Telephone:
(720) 470-1080
E-mail:
Mailing Address:
7700 E. Arapahoe Rd., Suite 100
Centennial, CO 80112
Monica
Dodd Calhoun has over thirty years of experience working on employee benefit plans, with a special focus on the plans of not-for-profit organizations and governments.
She is a frequent speaker on pension and tax issues faced by small businesses and not-for-profit organizations. She has given presentations on these topics to many organizations including ALI-ABA, CUPA-HR and the OECD (in Brasilia).
Monica received her undergraduate and law degree from the State University of New York, and has a LL.M in Taxation from New York University School of Law. As an Adjunct Professor, she has taught courses on pension planning and executive compensation arrangements. Monica is admitted to practice law in New York and Colorado. She is a member of the Colorado Bar Association, the American Bar Association and the Association of Life Insurance Counsel.
Prior to becoming a founding partner of Giller & Calhoun, Monica worked for the financial services company TIAA-CREF in various legal capacities, including General Counsel, Product Management and Senior Compliance Officer for Pension and Insurance Products. In that role, she was responsible for all aspects of the division’s business, including contracts, intellectual property, privacy, corporate governance and general legal matters.
Monica works out of both the Denver and New York offices.
Presentations
National Business Officers Association Annual Meeting in February 2012 on Integrating 403(b) Compliance into your Risk Management Program.
National Association of College and University Business Officers Tax Meeting in November 2011 on Executive Compensation Plans for Nonprofits—Getting It Right
College and University Personnel
Administrators—Utah Annual Meeting in May 2011 on Top Ten 403(b)
Compliance Issues
National Business Officers
Association Annual Meeting in February 2010 on 403(b) Compliance
The Western Pension and Benefits
Luncheon on 403(b) compliance in October, 2009
Plan Sponsor Webinar meeting on Non
ERISA 403(b) Issues in Orlando, Florida, April 15, 2009
The Rocky Mountain Non Profit
Conference on Compliance Requirements under new 403(b)
Regulations, March, 2009
Financial Research Webinar on Issues
related to TPA on new 403(b) Regulations, November, 2008
National Business Officers
Association, Webinar on new Regulations, Boulder, CO, September,
2008
The Colorado Non Profit Association,
Webinar on new Regulations, Denver CO, September, 2008
