Wendy J. Baker

Wendy J. Baker focuses her practice on ERISA and employee benefits law, advising plan sponsors, recordkeepers, and fiduciaries on retirement plan compliance. She helps clients address complex regulatory requirements with practical, business-focused guidance. Her work covers qualified and nonqualified retirement plans, fiduciary responsibilities, compliance testing, and related operational issues. Clients value her ability to explain detailed rules clearly and develop strategies that support effective administration and long-term compliance goals for organizations.

Wendy Baker earned her Juris Doctor from Case Western Reserve School of Law. She also holds dual Bachelor’s degrees in Business Administration and Biology from Heidelberg College. Her educational background combines legal training with broad business and analytical study, supporting her approach to benefits compliance.

In her legal career, Wendy has advised clients on plan design, error correction programs, mergers and acquisitions issues, internal training, and client escalations. She has served in senior legal roles with a recordkeeper, consulting organizations, and financial services institutions, giving her broad experience across the retirement plan industry. This background allows her to help clients manage compliance challenges, respond to regulatory developments, and improve internal processes with confidence and clarity.

Wendy J. Baker is admitted to practice in North Carolina and Ohio. She is also recognized for her strength as a trainer and speaker, with experience developing legal education for both legal and non-legal audiences, including executive leadership. Her career reflects deep technical knowledge, practical judgment, and a strong understanding of retirement plan operations. She helps clients navigate demanding compliance matters with clear advice, thoughtful analysis, and steady professional guidance across organizations.

Law Office Affiliations

• Partner, Hall Benefits Law, LLC
• Member, North Carolina State Bar
• Member, Ohio State Bar Association

Licensed State

• North Carolina
• Ohio

Education

• Case Western Reserve School of Law
  Juris Doctor (JD)
• Heidelberg College
  BS in Business Administration & Biology

Awards & Badges