Lawyers / Professionals

 
Katie M. Rak       
Associate
77 West Wacker Drive
Suite 4100
Chicago, Illinois 60601-1818
T: 312.849.8291
F: 312.920.6196
krak@mcguirewoods.com
 

Ms. Rak practices within the firm's Taxation and Employee Benefits Department.


Practices & Industries
Firm Management
  • Recruiting Committee

Honors
  • McGuireWoods LLP Excellence Award

Previous Experience
  • Summer Associate, Ice Miller, Indianapolis, Indiana

Publications
  • "An Overview for Plan Sponsors and Fiduciaries of the New Requirements for Service Provider Arrangements," Co-authored with Jeffrey R. Capwell and Steven D. Kittrell, WorkCite, August 26, 2010
  • "Straight From the Heart: Guidance for Implementing Provisions of the HEART Act," Co-authored with Sally Doubet King, WorkCite, January 29, 2010
  • Richard L. Menson and Katie M. Rak. "Insurance Companies as Fiduciaries," Chapter 6, ERISA Fiduciary Law, Second Edition, 2009 Cumulative Supplement, Eds. Susan P. Serota and Frederick A. Brodie. Arlington, VA, August 26, 2009
  • "Employers Beware: Workforce Reductions Can Create Retirement Plan Partial Terminations," Co-authored with James P. McElligott, Jr. and Robert Gordon Chambers, WorkCite, April 29, 2009
  • "Automatic Contribution Arrangement Regulations Finalized," Co-authored with Richard L. Menson and Cheryl O'Donnell Guth, WorkCite, March 24, 2009
  • "Defined Contribution Plans May Skip 2009 Minimum Required Distributions," Co-authored with Steven D. Kittrell, WorkCite, February 12, 2009
  • "IRS Announces Cost-of-Living Adjustments for 2009," Co-authored with Larry R. Goldstein, WorkCite, October 20, 2008
  • "HEART Act Provides New Benefit Plan Advantages for Military Personnel," Co-authored with Robert M. Cipolla, WorkCite, July 18, 2008
  • "Department of Labor Releases Final Regulations for Qualified Default Investment Alternatives," Co-authored with Larry R. Goldstein, WorkCite, November 13, 2007
  • "IRS Modifies HSA Inflation-Adjusted Limits for 2007, Sets 2008 Limits," Co-authored with Sally Doubet King, WorkCite, June 18, 2007
  • "Reminder: New Diversification Rights and Notice Requirements for Plans With Publicly-Traded Employer Securities Become Effective January 1, 2007," Co-authored with Richard L. Menson, WorkCite, December 22, 2006
  • "IRS Releases Inflation-Adjusted Amounts for 2007," WorkCite, November 29, 2006
  • "Participant Denied Compensatory Damages for Fiduciary's Failure to Follow Investment Instructions," Co-authored with James P. McElligott, Jr. and Jeffrey R. Capwell, WorkCite, July 12, 2006
  • "IRS Releases Inflation-Adjusted Amounts for 2006," Co-authored with Richard L. Menson, WorkCite, November 23, 2005

Speaking Engagements
  • "Investing for the Undecided," Co-presented with Richard L. Menson and Richelle L. Aschenbrenner, McGuireWoods, May 21, 2008

Professional Affiliations
  • American Bar Association
    • Member, Taxation
    • Member, Young Lawyers Division
 

EDUCATION

Notre Dame Law School, Notre Dame, Indiana, J.D., 2004

University of Notre Dame, Notre Dame, Indiana, B.A., 2001

 
 

ADMITTED

Illinois 2004

 

PLACE OF BIRTH

East Chicago, Indiana