Emily C. Kopp

Emily Kopp joined the firm in 2022 as a member of the Employee Benefits Practice Group, following a 15-year career in the retirement plan administration industry. 

Ms. Kopp works with plan sponsors and their advisors on a wide scope of issues, including drafting plan documents, helping with compliance issues and corrections and preparing government filings. Ms. Kopp’s previous third-party administration and consulting experience provides additional practical insight for plan sponsors in operational compliance with their plan documents and ERISA. 

Ms. Kopp holds the Qualified 401(k) Administrator (“QKA”) designation sponsored by the American Society of Pension Professionals & Actuaries. 

• Assists clients with IRS determination letter applications and plan termination filings
• Assists clients with IRS audits
• Correction of operational, plan document, and non-amender failures under IRS' EPCRS program
• Prepares annual Form 5500 filings for defined contribution plan sponsors and assists plan sponsors in the correction of missed or incomplete filings, including preparing documents for Department of Labor's Delinquent Filer Voluntary Compliance Program (“DFVCP”).

Professional Associations

• Member, The ESOP Association
• Member, New South Chapter of The ESOP Association
• Member, American Society of Pension Professionals & Actuaries

Publications

• Author, "IRS Announces Retirement Plan Limitations for 2025", November 5, 2024
• Co-Author, "Covering Long-Term, Part-Time Employees Under (401K)", January 23, 2024
• Co-Author, "IRS Announces Retirement Plan Limitations for 2023," October 24, 2022
• Co-Author, IRS Announces Extension for SECURE & CARES Act Amendments," August 24, 2022

Education

• B.S. in Accounting , Georgia State University , 2008

Practices

• Employee Benefits and Executive Compensation
• Employee Stock Ownership Plans
• ESOP Finance and Lending

Industries

• Employee Stock Ownership Plans