Wendy Sierra

Paralegal

Wendy is an experienced benefits analyst and plan administrator who supports attorneys in a wide range of employee benefit plan-related transactions, corrections, and regulatory filings.

Practice Areas

Corporate & Finance Employee Benefits & ERISA

My focus

My work includes preparing Internal Revenue Service and Department of Labor applications and filings, along with supporting documents and lost earnings calculations, and preparing retirement plan adoption agreements, plan documents, amendments, summary plan descriptions, adopting resolutions, and related plan forms and participant notices.

Looking ahead

The IRS has extended the plan amendment deadline under the Setting Every Community Up for Retirement Enhancement (SECURE) Act, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and various related regulatory guidance, and plans will need amending in order to maintain their tax-favored status. In addition, the onslaught of ERISA cases continues to emphasize the need for plan sponsors to review their plan language as well as their practices with the assistance of their plan advisors and service providers.

Education

California State University, Long Beach, B.A.

Languages

Spanish

Professionals in the Practice Area

View All

Christopher P. Keefe
Partner / Chair, Business & Finance Department
- Boston
- Office:+1 617.345.1350
- ckeefe@nixonpeabody.com
Todd Tidgewell
Partner / Leader, Corporate Practice Group
- Albany
- Office:+1 518.427.2705
- ttidgewell@nixonpeabody.com
Philip B. Taub
Partner / Head of Private Equity
- Boston
- Office:+1 617.345.1165
- ptaub@nixonpeabody.com
Lori B. Green
Partner / Co-Leader, M&A and Corporate Transactions Team / Co-Leader, Cannabis Practice
- Rochester
- Office:+1 585.263.1236
  Mobile:+1 585.281.3076
- lgreen@nixonpeabody.com
Robert A. Drobnak
Partner / Practice Group Co-leader, Global Finance
- Chicago
- Office:+1 312.977.4348
- radrobnak@nixonpeabody.com