Patricia A. Shlonsky

PUBLICATIONS

• Retirement Plan Relief Provided by the CARES Act,” Client Alert (April 2020)
• “DOL Seeks to Clarify Fiduciary Rule Timing With Temporary Enforcement Policy,” Client Alert (March 2017)
• “U.S. Supreme Court Upholds Key Provisions of the Affordable Care Act,” Client Alert (June 2015)
• “IRS Amendments to Prohibit Lump-Sum Windows for Retirees Already Receiving Annuity Payments,” Client Alert (July 2015)
• “Trends in Health Care and Pension Benefits,” Chapter Author, Recent Changes in Employee Benefits and Executive Compensation, 2014 ed.: Leading Lawyers on Understanding ERISA Changes, Navigating Disclosure Guidelines, and Designing Compliance Strategies, Thomson Reuters Aspatore (April 2014)
• “Female Powerbrokers Q&A: Ulmer & Berne's Patty Shlonsky,” Law360 (January 2014)
• “Sixth Circuit Says Severance Payments Not Subject to FICA,” Client Alert (October 2012)
• “Summary of Benefits and Coverage (SBC) for Insured and Self-Insured Group Medical Plans Required Commencing,” Client Alert (September 2012)
• “Department of Labor Provides Additional Guidance for Compliance with Looming Fee Disclosure Requirements,” Client Alert (August 2012)

PRESENTATIONS

Plan Design & Compliance

• “So Your Plan is Being Audited by the Government - What Now?,” American Society of Pension Professionals & Actuaries/ABC Cleveland (April 2021)
• “So Your Plan is Being Audited by the Government - What Now?,” Conference of Consulting Actuaries' Annual Meeting (October 2020)
• “Benefit Plan Changes in Light of COVID-19,” Webinar (June 2020) Cleveland Fiduciary Summit (August 2019)
• “Hidden Traps of Employment and Severance Agreements: Employee Benefits and Tax Concerns,” 54th Annual Midwest Labor and Employment Conference (October 2017)
• “DOL Fiduciary Rule and the Futures and Derivatives Industry,” Midland IRA and Ulmer DOL Fiduciary Rule Seminar (August 2017)
• “Rules of Engagement: Exploring the DOL Fiduciary Rule & Its Effect on Providers of Investment Advice,” Annual Ulmer Financial Services & Securities Litigation Client CLE Seminar (November 2016)
• “Wellness Programs, HIPAA, and the EEOC: What To Do With All The Regulation,” Ohio Chamber of Commerce CLE Seminar (October 2016)
• “ACA Reporting – Struggles, Lessons Learned, and Emerging Trends,” Seminar and Panel Discussion (June 2016)
• “What’s Up With Compliance?,” Health Action Council Webinar (February 2016)
• “Current Impact of the Affordable Care Act,” Tax Club of Cleveland (September 2015)
• “The Department of Labor as an Investment Management Regulator and Current Areas of Focus During Examinations,” Co-Presenter, Chicago Compliance Group (September 2014)
• “Employers' Obligations Under the Affordable Care Act,” Ohio State Bar Association Webinar (July 2014)
• “Affordable Care Act (Obama Care),” 50th Annual Midwest Labor and Employment Law Seminar
  (October 2013)
• “Affordable Care Act Technical Updates,” SS&G Webinar (September 2013)
• “Employee Benefit Issues & M&A,” ACI's 2nd National Advanced Compliance and Benchmarking Forum
  (May 2013)
• “Patient Prosecution and Affordable Care Act of 2010: Implications for 2013 and Beyond Require Planning and Preparation Now,” Employment Law Update Seminar (May 2013)
• “Putting Health Reform into Action: Next Steps for Employers,” SS&G Health Care Reform Update
  (January 2013)
• “The New Retirement Plan Fee Disclosure Rules: What's Next for Plan Sponsors?” The Cleveland Chapter of WEB (September 2012)
• “The Mandate Decision & You,” Britton Gallagher Benefits (July 2012)
• “Health Benefit Considerations for Labor and Employment Lawyers,” 48th Annual Midwest Labor and Employment Law Seminar (October 2011)
• “Tax Issues in Settlement and Separation Agreements,” 47th Annual Midwest Labor and Employment Law Seminar (October 2010)
• “Contingent Workers and Employee Benefits - Should We Worry?,” American Conference Institute
  (May 2010)
• “Employment Contracts: Drafting Critical Provisions, Including Executive Compensation, Noncompete and Proprietary Information Provisions,” 45th Annual Midwest Labor and Employment Law Seminar 
  (October 2008)
• "409A,” Accountant’s Training Session (November 2006)
• “Benefits Issues,” Rockwell Automation (August 2006)
• "COBRA Notice Issues," Ulmer & Berne Employment & Labor Law Seminar (May 2006)
• “ERISA Considerations for Financial Service Providers,” Hot Topics: Financial Services Update 2006
  (May 2006)
• “Employee Benefits and ERISA and Retirement Plan Administration: EGTRR Benefit Changes - Part I,” Cleveland Tax Institute, Cleveland Bar Association (October 2001)
• “ASPPA Benefits Council of Cleveland,” presentation with IRS Specialists from Chicago regarding Employee Plans Compliance Resolution System (June 2001)
• “Understanding HIPAA as It Applies to Health Care Provider’s Use of Health Information,” Aultman Health System Medical Staff (September 2000)
• “Legal Considerations in Maintaining the Privacy of Medical Records,” The Benefits Forum, Manufacturers Alliance (June 2000)
• “Employee Benefits Considerations in Mergers and Acquisitions,” Cleveland Tax Institute, Cleveland Bar Association (November 1999)
• “Administering Employee Benefits to Ensure Compliance With a Litany of Complex and Conflicting Federal Laws,” Personnel Law Update 1998, Council on Education and Management (June 1998)
• “Cutting Edge Issues in Employee Benefits,” Cleveland Tax Institute, Cleveland Bar Association (October 1997)

ERISA Litigation

• “Journey to the World of ERISA - What’s New?,” Ulmer Webinar (February 2020)
• “ERISA Litigation Update,” 46th Annual Midwest Labor and Employment Law Seminar (October 2009)
• “Winning ERISA Litigation,” PriceWaterhouseCoopers General Counsel Forum (August 2008)
• “ERISA Update for Financial Services Providers,” Hot Topics: Financial Services Update 2007 (November 2007)
• “What's New in Employee Benefits,” Midwest Labor & Employment Law Seminar, Ohio State Bar Association Labor and Employment Law Section (October 2003)
• “Employee Benefits "Promises to Keep,” Midwest Labor & Employment Law Seminar, Ohio State Bar Association Labor and Employment Law Section (November 2002)
• “Benefits Issues in Downsizing the Executive,” Midwest Labor & Employment Law Seminar, Ohio State Bar Association Labor and Employment Law Section (October 2001)
• “Preemption Under ERISA,” Midwest Labor & Employment Law Conference, Ohio State Bar Association Labor and Employment Law Section (October 1999)
• “ERISA Developments Affecting the Employment Relationship,” Midwest Labor & Employment Law Conference, Ohio State Bar Association Labor and Employment Law Section (October 1997)

Executive Compensation

• "Navigating Executive Compensation," EPC Cleveland's Annual Joint Luncheon with Tax Club (May 2025)
• "What’s New with Deferred Compensation,” Cohen & Company Continuing Education Program (July 2015)

Individual Retirement Accounts

• “Journey to the World of ERISA - What’s New?,” Ulmer Webinar (February 2020)
• “ERISA Litigation Update,” 46th Annual Midwest Labor and Employment Law Seminar (October 2009)
• “Winning ERISA Litigation,” PriceWaterhouseCoopers General Counsel Forum (August 2008)
• “ERISA Update for Financial Services Providers,” Hot Topics: Financial Services Update 2007 (November 2007)
• “What's New in Employee Benefits,” Midwest Labor & Employment Law Seminar, Ohio State Bar Association Labor and Employment Law Section (October 2003)
• “Employee Benefits "Promises to Keep,” Midwest Labor & Employment Law Seminar, Ohio State Bar Association Labor and Employment Law Section (November 2002)
• “Benefits Issues in Downsizing the Executive,” Midwest Labor & Employment Law Seminar, Ohio State Bar Association Labor and Employment Law Section (October 2001)
• “Preemption Under ERISA,” Midwest Labor & Employment Law Conference, Ohio State Bar Association Labor and Employment Law Section (October 1999)
• “ERISA Developments Affecting the Employment Relationship,” Midwest Labor & Employment Law Conference, Ohio State Bar Association Labor and Employment Law Section (October 1997)

General

• "Strategies for Inclusivity in an Uncertain Future," Co-Presenter, The Law & Leadership Institute's Creating Equitable & Inclusive Workplaces in the Current Legal Landscape (February 2025)
• “Leading Through the Hurricane," Cleveland Metropolitan Bar Association's Leadership Academy (January 2023)
• “Perspectives from Local Female Rainmakers and Leaders,” Panelist, Ladder Down Cleveland (August 2019)
• “Planning in the Digital Age,” Ulmer Tax Seminar Series II (August 2018)
• “How I Learned to Stop Worrying and Love the Fiduciary Rule. An Advisor's Primer to making a Living Under the New Regime,” NAIFA Cleveland Monthly Series (May 2017)
• “Women as Visionary Leaders,” Panelist, 3rd Annual Women’s Law & Leadership Conference (October 2014)