Katuri Kaye focuses her practice primarily on qualified retirement plans, including defined benefit and defined contribution plans, and plans of tax exempt entities and public schools and universities, including 403(b) and 457 plans.

Katuri counsels clients on the design and tax-qualification of retirement plans and the taxation of employee benefits. In addition, Katuri assists clients with drafting plan documents, SPDs and plan amendments; analyzing plan administrative issues; service provider and investment management agreement reviews; reviewing and drafting QDROs; preparing IRS and DOL submissions; and resolving questions regarding compliance with ERISA and the Internal Revenue Code.

Katuri is admitted in California, New York and Virginia, and currently practices in both Los Angeles and San Francisco.

Katuri has been named to the Los Angeles Business Journal’s “2019 Most Influential Women Lawyers” list. She is also listed as one of the National Bar Association’s “Lawyers of Color 2013 Inaugural Hot 100” and “2012 Top 40 Advocates Under 40 Award”.

 

RECENT AND UPCOMING PRESENTATIONS

• Internal Revenue Service Provides Transition Relief to Code Section 403(b) Plans for Violations of the Once-In-Always-In Rule
• California to Move Forward with Auto-IRA Despite Loss of ERISA Safe Harbor
• IRS Provides Guidance on Mid-Year Changes to Safe Harbor Plans
• IRS Issues Final Regulations on the Determination of Minimum Required Contributions for Single Employer Defined Benefit Plans