Lisa advises clients on employee benefits and executive compensation matters. Since joining the firm in 1988, she has practiced exclusively in the areas of employee benefits and executive compensation, with a particular emphasis on the design, drafting and operation of 401(k) plans (of both publicly traded and privately held companies), IRS correction programs and procedures for qualified and nonqualified retirement plans, and ERISA fiduciary duties and responsibilities.
Lisa regularly advises 401(k) plan clients regarding the design, drafting and implementation of automatic contribution arrangements (including QACAs and EACAs); implementation of a qualified default investment alternative (QDIA) and the requirements for compliance with the U.S. Department of Labor QDIA regulations; and procedures for plan loan administration, QDRO administration, missing participants and uncashed distribution checks. She has extensive experience representing clients whose employee benefit plans are audited by the IRS and the U.S. Department of Labor and advising clients on employee benefit plan issues in mergers and acquisitions.
Lisa served on the firm's Associate Review Committee from July, 2006 through April, 2015 and chaired that Committee from January, 2009 through April, 2015. As a mother of triplets, Lisa enjoys mentoring younger attorneys on work/life balance issues.