Biography

Since joining the firm in 1988, Lisa 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 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 QDIA regulations; and procedures for plan loan administration, QDRO administration, missing participants, and uncashed distribution checks. She has extensive experience (1) advising clients on the requirements applicable to tax-qualified retirement plans and nonqualified deferred compensation plans, (2) representing clients whose employee benefit plans are audited by the IRS and the U.S. Department of Labor, and (3) advising clients on employee benefit plan issues in mergers and acquisitions. She also has deep experience drafting plan documents, fiduciary committee documents including investment policy statements and charters, and participant disclosure documents including SPDs and required notices.

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. In 2017, she chaired the firm's Associate Leave Policy Task Force. As a mother of triplets, Lisa enjoys mentoring younger attorneys on work/life balance issues.

Services/Industries

Education

  • Duke University School of Law  (J.D.)
  • Hamilton College  (B.A., magna cum laude)
    • Phi Beta Kappa

Public Service

  • Past President and Member, Falmouth Maine Emergency Medical Team

Bar Admissions

  • Maine

Memberships

  • American Bar Association
  • Maine State Bar Association, including the Women's Law Section
  • Maine Employee Benefits Council
  • New England Employee Benefits Council

Honors

  • AV® rated by Martindale-Hubbell
  • Recognized in Chambers USA: America's Leading Lawyers for Business under Labor & Employment: Employee Benefits & Compensation
  • Named the Best Lawyers® 2018 and 2015 Employee Benefits (ERISA) Law "Lawyer of the Year" in Portland, Maine
  • Listed in The Best Lawyers in America© for Employee Benefits (ERISA) Law in Portland, Maine

To learn more about third-party ratings and rankings, and the selection processes used for inclusion, click here.

Firm Highlights

Blog

Leave Sharing Programs: A Critical Bridge for Employees Affected by COVID-19

The federal government may soon be providing paid leave assistance to employees affected by COVID-19. In the meantime, however, employers that maintain leave sharing programs can leverage those programs to help soften the financial...

Blog

Paying Health Insurance Premiums for Furloughed or Laid Off Employees

Employers of all sizes in nearly every industry have had to lay off or furlough employees in an attempt to deal with the massive business disruptions caused by the spread of COVID-19. Facing this...

Blog

Congress Passes Emergency Paid Leave Laws in Response to Coronavirus Pandemic

On March 18, Congress passed and the President signed into law the Families First Coronavirus Response Act , a temporary measure designed to increase the availability of paid leave during a time when many...

Blog

Supreme Court – Updates for 2020

We are barely two months into the new year and already there are significant updates to the 2020 Supreme Court Preview included in our December 2019 Client Advisory (available here ). Below are updates...

Blog

Supreme Court: written disclosures not enough to show actual knowledge in ERISA suits

The United States Supreme Court unanimously decided last week that a plan participant who received written disclosures about the plan’s investments, but does not remember reading them, does not necessarily have “actual knowledge” of...

Blog

High-deductible health plans can cover coronavirus costs

Recognizing the need to eliminate potential administrative and financial barriers to testing for and treatment of the 2019 Novel Coronavirus (COVID-19), in Notice 2020-15 , posted today on IRS.gov, the IRS advised that high-deductible...

Publication/Podcast

December 2019 Client Advisory

Click here to view as a PDF. This Client Advisory highlights important developments in the law governing employee benefit plans and executive compensation over the past year. It offers insight into what these developments...

Publication/Podcast

The SECURE Act

Click here to view as a PDF. The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) is the most far reaching new law affecting retirement benefits in more than...

Blog

CARES Act Imposes Limits on Executive Pay over $425,000 for Businesses Seeking Financial Assistance

On Friday, March 27, 2020, the $2 trillion assistance package known as the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) was signed into law. The CARES Act provides a variety of...

Blog

With CARES Act, Congress provides retirement plan relief and group health plan changes

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law on March 27, 2020, includes a number of provisions that affect retirement plan sponsors and participants. These provisions are designed to provide...