Leena Bhakta

ERISA/Employee Benefits

Orange County, CA

 

Leena Bhakta graduated cum laude from the University of California, Irvine in 1998 where she obtained Bachelor of Arts degrees in Economics and Criminology.  She received her Juris Doctor, with honors, from the University of Texas School of Law in 2001. 

Leena began her legal career at Vinson & Elkins LLP as an associate in the Employee Benefits and Executive Compensation Group.   At V&E, Leena represented publicly held corporations in all aspects of employee benefit matters, including designing and drafting qualified and nonqualified plans, comprehensive welfare benefit plans and cafeteria plans.  She also assisted clients with regulatory compliance issues under COBRA, USERRA, FMLA and HIPAA and worked on various benefit matters in connection with mergers and acquisitions.  Leena also represented companies before the IRS and DOL in connection with plan audits and voluntary correction requests.

In 2005, Leena joined Halliburton Company to be the primary counsel in charge of legal compliance for Halliburton’s qualified plans, welfare benefit plans, the master trust and offshore retirement plans.   Leena worked closely with the Global Benefits Department to ensure compliance with PPA, COBRA, USERRA, FMLA, HIPAA and PPACA.  She regularly negotiated third party administrative services contracts pertaining to benefit plans and drafted investment management agreements, summary plan descriptions and various other employee communications regarding employee benefits.  Leena also provided advice with respect to ERISA compliance and fiduciary responsibilities to members of the Benefits and Investment Committees.

After working at Halliburton Company until 2010, Leena moved back to California and took a year off to raise her two young children.  Leena joined Montage Legal Group in the fall of 2011 and is currently working as a freelance attorney.   In addition to her legal career, Leena is a volunteer Court Appointed Special Advocate mentoring and advocating in court on behalf abused and neglected children.

   
Contact information:
Leena@montagelegal.com