Meet The Team

Get to know the defined benefit plan consultants behind our success

Have a project you'd like to discuss? CONTACT US

Heather Panick, JD

Senior Consultant ()

Heather has more than 15 years of experience in the employee benefits and executive compensation industry. In her former role as an attorney, she assisted clients with the creation and administration of compensation arrangements, including deferred compensation arrangements under Code Section 409A, employment agreements, and severance agreements.

She also assisted clients with ERISA and tax-related issues in the administration, compliance and design of qualified and nonqualified retirement plans. Heather served as part of the M&A team of her last firm and assisted clients in conducting due diligence prior to acquisitions, provided advice and counsel regarding how the employee benefit plans should be either terminated or merged during the sale, and conducted Code Section 280g analysis.

Heather also worked with clients and the Internal Revenue Service, Department of Labor and PBGC in correcting plan operational and qualification errors, plan design issues, audit and collection matters and other plan and tax related issues.

Heather holds an accounting degree from the University of Central Oklahoma and received her Juris Doctorate from Oklahoma City University in 2007.

Contact Heather Panick, JD