Claudia G. Allen
Biography
Claudia Allen’s practice is concentrated in the areas of employee benefits, qualified retirement plans and employment law. She is a frequent lecturer and author of many articles in areas of qualified retirement plans, deferred compensation, employment law and other employee benefits.
Claudia provides pro-bono legal services to the Pension Project of Pro-Seniors and to the Center for Respite Care as a board member. She began her legal practice in Chicago as a Bigelow Fellow and lecturer in Law at the Law School of the University of Chicago and a visiting scholar at The American Bar Foundation, followed by an appointment as law clerk to Honorable Harlington Wood, Jr. of the United States Court of Appeals for the Seventh Circuit. Claudia has been named an Ohio Super Lawyer every year since 2004 and is and listed in “Who’s Who in Cincinnati Law.”
Prior to moving to Cincinnati, she was coordinator of Business Law and lecturer in Law at North Carolina State University in Raleigh. She has continued her college teaching as an adjunct professor at the University of Cincinnati Law School teaching a seminar on employee benefits and guest lecturer in the MBA program at Xavier University.
Articles, Publications, & Lectures
Increase Your IRA Contributions in 2019
Xavier University Presentation: HIPAA Privacy in Data Exchange
Strauss & Troy Impact: COBRA Subsidy Affects Small Employers
Strauss & Troy Impact: National Defense Authorization Act: New Leave for Military Families
Cincinnati Business Courier: Bizwomen Section: What is a Roth 401(k)?
Cincinnati Bar Association Benefits Committee: ERISA Litigation Basics
HealthBridge Meaningful Use Conference: Update on Health Data Privacy and Security Laws
Cincinnati Chamber of Commerce: FMLA and ADEA update (small business series)
Honors & Recognition
Celebrating 10 Years Of Excellence In Practice as an Ohio Super Lawyer 2004-2013
Martindale-Hubbell AV® Preeminent™ Attorney
Who’s Who in Cincinnati Law
Community Involvement
Cincinnati Bar Association
American Bar Association
Center for Respite Care, board of directors
Pro-Seniors Pension project volunteer
University of Cincinnati Law School, adjunct faculty
Cincinnati Bar Association, admissions committee
Cincinnati Bar Association, tax committee, past chair
Cincinnati Bar Association, Southwest Ohio Tax Institute, past chair
Significant Representations
Implemented Section 457 deferred compensation plans for executive directors of not-for-profit corporations
Frequent representation of employers before the IRS in resolving significant noncompliance issues in their qualified retirement plans, avoiding disqualification and tax penalties
Represented bankruptcy trustees in winding up “orphan” qualified plans abandoned in bankruptcy
Counsel to sponsors of more than 80 qualified retirement plans: responsible for implementing law changes, IRS audits, voluntary document amendments, advisor on operational issues such as eligibility, vesting and distributions
Advisor to employers with FMLA, COBRA, ADA, HIPAA and ERISA compliance issues and policy manual provisions
Implementation of combined qualified retirement plans to allow increased tax shelters for medical practices
Conducted HIPAA audit for trust providing medical aid to Fernald nuclear site victims