Lisa focuses her practice on tax, compliance and fiduciary issues relating to qualified and nonqualified retirement plans, executive compensation and deferred compensation plans, transactional work involving transition of benefits and plan mergers and transfers, and dispute resolution including Internal Revenue Service (IRS) and Department of Labor (DOL) controversies.
Lisa has more than 25 years of experience as a dedicated employee benefits attorney and has been with Benesch for over 20 years. Her experience includes serving as the first in-house ERISA counsel to a Fortune 200 company headquartered in the northeastern Ohio area, as well as a tax consultant with a big four accounting firm in the Los Angeles office.
In the transactional part of her practice, Lisa has advised clients on benefits matters on hundreds of transactions, including negotiating complex defined benefit plan asset transfers, transition of self funded medical plans and retiree medical benefits, spin offs, and mergers and consolidations of qualified retirement plans.
