Ann M. O’Hara is of counsel in the Firm’s Employee Benefits Group. Ann has assisted small to mid-size businesses and not-for-profit entities, with a focus on educational institutions in establishing and administering their various benefits provided to their employees under their 403(b), 457(b) and 401(a) plans. Ann also advised clients in establishing and administering health and welfare benefit plans, including Voluntary Employees' Beneficiary Association ("VEBA") Plans and Multiple Employer Welfare Arrangements ("MEWA").

In addition to her employee benefits' experience, Ann has represented individuals and municipalities in municipal law, real estate, estate planning and probate and trust administration matters. Ann is a frequent speaker on complex estate planning topics such as IRA Trusts, business succession and charitable planning.

While completing her law degree from Indiana University Robert H. McKinney School of Law, Ann was a Tax Analyst for the Indiana Inheritance Tax Division of the Indiana Department of Revenue and also served as Director of the Corporations Division of the Indiana Secretary of State's Office.

Ann received her Bachelor of Science in finance with honors from Saint Joseph's College. Ann is admitted to the bar in Indiana and is admitted to practice before the Indiana Supreme Court, the U.S. District Courts for the Northern District of Indiana and the Southern District of Indiana.

Ann is currently a member of the Board of Directors for St. Mary's Child Center, a nonprofit organization which provides quality pre-school education to children in poverty in the City of Indianapolis. Ann is also the Chair of the Legacy Fund, Inc., the Hamilton County (Indiana) community foundation.
Selected Experience
  • Tax Analyst, Indiana Department of Revenue (January 1987 to December 1988)
  • Director of the Corporations Division, Indiana Secretary of State (January 1989 to January 1990)
Speaking Engagements
  • Presented: “Top 10 Operational Errors for Retirement Plans,” at the Human Resources Seminar of the Indiana Association of School Business Offices (IASBO) (November 9, 2017).
  • Presented: "Plan Operational Compliance," at the Ice Miller Comply Now K-12 Workshop (October 24, 2017).
  • Speaker on panel discussing compliance issues for employee benefits at the 2017 Annual Meeting of the Indiana Association of School Business Officials (IASBO) (May 10, 2017).
  • Presented: “DOL Fiduciary Rule: A Step for Transparency or Burdensome Regulations?” to the Indiana Benefits Conference (IBC) (March 21, 2017).
  • Presented: “IRA Prohibited Transactions and Their Tax Consequences” for the National Business Institute (November 29, 2016).
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