Lisa S. Boehm,
Counsel

lboehm@verrill-law.com

Lisa Boehm

Lisa Boehm

News

October 23, 2024 Media Mentions

401(k) Student Loan Match Perk Hindered by Employer Hesitation More Bloomberg Law

August 15, 2024 Press Releases

87 Verrill Attorneys Recognized by Best Lawyers® 2025, Including 12 Named Lawyers of the Year More

June 7, 2024 Press Releases

30 Verrill Attorneys, Across Four Offices, Recognized in the 2024 Chambers & Partners Guide More

August 17, 2023 Press Releases

82 Verrill Attorneys Recognized by Best Lawyers® 2024, Including 10 Named Lawyers of the Year More

June 9, 2023 Press Releases

30 Verrill Attorneys, Across Four Offices, Recognized in 2023 Chambers & Partners Guide More Chambers

August 24, 2022 Press Releases

77 Verrill Attorneys Recognized by Best Lawyers® 2023, Including Six Named Lawyers of the Year More

June 8, 2022 Press Releases

31 Verrill Attorneys, Across Four Offices, Recognized in 2022 Chambers & Partners Guide More

August 31, 2021 Press Releases

65 Verrill Attorneys Recognized by Best Lawyers® 2022, Including Eight Named Lawyers of the Year More

May 27, 2021 Press Releases

32 Verrill Attorneys, Across Three Offices, Recognized in 2021 Chambers & Partners Guide More

August 24, 2020 Press Releases

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

Firm Highlights

DOL Updates Model Annual Funding Notices for SECURE 2.0

On April 3, 2025, the Department of Labor issued Field Assistance Bulletin No. 2025-02 (the FAB), providing initial guidance and updated models for defined benefit plan Annual Funding Notices that comply with the notice...

Does ERISA Work?

On Labor Day, September 2, 1974, Gerald Ford signed the Employee Retirement Income Security Act (“ERISA”) into law. ERISA governs the employee benefit plans (i.e., retirement and welfare plans) of most private employers in...

DOL Announces Temporary Enforcement Policy Regarding Transfer of Small Retirement Benefit Payments of Missing Participants to State Unclaimed Property Funds

Retirement plan fiduciaries have a new option for handling small benefit payments owed to missing participants and beneficiaries thanks to a temporary enforcement policy announced by the Department of Labor (“DOL”) earlier this month...

Spence v. American Airlines: A Texas Court’s View of the Duty of Loyalty under ERISA

Since we last discussed environmental, social, and corporate governance (“ESG”) developments in the context of ERISA retirement plans (see our post here ), ESG litigation has taken a rather unexpected turn. Although the plan...

The GLP-1 Coverage Conundrum: Managing Costs for Group Health Plans

Many employers are facing challenges in incorporating high-cost GLP-1 medications, such as Mounjaro, Ozempic, Rybelsus, Trulicity, and Wegovy, into their group health plans, as they must balance the cost to the group health plan...

The Gag Clause Quandary for Self-Insured Group Health Plans—New FAQ Guidance

The Departments of Labor, Health and Human Services, and the Treasury, with the Office of Personnel Management (the “Departments”) jointly released FAQs About Consolidated Appropriations Act, 2021 Implementation Part 69 (“FAQs Part 69”) on...

Monitoring the Activities of a Plan Fiduciary Committee: Recommendations to a Board of Directors

It is axiomatic that a person who has fiduciary responsibility with respect to an ERISA benefit plan must monitor the performance of any plan service provider or other person to whom it has delegated...

Department of Labor Launches Retirement Savings Lost and Found

The SECURE 2.0 Act of 2022 added new Section 523 to the Employee Retirement Income Security Act of 1974 (“ERISA”), requiring the Department of Labor (the “Department”) to establish an online database called the...

Solo 401(k) Plans: A Quick Fix-It Guide

“Solo 401(k)” is a marketing term used for a 401(k) plan that is adopted by a sole proprietor or an incorporated business with no employees other than the owner. These plans offer a greater...

DOL Updates Cybersecurity Guidance for ERISA Plans

On September 6, 2024, the U.S. Department of Labor (DOL) issued a press release announcing that it was publishing updated cybersecurity guidance in the form of Compliance Assistance Release No. 2024-01 for all plans...

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