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As fund counsel, Kate advises funds on a full range of matters, including review of plan documents, summary plan descriptions, and participant communications. She advises fund trustees and employees with regard to their fiduciary obligations. She advises plans with regard to compliance with ERISA and other federal laws and regulations, and represents funds undergoing audits by federal agencies. She reviews contracts with consultants, investment advisers and managers, actuaries, and other service providers. Kate also provides advice and counsel on a variety of matters, including subrogation, QDROs, withdrawal liability, and delinquency collection matters. Kate represents labor organizations before the National Labor Relations Board and in arbitrations. She also works with joint labor-management committees on cases involving interpretation and enforcement of collective bargaining agreements.
Kate joined Segal Roitman in September 1994 as a litigator, primarily handling construction site accident cases for union members. She became a partner of the firm in 2000.
Kate graduated from Harvard-Radcliffe College in 1980 with honors in philosophy. She attended Boston College Law School, where she served as a law review editor and published a comparative study on international jurisdiction issues. She graduated cum laude from Boston College Law School in 1985. From 1985 to 1993, she worked in the litigation department at Ropes & Gray. Kate taught reading for the Massachusetts Literacy Volunteers and advanced legal writing at Suffolk Law School. Kate has also served as a community mediator for the Harvard Mediation Program since 1992, beginning with small claims cases and later specializing in criminal and family cases.
Kate lives in Belmont with her husband Bob Shea. They have two daughters, Devyn and Maggie. Kate enjoys reading, running, and swimming.
Harvard-Radcliffe College B.A.,
United States District Court
for the District of Massachusetts