Jan Jacobson

Jan Jacobson is Senior Counsel, Retirement Policy at the American Benefits Council, a trade association based in Washington, D.C. representing primarily Fortune 500 companies that either sponsor or administer health and retirement benefits covering more than 100 million Americans. Jan provides counsel and assistance on a wide range of regulatory and legislative retirement matters and staffs the Council's Legal Affairs Committee (comprised of in-house ERISA and tax counsel of our member companies) as well as the Council's Retirement Income Task Force. She also has primary responsibility for the preparation of most agency comment letters on retirement policy topics. In addition, Jan is an adjunct professor in the graduate tax division (LLM) of the Georgetown University School of Law.

Jan joined the Council from Northern Trust Retirement Consulting, L.L.C. (now Hewitt Associates LLC) in Atlanta, GA, where she served for seven years as chief compliance officer and vice president. In that capacity, as well as other positions throughout her career, she has gained both broad and deep experience in many aspects of retirement policy, including primary responsibility for corporate compliance with IRS, DOL, SEC and Federal Reserve regulatory requirements. Jacobson has extensive experience both as a practicing attorney in the ERISA field, as well as interpreting developments in the public policy arena for clients and others. She has practiced law as an ERISA/employee benefits attorney with the firms of Elarbee, Thompson & Trapnell (now known as Elarbee, Thompson, Wilson & Sapp) of Atlanta, GA; Powell, Goldstein, Frazer & Murphy of Atlanta, GA; and Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. of Tulsa, OK.

She graduated with honors from the University of Tulsa College of Law and also holds a Bachelor's degree in Journalism from the University of Oklahoma. Jan is a member of the Georgia State bar.

Health

Health Care Reform (PPACA)

  • Employer Shared Responsibility
  • Premium Tax Credit
  • Essential Benefits
  • Summary of Benefits
  • Health Insurance Exchanges
  • Claims and Appeals
  • Preventive Care Coverage
  • Grandfathered Plans
  • Market Reforms & Adult Child/Age-26 Coverage
  • Wellness Programs
  • Automatic Enrollment
  • Accountable Care Organizations
  • Non-Discrimination
  • W-2/Informational Reporting
  • Value-Based Insurance

Taxation of Health Benefits

Consumer-Directed Plans (HSAs/FSAs/HRAs)

Health Information Technology & HIPAA Privacy

Health Plan Administration

Miscellaneous Health

COBRA

ERISA Preemption

Genetic Non-Discrimination

Health Care Quality

Medicare

Mental Health Parity

Retiree Health/ERRP

Retirement

Defined Contribution/ 401(k) Plan Reform

  • Automatic Enrollment
  • Investments
  • Plan fees
  • Taxation of Retirement Plans/Limits

Defined Benefit Plans & PBGC

  • Funding Reform
  • PBGC Deficit & Premiums

Hybrid Plans

Financial Reform/Swaps

  • Business Conduct Standards

Investment Advice

Retirement Plan Administration

Miscellaneous Retirement

Retiree Health

Savings Initiatives/IRAs

Social Security

Other Issues

International Issues

  • FACTA Issues
  • FBAR Issues
  • Puerto Rico Plans

Electronic Disclosure

Executive Compensation

  • Non-Qualified Deferred Compensation
  • Code Section 409(A), 457(A), 162(m) issues
  • Say-on-Pay

Fiduciary Issues

Flexible Workforce/
Worker Classification

Miscellaneous Issues

Disaster Relief

Stock-Based Compensation