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Stephanie A. Smithey

(Of Counsel)

Indianapolis Employee Benefits Lawyer
111 Monument Circle
Suite 4600
Indianapolis, Indiana 46204

Email: stephanie.smithey@ogletreedeakins.com

Lawyer Profile
Ms. Smithey devotes her practice to all aspects of employee benefits law.  She represents clients with respect to qualified retirement plans and health and welfare plans, assisting them with a variety of plan design, compliance, and administration issues.  Her clients have included retailers, manufacturers, banking and financial services firms, insurance companies, universities, and trust funds. As counsel to multiemployer funds, Ms. Smithey works closely with both employer and employee trustees as to the design, administration, and operations of these funds.

Ms. Smithey advises her clients as to ERISA, MPPAA, HIPAA, COBRA, the Internal Revenue Code, as well as other federal and state laws applicable to employee benefit plans and plan sponsors.  She has assisted clients with IRS and DOL audits, as well as internal compliance audits.  She regularly counsels clients as to the scope of their fiduciary duties and how they may seek to limit fiduciary exposure.  Ms. Smithey frequently assists health plans in complying with the HIPAA privacy and security rules and provides in-house training for employers and other plan personnel.,   , In addition to counseling clients as to how to comply with the many laws that apply to their employee benefit plans, Ms. Smithey advises them how to handle benefit plan-related disputes in an effort to avoid litigation.  In this context, she has counseled employers, insurers, third party administrators, trustees, and other plan fiduciaries.

Ms. Smithey has authored articles on issues affecting employee benefit plans, plan sponsors, and administrators, and is a frequent speaker for employer, trustee and administrator groups.

Education
College: B.A., cum laude, University of Notre Dame, 1988

Law School: J.D., Loyola University School of Law, 1991 

Bar Admission
State of Indiana, 1991, U.S. District Court, Southern and Northern Districts of Indiana, U.S. Court of Appeals, Seventh Circuit
Practice Areas
  • Employee Benefits
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