

    Topics covered: Health, Multiemployer Plans, Corporate

    Read full insight

Serena Simons

Senior Vice President, Retirement Compliance Practice Leader

Serena Simons

Contact Serena

The information you provide will not be shared with anyone outside Segal.

Ms. Simons is a Senior Vice President in Segal’s Washington, DC office with over 20 years of experience in employee benefit plan compliance. She develops and manages the Company’s retirement plan compliance services and is the National Retirement Compliance Practice Leader.

Prior to joining Segal, Ms. Simons was engaged in the private practice of law in Washington, DC, specializing in issues under the Internal Revenue Code and ERISA.

Ms. Simons received her JD with High Honors from the Duke University School of Law and her BA is from Duke University. She has been admitted to the Bar in the District of Columbia. Ms. Simons is active in the Taxation Section of the District of Columbia Bar and the Tax Section Employee Benefits Committee of the American Bar Association. She is a member of the IRS Mid-Atlantic Pension Liaison Group. She is also a Fellow of the American College of Employee Benefits Counsel.

Read insights from Serena

  • July 25, 2018

    PBGC Policy Statement on Alternative Terms and Conditions to Settle Withdrawal Liability

    Topics covered: Retirement, Multiemployer Plans

    Read full insight

  • March 12, 2018

    Final Rule on Disability Claims Applies to Claims Filed After April 1, 2018 No Further Delay

    Topics covered: Health, Multiemployer Plans, Corporate

    Read full insight

Serena Simons

Serena Simons

Senior Vice President, Retirement Compliance Practice Leader

Contact Serena

The information you provide will not be shared with anyone outside Segal.

Ms. Simons is a Senior Vice President in Segal’s Washington, DC office with over 20 years of experience in employee benefit plan compliance. She develops and manages the Company’s retirement plan compliance services and is the National Retirement Compliance Practice Leader.

Prior to joining Segal, Ms. Simons was engaged in the private practice of law in Washington, DC, specializing in issues under the Internal Revenue Code and ERISA.

Ms. Simons received her JD with High Honors from the Duke University School of Law and her BA is from Duke University. She has been admitted to the Bar in the District of Columbia. Ms. Simons is active in the Taxation Section of the District of Columbia Bar and the Tax Section Employee Benefits Committee of the American Bar Association. She is a member of the IRS Mid-Atlantic Pension Liaison Group. She is also a Fellow of the American College of Employee Benefits Counsel.

Read insights from Serena

  • July 25, 2018

    PBGC Policy Statement on Alternative Terms and Conditions to Settle Withdrawal Liability

    Topics covered: Retirement, Multiemployer Plans

    Read full insight

  • March 12, 2018

    Final Rule on Disability Claims Applies to Claims Filed After April 1, 2018 No Further Delay

    Topics covered: Health, Multiemployer Plans, Corporate

    Read full insight