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Jeanne E. Floyd

 
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Education

University of Richmond School of Law, J.D., 2005
Cum Laude

Mary Washington College, B.A., 1996
Magna Cum Laude
Phi Beta Kappa

Bar Admissions

State
Virginia
 

 
 

Partner

Contact: jfloyd@islerdare.com | vCard

Jeanne Floyd is a Partner with IslerDare, PC. Prior to joining the firm in 2019, Jeanne was a partner at Ogletree Deakins.

Jeanne’s practice includes advising businesses on a range of health and welfare benefits compliance issues, including those related to Section 125 cafeteria plans, wellness programs, flexible spending arrangements (FSAs), health reimbursement arrangements (HRAs), health savings accounts (HSAs), COBRA continuation coverage and multiple employer welfare arrangements (MEWAs). Jeanne also has extensive experience providing clients with HIPAA Privacy and Security Rule guidance, including providing on-site HIPAA training to employees, drafting HIPAA policies and procedures, and negotiating business associate agreements. Jeanne has experience with all aspects of the Affordable Care Act (ACA) and health care reform, including advising employers on business strategies and providing support related to day-to-day health care reform compliance. Jeanne advises clients on all aspects of qualified retirement plans, including issues related to plan design, compliance, and administration. Her practice includes drafting plan documents and amendments, preparing ERISA disclosures, preparing and submitting Internal Revenue Service determination letter and Voluntary Correction Program submissions, preparing and submitting Department of Labor Voluntary Compliance Program submissions, assisting clients with self-correction, reviewing qualified domestic relations orders (QDROs), negotiation of third-party administrator and service agreements, and providing plan termination and merger advice.


Professional and Community Involvement

Bar Associations
Virginia Bar Association
Metro Richmond Women’s Bar Association
— Board of Directors, 2012-2014
American Bar Association
— Tax Law Section

Other Professional Activities
American Benefits Council
American Health Lawyers Association (AHLA)
— Vice Chair, Tax and Finance Practice Group, 2016-present
Human Resources, Inc.
— Board of Directors, 2016-present


Honors

Recognized in The Best Lawyers in America© for work in the practice area of Employee Benefits (ERISA) Law - 2024 and 2025

LTC4 Technology Certified Legal Professional


Publications

Isler Dare EBU Health and Welfare Roundup
Employee Benefits Update (July 2024)

Retirement Plans: Grab Bag Guidance for SECURE 2.0
Employee Benefits Update (March 2024)

Isler Dare 2024 Benefit Plan Compliance Calendar
Employee Benefits Update (February 2024)

IRS Announces 2024 Benefit and Contribution Limits
Employee Benefits Update (November 2023)

Tri-Agencies Issue Wave of Guidance Focusing on Compliance with MHPAEA
Employee Benefits Update (August 2023)

Isler Dare EBU Health and Welfare Roundup
Employee Benefits Update (July 2023)

Roundup of Recent Developments Impacting Health and Welfare Plans
Employee Benefits Update (February 2023)

2023 Isler Dare Benefit Plan Compliance Calendar
Employee Benefits Update (January 2023)

Highlights of SECURE Act 2.0 for Employers
Employee Benefits Update (January 2023)

2022 Year-End Compliance Check-List
Employee Benefits Update (November 2022)

IRS Announces 2023 Dollar Limits on Compensation and Benefits
Employee Benefits Update (October 2022)

No Surprises Act: Final Regulations and FAQs
Employee Benefits Update (September 2022)

Post-Dobbs: Employer and Benefit Plan Considerations
Employee Benefits Update (June 2022)

First Quarter 2022 Roundup of New Developments
Employee Benefits Update (April 2022)

Roundup of Recent Developments for Health and Welfare Plans
Employee Benefits Update (March 2022)

Dispute Resolution Procedures and Other Developments Impacting Costly Air Ambulance Claims Under Group Health Plans
Employee Benefits Update (March 2022)

2022 Isler Dare Compliance Calendar for Calendar Year Benefit Plans
Employee Benefits Update (January 2022)

2021 Year-End Compliance Checklist
Employee Benefits Update (December 2021)

IRS Announces 2022 Dollar Limits on Compensation and Benefits
Employee Benefits Update (November 2021)

DOL Proposed Regulations Would Reverse Trump-Era ESG and Proxy Voting Rules for Retirement Plan Fiduciaries
Employee Benefits Update (October 2021)

Part II Interim Rules on Surprise Billing and Proposed Air Ambulance Regulations
Employee Benefits Update (October 2021)

Proposed Revisions to Form 5500
Employee Benefits Update (September 2021)

Delay in Enforcement of Key Requirements Under the No Surprises Act and the Group Health Plan Transparency Rules
Employee Benefits Update (September 2021)

Interim Final Regulations Issued That Prohibit Surprise Medical Bills
Employee Benefits Update (August 2021)

Significant Updates to the Employee Plans Compliance Resolution System under Rev. Proc. 2021-30
Employee Benefits Update (August 2021)

DOL Cybersecurity Guidance and Audit Initiative
Employee Benefits Update (August 2021)

FAQs on the COBRA Subsidies and Election Rights Under the American Rescue Plan Act of 2021
Employee Benefits Update (May 2021)

DOL Releases Guidance Regarding Missing Participants
Employee Benefits Update (May 2021)

Benefit Plan Changes in the American Rescue Plan Act of 2021
Employee Benefits Update (March 2021)

IRS Releases Guidance and Additional Relief for FSAs under the Consolidated Appropriations Act, 2021 with Notice 2021-15
Employee Benefits Update (March 2021)

2021 Compliance Calendar
Employee Benefits Update (January 2021)

Key Implications of the Consolidated Appropriations Act, 2021 on Employee Benefit Plans
Employee Benefits Update (January 2021)

IRS Announces 2021 Dollar Limits on Compensation and Benefits
Employee Benefits Update (November 2020)

Deferral of Employee Social Security Taxes – Q&A
Employee Benefits Update (October 2020)

IRS Guidance on New Retirement Plan Features Under the SECURE Act
Employee Benefits Update (September 2020)

DOL Proposes Registration Requirements for Pooled Plan ProvidersEmployee Benefits Update (September 2020)

DOL Releases Interim Final Rule on Lifetime Income Illustrations
Employee Benefits Update (September 2020)

DOL Issues Guidance on Investment Duties of Retirement Plan Fiduciaries
Employee Benefits Update (July 2020)

The Impact of the COVID-19 Pandemic on Your Employee Benefit Plans: Part 8
Employee Benefits Update (July 2020)

The Impact of the COVID-19 Pandemic on Your Employee Benefit Plans: Part 7
Employee Benefits Update (July 2020)

Department of Labor Finalizes New Retirement Plan Electronic Disclosure Rules
Employee Benefits Update (May 2020)

The Impact of the COVID-19 Pandemic on Your Employee Benefit Plans: Part 6
Employee Benefits Update (May 2020)

The Impact of the COVID-19 Pandemic on Your Employee Benefit Plans: Part 5
Employee Benefits Update (May 2020)

New Model COBRA Notices and COVID-19 Extensions to COBRA Deadlines
Employee Benefits Update (May 2020)

The Impact of the COVID-19 Pandemic on Your Employee Benefit Plans: Part 4, Employee Benefits Update (April 2020)

Roundup of Recent Developments Affecting Health and Welfare Plans, Employee Benefits Update (April 2020)

The Impact of the COVID-19 Pandemic on Your Employee Benefit Plans: Part 3, Employee Benefits Update (March 2020)

The Impact of the COVID-19 Pandemic on Your Employee Benefit Plans: Part 2, Employee Benefits Update (March 2020)

The Impact of the COVID-19 Pandemic on Your Medical and Retirement Plans, Employee Benefits Update (March 2020)

2020 Compliance Calendar, Employee Benefits Update (January 2020)

Congressional Spending Bills Repeal Cadillac Tax and Other ACA Taxes and Pass Retirement Plan Changes, Employee Benefits Update (December 2019)

2019 Year-End Compliance Checklist, Employee Benefits Update (November 2019)

IRS Announces 2020 Dollar Limits on Compensation and Benefits, Employee Benefits Update (November 2019)

U.S. Department of Labor Proposes New Electronic Disclosure Rule, Employee Benefits Update (October 2019)

IRS Releases Final Regulations Regarding Hardship Distribution Rules, Employee Benefits Update (September 2019)

DOL Releases Updated CHIP Notice, Employee Benefits Update (September 2019)

Retirement Plans News and Issues, Employee Benefits Update (September 2019)

New Developments Regarding Healthcare Plans and Retirement Plans, Employee Benefits Update (August 2019)

Recent Legal Developments for Employee Benefits Plans, Employee Benefits Update (May 2019)

EEOC Issues Final Rules on Employer Wellness Programs, The Associated General Contractors of America (May 19, 2016)

Wednesday Roundup, SCOTUSblog (July 1, 2015)

Regulation of MEWAs Under the Health Care Reform Act, The Voice of the Defense Bar Institute (December 9, 2012)

What to Do With Your Medical Loss Ratios, Health Lawyers Weekly (September 7, 2012)


Media Quotes

How Attorneys Are Crafting Benefits for Millennials, Law360 (April 6, 2018)


Professional / Continuing Legal Education Presentations

IslerDare Annual Benefits Client Seminar: What Benefit Plan Professionals Need to Know for 2024 (May 2024)

IslerDare Annual Benefits Client Seminar: SECURE 2.0 Act of 2022: What Employers Need to Know (March 2023)

IslerDare Annual Benefits Client Seminar: Managing Fiduciary Risk For Your Retirement Plans in Today’s Inflationary and Litigious Environment (May 2022)

IslerDare Annual Benefits Client Seminar: Employee Benefits During the Pandemic: 2021 Trends and Developments (March 2021)

IslerDare Breakfast Briefing: 2019 Trends and Traps for the Unwary (March & April 2019)

Ogletree Deakins Workplace Strategies: The Ever-Changing Legal Landscape of LGBTQIA+ Issues
(Phoenix, AZ; May 10, 2018)

Ogletree Deakins Workplace Strategies: Oh Well! An Update on Wellness Plans
(Phoenix, AZ; May 10, 2018)

Employee Benefits and Executive Compensation Symposium: Post-Deal Benefits and Compensation Integration Issues
(Richmond, VA; May 8, 2018)

Virginia Bar Association Annual Conference on Labor Relations and Employment Law Symposium: Employee Benefits for Employment Lawyers
(Norfolk, VA; September 15, 2017)

Ogletree Deakins Employee Benefit and Executive Compensation Symposium: Severance Plan Design Strategies and Options
(Austin, TX; March 23, 2017)

AHLA Webinar: Section 1557 of the ACA - The Future of Nondiscrimination Compliance, Risk, and Litigation, Part II: Impact on Payers, Plans and Networks
(Webinar; October 5, 2016)

CAI Labor & Employment Update Seminar: Health Care Reform Update - Lessons Learned and New Strategies
(Raleigh, NC; May 19, 2016)

AHLA Webinar: What Every Seasoned Transactional Health Care Lawyer Should Know about Key Regulatory Elements o fa Health Care Transaction, Part III: Mergers and Acquisitions - Employee Benefits Issues to Consider
(Webinar; April 25, 2016)

Ogletree Deakins Capital Area Employment Conference: Pushing the Edge of the Envelope: Employer Wellness Programs and EEOC Enforcement
(Washington D.C.; March 14, 2016)

Ultimate Software Webinar: ACA Planning 2016 and Beyond
(Webinar; March 3, 2016)

Ogletree Deakins Webinar: Ask the Experts: Virtual Roundtable Discussion on ACA Employer Shared Responsibility Provisions
(Webinar; August 19, 2015)

Ogletree Deakins Seminar: Get With The Wellness Program
(Washington D.C.; May 2015)

Richmond Society for Human Resource Management 2014 Legal Update: Health Care Reform
(Richmond, VA; February 2014)

Richmond Society for Human Resource Management 2014 Legal Update: Health Care Reform
(Richmond, VA; February 2014)

Bankers Insurance, LLC Client Seminar: Health Care Reform
(Newport News and Virginia Beach, VA; May 2013)

Bankers Insurance, LLC Health Care Leadership Symposium: Health Care Reform
(Richmond, VA; May 2012)

Summit Insurance Employee Benefits Seminar: Health Care Reform: Are You Ready?
(Leesburg, VA; October 2010)

Independent Benefit Services Employee Benefits and Employment Law Seminar: Health Care Reform
(Herndon, VA; June 2010)

Viriginia Auto Dealers ASsociation Health Care Reform and Employment Law Seminar: Health Care Reform: What Employers Need to Know Now
(Virginia Beach and Tysons Corner, VA; May 2010)