Susan Olson

Of Counsel, San Francisco Office

Direct Dial: 415.352.2733
Fax: 415.352.2701
susan.olson@bullivant.com



Practice Areas

Bar Admissions

  • California, 1991

Court Admissions

  • U.S. Court of Appeals, Ninth Circuit
  • U.S. District Court, Central District of California
  • U.S. District Court, Eastern District of California
  • U.S. District Court, Northern District of California
  • U.S. District Court, Southern District of California

Education

  • University of San Francisco, School of Law - J.D., 1990
  • Golden Gate University - M.B.A., Finance, 1984
  • Golden Gate University - B.A., cum laude, 1979

Practice Experience

Susan Olson is an employee benefits and ERISA attorney with extensive experience in Department of Labor (DOL) and Internal Revenue Service (IRS) Plan audits, investigations and qualification for tax exempt status. Susan serves as advisor to trustees of ERISA, collectively bargained retirement plans, health and welfare plans, as well as single employer retirement and health plans.

ERISA Compliance
Susan has 20 years of ERISA compliance experience. She helps Trust Fund clients comply with the requirements of ERISA and the Internal Revenue Code to maintain tax exempt status. She regularly reviews Plan documents that are subject to audits by both the DOL and the IRS, Cobra, Health Insurance Portability and Accountability Act (HIPAA), Family Medical Leave, California Family Rights Act, Domestic Relations Orders, Qualified Medical Child Support Orders, and Uniformed Services Employment and Reemployment Rights Act (USERRA).

Litigation
With significant experience defending lawsuits to secure benefits or to bring litigation against participants for the overpayment of benefits, Susan has trial experience with collections, third party liability, workers' compensation liens, interpleaders related to benefit disputes, and to assist the Fund Office with MediCal and Medicare demands for reimbursement.

Outside Counsel
Susan serves as regular outside counsel to her clients to update and amend trust agreements and review all service provider contracts. She has experience with Kaiser contracts, Vision Service contracts, Dental Benefit contracts, Investment Management Agreements, including Form ADV; Subscription Agreements; Private Offering Memorandums; real estate leases and amendments; software licensing agreements; insurance contracts, in particular fiduciary liability policies; and any other contractual arrangements the Fund Office considers on behalf of the Boards of Trustees.

Employment Counseling
Her employment law practice includes working with employers and their supervisors to prepare and update employee handbooks, HIPAA policies and procedures, sexual harassment policies, and substance abuse policies.

Professional and Civic Involvement

  • American Bar Association (Member)
  • Bar Association of San Francisco (Member)
  • International Foundation of Employee Benefit Plans (Member)
  • Queen's Bench Bar Association (Member)
  • Spinnaker Yacht Club (Member, Junior Sailing Program, Fundraising Committee)
  • State Bar of California (Member, Labor and Employment Law Section)

Advisories and Insights

Publications and Presentations

  • Panelist, "Taft-Hartley Plans and the Affordable Care Act," California Labor Federation & State Building and Construction Trades Council of California (2013)