Fertman, Yelena

Current Employment Position(s)

Associate

Languages

• Russian
• Ukranian

Lawyer Overview

Yelena Fertman practices in the area of employee benefits and executive compensation. She has experience with qualified plans under the Internal Revenue Code and ERISA, including plan design and drafting, monitoring compliance with new legislation and regulatory guidance, and communicating with regulatory agencies and employees. Yelena has been involved in obtaining private letter rulings from the Internal Revenue Service and advising clients regarding the IRS programs for correcting plan qualification defects.

Yelena also has experience working with welfare benefit plans under ERISA. She has been involved in the design, implementation, administration, and regulatory compliance of group health plans, cafeteria plans, dependent care plans, qualified domestic relations orders, and qualified medical child support orders.

Yelena is a member of the Indiana State Bar Association and its Taxation Section. Prior to joining the Firm, she worked with the employee benefits group at Ice Miller in Indianapolis, Indiana. In addition, Yelena speaks fluent Russian and Ukrainian.

Areas of Practice

• Employee Benefits & Executive Compensation
• Compensation & Benefits Counseling for Employers
• ERISA Plan Asset Investments
• ESOPs & Other Stock-Based Plans
• Institutional Fiduciary Services

Representative Cases

• AMX LLC acquires XN Technologies, Inc.
• Castle & Cooks seeks advice on multiemployer pension plan funding and withdrawal liability issues
• Duchossois Industries acquires Heath-Zenith business
• Duchossois Industries acquires Milestone AV Technologies
• Encyclopedia Britannica seeks advice on pension funding issues
• Galileo International revamps employee benefit structure
• Hagemeyer settles DOL audit and class action
• HNI Corp. acquires Hickory Business Furniture
• International Automotive Components Group acquires Lear's North American Interior Systems Division for $150 million , (2009)
• International Automotive Components Group acquires Soft Trim for $134 million , (2009)
• International Automotive Components purchases Collins & Aikman assets
• New Bristol Farms designs qualified plan
• Northwest Media sells King County Journal and other Seattle newspapers
• NTT Data sells subsidiary to Quality Technology Services
• Stanley Works acquires National Manufacturing for $170 million , (2009)
• State Street Bank and Trust Company seeks counsel as trustee of an S Corporation ESOP
• State Street Bank and Trust seeks advice on its role as independent fiduciary of Enron retirement plans , (2009)
• The Chamberlain Group acquires Digitech International
• The Chamberlain Group acquires International Electronics
• The Chamberlain Group acquires Preferred Technology
• U.S. Trust serves as Independent Fiduciary of the Pharmacia and Monsanto ESOPs
• Woodward Governor acquires MPC Products for $383 million , (2009)

West Practice Categories

Affirmative Action -- Employee, Americans with Disabilities Act -- Employee, Employee Retirement Income Security Act (ERISA) -- Employee, Employee Retirement Income Security Act (ERISA) -- Employer, Employee Rights -- Employee, Employment Contracts -- Employee, Employment Discrimination -- Employee, Employment Law -- Employee, Employment Law -- Employer, Family Medical Leave Act (FMLA) -- Employee, Federal Employer,'s Liability Act (FELA) -- Employee, Municipal Employment -- Employee, Occupational Safety & Health Act (OSHA) -- Employee, Pensions, Benefits & Compensations -- Employee, Pensions, Benefits & Compensations -- Employer, Sexual Harassment -- Employee, Wage & Hour Laws -- Employee, Whistleblower -- Employee, Worker Adjustment and Retraining Notification (WARN) Act -- Employee, Wrongful Termination -- Employee

Bar Admissions

• Illinois
• Indiana

Education

• Indiana Univer- Indianapolis
• Kherson State Pedagogical Inst

Published Works

• COBRA Strike 3: Another Extension of COBRA Subsidy, 2010
• New Regulations for Mental Health and Substance Use Disorder Benefits: It's Complicated!, 2010
• Extension of COBRA Subsidy for Assistance Eligible Individuals, 2010

Address

77 West Wacker
Chicago, IL 60601-1692

Phones

1.312.269.4311 (Business Phone)

Faxes

1.312.782.8585 (Business Fax)

Emails

Contact Us (Business Email)

Websites

http://www.jonesday.com