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 Employee Benefits & Executive 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

News

Nearly 80 Verrill Attorneys Recognized by Best Lawyers® 2021, Including a Dozen Named Lawyers of the Year

(August 24, 2020) – Nearly 80 Verrill attorneys were recognized as "Best Lawyers" by Best Lawyers® 2021 , including 12 attorneys named “Lawyer of the Year,” a distinguished recognition for only a single lawyer...

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

DOL Proposed Regulation Highlights the Risks of ESG Investing for ERISA Fiduciaries

On June 23, 2020, the U.S. Department of Labor (“DOL”) issued a proposed regulation outlining the duties of an ERISA fiduciary when considering an investment that incorporates environmental, social, and corporate governance (“ESG”) factors...

News

38 Verrill Attorneys, Across Four Offices, Recognized in 2020 Chambers & Partners Guide

(April 27, 2020) – Verrill has been rated as a Leading Firm in a total of ten categories and subcategories as evaluated by London-based Chambers & Partners , one of the world's most respected...

Blog

Allocation of Medical Loss Ratio Rebates and Premium Refunds

One consequence of the current COVID-19 crisis for group health plans has been the significant reduction in employee preventive care and elective medical procedures as people shelter in place and socially distance. When group...

Blog

A Chronology of COVID-19 Relief for ERISA Plans

This chronology traces the major ongoing relief provided by legislation, regulatory action, and other agency guidance to assist ERISA plan participants, fiduciaries, and sponsors during the ongoing COVID-19 pandemic through August 10, 2020. Superseded...

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...

Blog

ERISA and COBRA Implications for EAPs and Wellness Programs

There is a growing trend for employers to provide employee assistance programs (“EAPs”) and wellness programs for the benefit of their employees. Typically, the employer pays for benefits under these programs out of its...

Blog

Proposed Regulations Clarify Application of Excise Tax under Code Section 4960

Proposed Regulations published by the Treasury Department last month provide helpful clarifications regarding the application of the excise tax under Section 4960 of the Internal Revenue Code of 1986, as amended (the “Code”). The...

Blog

401(k) Plan Sponsors – Time to Focus on Compliance with the SECURE Act’s Eligibility and Vesting Rules for Long-Term, Part-Time Employees

As noted in our January 7, 2020 Client Advisory , the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) requires 401(k) plans to allow certain long-term, part-time employees to...