Allison Warden Sizemore

Allison is a partner in the Global Corporate Group and serves as Chair of the U.S. Employee Benefits and Executive Compensation Group. She assists clients with matters involving employee benefits and executive compensation. Among Allison’s areas of specialty expertise are the Department of Labor’s fiduciary rule, legal compliance for qualified retirement plans, complex controlled group and similar determinations, documentation and disclosure for qualified and nonqualified plans, executive compensation (including Code Sections 409A, 280G, and 457), counseling regarding day-to-day benefits administration and compliance, health and welfare plan matters, and withdrawal liability and other multiemployer plan issues. She also regularly advises employers on ERISA fiduciary matters, including governance, potential liability, and best practices, and assists financial institutions with complex prohibited transaction, trust and custody, required disclosure, and plan asset matters. Allison also is experienced with benefits advice in connection with mergers, acquisitions, and lending transactions, including private equity and private fund transactions, as well as analyzing ERISA implications of fund structure and certain operations.