Stephanie H. Grant 
- Senior Counsel
 
My admin
- Ashlie Wegener
 
industries
practices
- Led the team tasked with the evaluation and creation of new active and retiree health and welfare plans pursuant to a $3 billion acquisition and took the lead on the negotiation of all service provider agreements for third party administrators for the plans.
 - Lead attorney on a project for a client with 6,000 employees and 17 affiliates that involved a major overhaul of the documentation for its active employee health and welfare benefit programs.
 - Assisted several clients with converting traditional retiree medical plans to retiree health reimbursement arrangements, including drafting appropriate documents for the new programs.
 - Successfully argued that the IRS should reduce six- and seven-figure employer shared responsibility penalt
 
- Led the team tasked with the evaluation and creation of new active and retiree health and welfare plans pursuant to a $3 billion acquisition and took the lead on the negotiation of all service provider agreements for third party administrators for the plans.
 - Lead attorney on a project for a client with 6,000 employees and 17 affiliates that involved a major overhaul of the documentation for its active employee health and welfare benefit programs.
 - Assisted several clients with converting traditional retiree medical plans to retiree health reimbursement arrangements, including drafting appropriate documents for the new programs.
 - Successfully argued that the IRS should reduce six- and seven-figure employer shared responsibility penalties down to zero.
 - Assisted with the preparation of formal letters for dozens of adverse benefit determination appeals.
 - Reviewed and negotiated dozens of service agreements with health and welfare plan vendors, including HIPAA business associate agreements.
 - Assisted clients with union health and welfare benefit issues.
 - Conducted HIPAA privacy and security training for clients’ workforce members handling PHI under self-funded group health plans.
 - Advised on issues related to health and welfare benefits for inpatriate and expatriate employees.
 - Analyzed solutions to COBRA administrative errors and worked with clients to make corrections.
 - Prepared legal wrap benefit plan documents and summary plan descriptions for ERISA-covered health and welfare benefits.
 - Prepared cafeteria plan documents that comply with the requirements of Section 125 of the Internal Revenue Code.
 - Prepared trust agreements to fund certain health and welfare benefit obligations.
 - Prepared documentation for ERISA-covered onsite medical clinics and counseled employers though legal considerations related to onsite medical clinics.
 - Advised clients on legal considerations for wellness programs and worked with clients to implement a program that best fits the clients’ needs.
 - Counseled clients on issues related to non-HDHP coverage and preserving employees’ eligibility for HSA contributions.
 
- “BHS Plan Sponsor Summit: Strategic Employee Benefit Trends,” June 26, 2025
 - “Employee Benefits Legal Update;” “Fiduciary Responsibility Panel Discussion: Navigating Retirement and Health + Welfare,” Warner 2025 HR Seminar, May 13, 2025, Grand Rapids, Michigan
 - “2025 ACA Reporting Requirements and Strategies“, Warner Webinar,
 
- “BHS Plan Sponsor Summit: Strategic Employee Benefit Trends,” June 26, 2025
 - “Employee Benefits Legal Update;” “Fiduciary Responsibility Panel Discussion: Navigating Retirement and Health + Welfare,” Warner 2025 HR Seminar, May 13, 2025, Grand Rapids, Michigan
 - “2025 ACA Reporting Requirements and Strategies“, Warner Webinar,
 - “ERISA Fiduciary Rx: Prescribing Success in Health and Welfare Fiduciary Duties,” Warner 2024 HR Seminar, May 1, 2024, Grand Rapids, Michigan
 - “ACA Reporting Requirements and Strategies,” Warner Webinar,
 - “Health and Welfare Update — Learning from Others’ Mistakes,” Warner 2023 HR Seminar, May 16, 2023
 - “ACA Reporting Requirement Update and Strategies,” Warner Webinar, December 8, 2022
 - “Health and Welfare Plan Update, Returning to Normal? Preparing Your Benefit Plans for a Post-Pandemic World,” Warner 2022 HR Seminar In-Person Event, May 4, 2022, Grand Rapids, Michigan
 - “Employer Reporting Requirements for the ACA,” Warner Webinar, December 7, 2021
 - “Employee Benefits Two-Part Series on Health and Welfare,” Warner Webinar, June 29, 2021
 - “Warner Virtual Automotive Executive Roundtable Series: HR Challenges and Issues,” Warner Webinar, June 16, 2021
 - “ACA Reporting Requirements,” Warner Webinar, December 9, 2020
 - “Employee Benefits Webinar Series: Part 2 – Health and Welfare Benefits: Recent Developments and Steps to Take Now,” Warner Webinar, October 28, 2020
 - “Health and Welfare Plans: Legal and Strategic Issues,” Warner Webinar, June 10, 2020
 - “Employee Benefits Panel,” Warner 2019 HR Executive Panels, September 13, 2019, Traverse City, Michigan
 - “New Health Reimbursement Arrangement Rules Provide An Alternative to Traditional Group Health Plan Coverage,” Warner Webinar, July 30, 2019
 - “Health and Welfare Benefits During Leaves and Layoffs” and “Total Wellness Programs: Win-Win for the Employer and Employee,” Warner Human Resources Seminar, May 7, 2019, Grand Rapids, Michigan
 - “Employee Benefits Panel,” Warner 2018 HR Executive Panels, September 20, 2018, Traverse City, Michigan
 - “What’s New with Wellness Programs” and “Planning for Change for Benefit Plans,” Warner Human Resources Seminar, May 3, 2018, Grand Rapids, Michigan
 - “Employee Benefits Legal Update,” Employee Benefits Update, January 17, 2018, Troy, Michigan
 - “Myth or Truth: Employee Benefits Panel,” Warner Labor & Benefits Executive Panels, November 17, 2017, Traverse City, Michigan
 - “ACA Report Requirements,” Warner Webinar, November 6, 2017
 - “Keeping Your Wellness Program Compliant,” Warner Human Resources Seminar, May 23, 2017, Grand Rapids, Michigan
 
watch my videos
- New Bill Ends Presidential National Emergency – What That Means for EmployersWarner Employment News from the Law Shanty
 - Warner Video Special: Happy National Employee Benefits Day!
 - Affordable Care Act: Responsibilities for Cannabis EmployersWarner’s Legal News For the Cannabis Industry
 
- BHS Plan Sponsor Summit: Strategic Employee Benefit Trends
 - Warner 2025 HR Seminar In-Person Event
 - Webinar — 2025 ACA Reporting Requirements and Strategies
 - ACA Reporting Requirements and Strategies
 - Warner 2023 HR Seminar
 
- ACA Reporting Requirement Update and Strategies
 - Warner 2022 HR Seminar In-Person Event
 - Webinar: Employer Reporting Requirements for the ACA
 - Webinar: Warner Employee Benefits Two-Part Series on Health and Welfare
 - Warner Virtual Automotive Executive Roundtable Series: HR Challenges and Issues
 - Webinar: ACA Reporting Requirements
 - Employee Benefits Webinar Series: Part 2 – Health and Welfare Benefits: Recent Developments and Steps to Take Now
 - Webinar: Commercial Auto Reform
 - Health and Welfare Plans: Legal and Strategic Issues
 - ACA Reporting Requirements Webinar
 - Webinar: New Health Reimbursement Arrangement Rules Provide An Alternative to Traditional Group Health Plan Coverage
 - 2019 HR Seminar
 - Webinar: ACA Reporting Requirements
 - 2018 HR Seminar
 - Employee Benefits Update
 - 2017 Labor and Benefits Executive Panels (Traverse City)
 - Webinar: ACA Reporting Requirements
 - 2017 HR Seminar
 
- Warner Represented Full Sail Capital, LLC in its Sale to Mercer Global Advisors, Inc.
 - Warner Represented Kent Manufacturing LLC in Its Sale to Sur-Seal Corp.
 - Warner Represented ChoiceOne Financial Services, Inc. in its Merger with Fentura Financial, Inc. and Underwritten Public Offering of Common Stock
 - Warner Represented Century Mold in its Acquisition of Integrity Injection Molding
 - Warner Represents Macatawa Bank Corporation in Its Pending Merger with Wintrust Financial Corporation
 
- Warner Represented Linamar in Acquiring Three Battery Enclosure Factories
 - Warner Represents Nichols Paper & Supply in Its Sale to Imperial Dade
 - Warner Represented Kendall Electric, Inc. In Its Acquisition of Rumsey Electric Company
 - Warner Represents The Kendall Group in its Acquisition of Forberg Scientific
 - Warner Represents BPV Environmental in Its Sale to Pestell Group
 - Stephanie H. Grant Joins Warner
 
- Medicare Part D Notices Due Before October 15, 2025: What Employers Need to Know
 - One Big Beautiful Bill Enacts Important Health and Welfare Plan Updates
 - Group Health Plan PCORI Fees Due by July 31
 - U.S. Supreme Court Preserves Preventive Care Coverage Under the ACA
 - Federal Court Vacates HIPAA Rule on Reproductive Health Care Privacy
 
- Delayed Enforcement of Mental Health Parity NQTL Comparative Analysis Final Regulations
 - Executive Order Directs Enhanced Enforcement of Group Health Plan Transparency Rules
 - IRS Releases ACA Reporting Relief Guidance
 - Holy Smokes: Is Your Tobacco Surcharge Program Compliant?
 - President Gifts Employers a Little ACA Reporting Relief
 - IRS Increases Benefit Plan Limits for 2024
 - Preparing for Health Plan Anti-Gag Clause Attestation
 - Mental Health Parity Guidance is Coming
 - Group Health Plan PCORI Fees Due by July 31
 - New Bill Ends Presidential National Emergency – What That Means for Employers
 - Benefit Plan Guidance for the End of the Public Health Emergency and “Outbreak Period”
 - Warner Video Special: Happy National Employee Benefits Day!
 - IRS Significantly Increases Many Benefit Plan Limits for 2023
 - HR Professionals Day Q&A Video
 - HR Professionals Day Offering from Warner
 - Affordable Care Act: Responsibilities for Cannabis Employers
 - New Guidance on Health Plan Coverage of OTC COVID Tests
 - DOL Issues Guidance on Group Health Plan Service Provider Disclosures
 - Warner OESA Legal Corner Article: New Tactics Employers Are Taking to Encourage Employee Vaccinations
 - COBRA Subsidy Ends September 30 — Don’t Forget to Provide Notice!
 - Can an Employer Charge Unvaccinated Employees a Higher Health Plan Premium?
 - Group Health Plan PCORI Fees Due by August 2
 - IRS Clarifies Treatment of Dependent Care Assistance Programs
 - IRS Provides Guidance on COBRA Premium Assistance Program
 - COBRA Subsidies and Other Important Benefit Provisions in the American Rescue Plan Act
 - UPDATE: Government Clarifies End of Benefit Plan “Outbreak Period”
 - Benefit Plan “Outbreak Period” Set to Expire at the End of February – Maybe?
 - FSA Options Now that President Donald Trump Signed the Consolidated Appropriations Act, 2021
 - Is the Consolidated Appropriations Act in Trouble?
 - Stimulus Bill Provides New Relief for FSAs; Other Developments for Health & Welfare Plans
 - IRS Releases Key Benefit Plan Limits for 2021
 - New California Law Requires Contract Amendments
 - Medicare Part D Notice Required Before October 15, 2020
 - LGBTQ Issues for Employee Benefit Plans in Light of Bostock
 - Group Health Plan PCORI Fees Due July 31
 - New Optional Changes to Section 125 Cafeteria Plans Aimed at Adding Flexibility
 - CARES Act Provisions for Health & Welfare Plans: Implications for Employers
 - Medicare Part D Notice Required Before October 15, 2019
 - Updates in Telemedicine and Mental Health Parity
 - Group Health Plan PCORI Fees Due July 31 (and are nearing an end!)
 - Court Invalidates Affordable Care Act—What Now?
 - Affordable Care Act Reporting Relief: IRS Extends 1095-B/1095-C Distribution Deadline
 - Medicare Part D Notice Required Before Oct. 15, 2018
 - Group Health Plan PCORI Fees Due July 31, 2018
 - HR Focus – News Digest – Spring 2018
 - IRS Recalculates Several 2018 Benefit Limits – Including Family HSA Contribution Limit
 - IRS Extends 1095-C Distribution Deadline
 - Tax Reform Impacts Qualified Transportation Fringe Benefit Programs
 - The Nation’s Focus on Mental Health Turns to Group Health Plans
 - IRS Prepares to Issue ACA Employer Responsibility Penalties
 - Expanded Exemption from ACA’s Contraceptive Coverage Mandate
 - Open Enrollment Reminder: Use Updated Summary of Benefits and Coverage Forms
 - Group Health Plans’ PCORI Fees Due by July 31
 - Attorney Spotlight: Stephanie Grant on Wellness Programs
 - Should Your Health and Welfare Plan Offer Supplemental Benefits on a Pre-Tax or After-Tax Basis?
 - Health & Welfare Plans: Your First “To-Do” List for 2017
 
