Saichek Law Firm, APC

decades of experience serving the complex needs of benefit plan fiduciaries

San Diego | Washington, D.C.

San Diego skyline

Attorney Shana Saichek

Attorney Shana Saichek

B. SHANA SAICHEK, ESQ

Direct Line: (619) 232-8702
shana@saicheklawfirm.com

Ms. Saichek has maintained the Martindale-Hubbell AV Pre-eminent Rating since 2001, which is the highest possible rating in both Legal Ability & Ethical Standards.

Shana Saichek, President of the firm, has provided legal advice and litigation services to employee benefit plan sponsors in the public and private sectors since 1980. She has experience with a wide variety of health and welfare, pension and profit sharing, 401(k) plans and 457 plans, apprenticeship, prepaid legal, cafeteria, sick leave/salary conversion, and flexible spending account arrangements. In the past decade, Shana developed the “Retiree Medical Trust™” concept, which provides funding for a highly tax-favored retiree medical reimbursement plan; she has helped to implement more than thirty tax-exempt trusts for funding these plans. In 2007, Ms. Saichek established the Saichek Law Firm, APC, with a focus on employee benefit trusts for public sector employees, as well as general fiduciary counsel.

From 1993-2007, Ms. Saichek was a partner in the Seattle law firm of Carney Badley Spellman, where she headed the Employee Benefits Group. Prior to that,  Ms. Saichek was the Associate Director of Research and Vice President for a national actuarial and benefits consulting firm in New York (1987-1991), where she was responsible for research and analysis of legislative, regulatory and judicial developments at the state and federal level affecting employee benefit plans. From 1980-87, Shana was in private practice with a concentration in multiemployer (Taft-Hartley) employee benefit plans in several industries.

Ms. Saichek is also a frequent speaker and author on employee benefit plan issues. She is a co-author of the website entitled, www.retireemedicaltrust.com.

PROFESSIONAL ACTIVITIES

  • NCPERS Task Force on Health Care Benefits of Public Employees and Retirees (National Conference of Public Employee Retirement Systems, Washington, D.C., 2002-2008)
  • Public Sector Plans Subcommittee of the ABA Labor & Employment Law Section (1993-2004)
  • Editorial Board of “Health and Welfare Benefits Alert” (New York Law Publ. Co.) (1993-1995)
  • Co-chair of the ABA Special Task Force on National Health Care Reform (1991-1992)
  • Co-chair of the Welfare Plans Subcommittee of the ABA Labor and Employment Law Section (1990-1993)
  • Board of Directors of the ABA Standing Committee on Prepaid Legal Services Plans (1986-1991)
  • Employee Benefits and Executive Compensation Committee of the ABA Business Law Section (1989-1991)

PUBLICATIONS AND SPEECHES

  • “The Advantages of Creating a Retiree Medical Trust,” National Conference of Public Employee Retirement Systems 2010 Annual Conference (May 2-6, 2010, Las Vegas, Nevada)
  • “OPEB Alternatives That Let Finance Officers Sleep At Night,” California Society of Municipal Finance Officers 2008 Annual Conference (March 5-7, 2008, Anaheim, California)
  • “Retiree Medical Benefits: Medical Expense Reimbursement Plan”, Public Agency Risk Managers Association 34th Annual PARMA Conference (February 10-13, 2008, Anaheim, California)
  • “Designing A Public Sector Benefit Trust Fund”, IFEBP 53rd Annual Employees Benefits Conference (November 4-7,2007, Anaheim, California)
  • “Bolstering Public Safety Employee Retiree Medical Benefits,” Public Safety Employees Pension and Benefits Conference (October 14-17, 2007, Palm Springs, California)
  • “How to Create a Retiree Medical Trust,” National Association of College and University Attorneys, 45th Annual Conference (June 26-29, 2005, Orlando, Florida)
  • “Creating a Retiree Medical Trust – How Employers and Employees Can Use Pre-Tax Dollars to Fund Retiree Medical Costs,” NCPERS Annual Conference & Exhibition (May 8-12, 2005, Las Vegas, Nevada)
  • “Pension Health Care Crisis,” Public Safety Employees Pension & Benefits Conference (October 20-23, 2002, Palm Springs, California)
  • “The How To’s for Successfully Increasing Your Members’ Benefits,” Guns and Hoses 2002 Fire and Police Pension Fund Forum (September 22-25, 2002, Miami Beach, Florida)
  • “Healthcare Crisis: Our Solutions,” Public Employees Department, International Conference, Laborers International (September 11-14, 2002, Seattle, Washington)
  • “Legislative Developments in Public Sector Plans,” International Foundation 46th Annual Employee Benefits Conference (November 11 – 15, 2000, Honolulu, Hawaii)
  • “Enhancing Financial Security During Retirement,” Public Safety Employees Pension & Benefits Conference (October 22-25, 2000, Palm Springs, California)
  • “Independence and Relationship of Investment Managers and Investment Consultants,” International Foundation 44th Annual Employee Benefits Conference (October 9-14, 1998, Las Vegas, Nevada)
  • “Issues in Trustee Ethics,” International Foundation Benefits Conference for Public Employees (August 18, 1998, Seattle, Washington)
  • “Overview of the Employee Retirement Income Security Act,” Seminar on ERISA Fundamentals by the National Business Institute, Inc. (April 18, 1996, Seattle, Washington)
  • “Health Care Reform in Washington” (impact of federal law), Washington State Council of Police Officers (October 6, 1994, Spokane, Washington)
    • “Health Reform: Opportunity for Trade Associations,” Washington Society of Association Executives (March 15, 1994, Seattle, Washington)
  • “How to Reduce Employee Benefits Lawfully,” Personnel Law Update 1993, Council on Education and Management (December 2-3, 1993, Seattle, Washington)
  • “State Approval Required for Self-Insured Health Plans,” Association of Washington Cities Trust Update, (February 1993)
  • “Welfare Plans: Common Questions and Recent Developments under ERISA and the Internal Revenue Code,” ABA National Institute on ERISA Basics (June 3-5, 1992, San Francisco, California)
  • “ABA Health Care Reform Task Force: Draft Resolution on Health Care Reform,” submitted to the Mid-Winter 1992 meeting of the Employee Benefits Committee of ABA Section of Labor and Employment Law (co-chair of Task Force)
  • “Reporting & Disclosure Obligations of Employee Benefit Plans,” The Business Lawyer (editor to article by ABA Business Section, Committee on Employee Benefits and Executive Compensation, 1993)
  • “Defined Contribution Plan Update,” May, 1992 Employee Benefits Conference of the Washington Society of Certified Public Accountants.
  • Employee Benefits Law and its 1989-1994 Supplement (BNA Books; Wash. D.C. 1991) (Chapter Editor and Contributing Author to the book written by members of the ABA Section of Labor and Employment Law, Employee Benefits Committee)
  • “Benefit Claim Issues in 1990: A Review of Major Federal Court Decisions,” Benefits Law Journal (Winter 1991)
  • “Group Benefits Legislation in 1990,” Pension World (December, 1990)
  • “COBRA -- Interplay with Other Requirements on Continuation of Group Health Coverage,” Benefits Law Journal (Vol. I, No. 4, Winter 1988-89)
  • “Reporting and Disclosure,” American Bar Association National Institute on ERISA Basics (April 14-15, 1988, New York, N.Y.)
  • “Putting a Trustee’s Duties in Context,” American Prepaid Legal Services Institute Seventh Annual Conference (March 2-5, 1988, Miami, Florida)
  • “Treasury Department Proposed Regulation on COBRA Continuation of Coverage Rules” (written with Mazo, J.F.), published in the Fall 1987 Conference Materials of the National Coordinating Committee for Multiemployer Plans
  • “Workshop on Legal Service Plans for Employees Benefit Fund Trustees and Counsel: Public Employee Trust Funds,” American Prepaid Legal Services Institute Sixth Annual Conference (October 29-November 1, 1986, Tucson, Arizona)
  • “Dividing Retirement Benefits in Marital Dissolution Cases,” Journal of Pension Planning and Compliance (Vol. 12, No. 1, Spring 1986)
  • “Legal-Legislative Update,” IFEBP Benefits Seminar for Representatives of Multiemployer Plans (February 6, 1985, Seattle, Washington)
  • “Fiduciary Responsibility,” Public Employees Conference of the International Foundation of Employee Benefit Plans (August 3-6, 1983, Seattle, Washington)
  • “Employee Benefits Summary,” IAM&AW District Lodge #751 Seminar (October 23-24, 1981, Hood Canal, Washington)
LICENSURE

State Bar of Washington (5/15/79)
State Bar of California (7/2/80)
State Bar of New York (10/31/88)
District of Columbia Bar (6/8/09)