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Megan Monson

Partner

New Jersey
T: +1 973.597.2570 F: +1 973.597.2400 mmonson@lowenstein.com
  • BIO
  • EXPERIENCE
  • HONORS & AWARDS
  • NEWS & INSIGHTS

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With a focus on ensuring compliance and minimizing cost, Megan Monson advises businesses and C-suite executives on a wide variety of employee benefits and executive compensation matters. She represents an array of public and private businesses of varying sizes and across multiple industries.

Megan’s experience ranges from plan design, implementation, and ongoing administration and compliance through termination. She provides legal counsel pertaining to tax qualified plans, welfare plans, and Affordable Care Act issues, as well as on deferred compensation and equity arrangements intended to attract and retain employees.

Megan also assists in the negotiation of employment and separation agreements and applies honed skills in both company and executive representation. Due to her exposure to analyzing the issues from both perspectives, Megan is able to effectively negotiate, identify, and advise on potential problems before progress can be obstructed.

Moreover, she provides counsel on the employee benefits and executive compensation aspects of business transactions. This includes assisting with the transition of employee benefits arrangements; implementing new benefits arrangements such as retention bonuses, management incentives, and equity plans; complex 280G analyses and completion of shareholder votes; and negotiating the terms of benefits deal documents.

Prior to joining the firm, Megan worked as a tax consultant for Deloitte Tax LLP. While attending law school, she served as a judicial intern for the Hon. Freda L. Wolfson of the U.S. District Court for the District of New Jersey.

  • Represented Mattress Warehouse in acquisition of 176 new stores.
  • Represented PerkinElmer, a global leader in analytical solutions and specialized services for (bio)pharma, applied and food markets, in the acquisition of Project Farma, a leading life sciences consultancy focused on advancing technical operations from ideation through commercialization.
  • Represented Cerity Partners in merger with Lumina Financial Consultants, LLC, a wealth management and financial planning firm that focuses on serving the needs of women, their families, and their businesses.
  • Represented Cerity Partners in merger with AJ Wealth Strategies LLC, a New York-based investment and wealth management firm.
  • Represented Cerity Partners in merger with ARGI Financial Group LLC, a Kentucky-based investment and wealth management firm that oversees $4.8B in assets.
  • Represented Cerity Partners in merger with Maryland Capital Management, LLC, an investment and wealth management firm.
  • Represented Cerity Partners in merger with Covington Capital Management, an investment and wealth management firm that manages approximately $1.9B in assets.
  • Represented Cerity Partners in merger with Round Table Services LLC, a California-based investment and wealth management firm.
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No aspect of these advertisements has been approved by the highest court of any state.

Education

  • Seton Hall University School of Law (J.D. 2013), Tax Law Society; Social Justice – Pro Bono Program

    Syracuse University (B.A. 2010), magna cum laude

Affiliations

  • New Jersey Women Lawyers Association (NJWLA) Board of Directors
    • Co-General Counsel

Admissions

  • New York
  • New Jersey

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