Nancy Smith’s practice focuses on employee benefits. Nancy also assists non-profit, union, and individual clients with issues related to taxation, benefits, and regulatory compliance.

In her employee benefits practice, Nancy advises Taft-Hartley funds and other employee benefit plan sponsors regarding compliance with the requirements of ERISA and the Internal Revenue Code as they pertain to plan documents, summary plan descriptions, QDROs, reporting and disclosure, service provider agreements, and plan operations, as well as plan mergers and insolvency.  Her work has included restating plan documents and trust agreements and drafting summary plan descriptions.  She regularly drafts plan and trust amendments, administrative policies and procedures, participant communications, and updates to summary plan descriptions for benefit plan clients, and has also represented plan sponsors in various matters before the IRS, DOL, and PBGC. Outside of her employee benefits work, Nancy advises non-profit organizations on issues related to obtaining and maintaining tax-exempt status, and occasionally assists individual clients with discrete tax and/or benefit issues.

Nancy joined Segal Roitman, LLP as an associate in 2011. 

During law school, Nancy served on the editorial staff of the New England Journal on Criminal and Civil Confinement.  She is a member of the ABA, its Employee Benefits Committee, and the International Foundation of Employee Benefit Plans. Nancy has contributed to two chapters of the ABA’s Employee Benefits Law treatise and serves on the Leadership Committee of the Women Employee Benefits Attorneys group within the ABA’s Joint Committee on Employee Benefits.  

When not working, Nancy enjoys creating and appreciating art in its various forms, reading, learning random things from podcasts, and experimenting with vegan baking.

Bar Admissions:
 U.S. District Court for the District of Massachusetts