Adrine A. Cargill concentrates her practice in the area of retirement plans and advises clients on issues regarding 401(k) plans, profit sharing plans, money purchase pension plans, cash balance plans, and traditional defined benefit plans. She also regularly works with multiemployer plans and plans of tax-exempt entities, public schools, and universities, including 403(b) and 457 plans.
Adrine assists clients with drafting plan documents, SPDs and amendments; preparing employee communications; analyzing plan administrative and fiduciary issues; preparing submissions to the Internal Revenue Service (“IRS”) and Department of Labor; reviewing qualified domestic relations orders (“QDROs”); conducting M&A due diligence; preparing plan committee charters, bylaws, and resolutions; and resolving ERISA and Internal Revenue Code compliance issues raised in connection with investigations or audits by the Department of Labor or IRS. She also assists with the review and negotiation of service provider agreements, including investment management agreements. Adrine has successfully obtained IRS approval of corrective measures under its Employee Plans Compliance Resolution System for her clients.
Adrine serves on the Board of the National Institute of Pension Administrators (NIPA) and is a member of the American Bar Association and Western Pension & Benefits Council.
Adrine has been recognized as a “Rising Star” by the Northern California Super Lawyers publication since 2019.
During law school, Adrine served as a judicial extern to the Honorable Andrew J. Wistrich of the Central District of California. She also served on the executive board of the Berkeley Business Law Journal.
Adrine presents and publishes on issues related to qualified retirement plans.
ARTICLES AND UPCOMING PRESENTATIONS
- A Closer Look at Arbitration Provisions in ERISA Breach of Fiduciary Duty Claims
- IRS Issues Coronavirus-Related FAQs for Retirement Plans and IRAs
- Limited Expansion of the Determination Letter Program – Is Your Plan Eligible for Review?
- 18-Month Delay for Fiduciary Rule’s Transition Period
- Fiduciary Rule to Go Live June 9, 2017
- DOL Issues Final Fiduciary Rule
- DOL’s Newly Announced Investigation into Defined Benefit Plans for Failure to Pay Participants
RECENT PRESENTATIONS
- TRUCKER HUSS WEBINAR: SECURE 2.0 (Part II) Key Provisions for Employer-Sponsored Retirement Plans – Impact on the Employee Plans Compliance Resolution System (EPCRS)
- TRUCKER HUSS WEBINAR: SECURE 2.0 (Part I) Key Provisions for Employer-Sponsored Retirement Plans – How They Impact Plan Documentation and Operations
- TRUCKER HUSS WEBINAR: What Employers Need to Know About the Tax Cuts and Jobs Act
