Overview

Julia has more than 20 years of experience providing proactive and practical advice to businesses on all aspects of employee benefits and executive compensation, including ERISA compliance, defined benefit and defined contribution retirement plans, health and welfare plans, executive employment agreements and non-qualified deferred compensation arrangements. Julia advises publicly traded companies, privately held companies and non-profit corporations in the Cleveland, Ohio area and nationwide from a variety of industries including technology, banking, retail, and manufacturing which gives her insight into best practices and emerging trends in the industry.

Julia has significant experience with respect to defined benefit pension plan de-risking transactions, including lump sum windows for deferred vested participants, annuity purchases and pension plan terminations having advised on over 20 such transactions. Julia also has significant experience with respect to employee benefits issues in mergers and acquisitions and post-closing integration matters, including unique issues relating to stock and asset acquisitions and merger transactions. Julia also frequently advises clients with respect to unique issues relating to multiple and multiemployer pension and health and welfare plans such as negotiation of participation agreement issues and withdrawal liability issues.

Julia is a trusted advisor to numerous businesses on all employee benefits compliance matters, including:

  • health and welfare plans compliance under the Affordable Care Act, HIPAA, COBRA, GINA as well as wellness program plan design, administration and compliance
  • design and administration of qualified defined benefit and defined contribution plans, including 401(k) plans, 403(b) plans and ESOPs
  • qualified plans non-discrimination testing in complex controlled group situations
  • 409A compliance for non-qualified deferred compensation plans
  • fiduciary governance
  • corrections under the IRS’ Employee Plans Compliance Resolution System and the DOL’s Voluntary Fiduciary Correction Program
  • IRS, DOL, PBGC reporting
  • Employee communications
Publications
Presentations
  • "Professionalism in the Practice of Law,” Quest Diagnostics Legal Department, May 31, 2017
  • “Wellness Programs: A Legal Overview,” Quest Diagnostics Legal Department, May 31, 2017
  • “The Trump Impact – The Potential Effect on Law and Policy”, March 1 and March 8, 2017
  • “Post Presidential Election Legislative Landscape,” Health Action Counsel webinar, December 8, 2016
  • “Employee Benefits Grab Bag,” Thompson Hine Annual Labor and Employment Seminar, October 27, 2016
  • “Navigating the Legal Minefield in 2016 and Beyond,” Cleveland Collaboration for Non-Profit HR Professionals, October 12, 2016
  • “Pension De-Risking and the PBGC,” American Conference Institute’s Minimizing Legal Risks in the Design, Implementation and Administration of Employee Benefit Plans, November 17, 2015
  • “Hot Topics in Employee Benefits Law,” Thompson Hine Annual Labor & Employment Seminar, November 3, 2015
  • “Preparing for 2016,” Cleveland Nonprofit HR Collaborative, October 13, 2015
  • “Affordable Care Act Update,” Thompson Hine Annual Labor & Employment Seminar, November 5, 2014
  • "Navigating the Intersection of Professional and Personal Life – DOMA, Marijuana and Social Media," Thompson Hine Premier Client Summit, May 5, 2014
  • “The Impact of Health Care Reform on Your Organization,” Cleveland Chemical Association, October 25, 2013
  • "Wellness Programs: Complying with the HIPAA Final Regulations on Nondiscriminatory Wellness Programs," Anthem Client Seminar, September 27, 2013
  • "The Impact of Health Care Reform on Your Organization," National Association of Mutual Insurance Companies, August 20, 2013
  • "What CFOs Need to Know About Health Care Reform," Avant Resources Webinar, July 24, 2013
  • "Thompson Hine 2013 Employee Benefits Update," March 2013
  • "Health Care Reform: Where We've Been and Where We're Going," Thompson Hine Labor & Employment Seminar, December 2012
  • "New Directions in Health Care Benefits," Health Action Counsel, Health Benefits Odyssey: 2014 and Beyond, November 2012
  • "The Supreme Court Health Care Decision: Impact on Group Health Plans and Employers," Strafford Webinar, July 2012
  • "Avoiding Pitfalls: A Checklist of Employment & Benefits Issues to Consider in Mergers & Acquisitions," May 2012
  • Thompson Hine 2012 Employee Benefits Update, April 2012
  • "Health Care Reform for the Tax Practitioner," Tax Executives Institute, Inc., 2012
  • "HR Professional's Guide to ERISA Fiduciary Duties," Thompson Hine 2011 Labor & Employment Seminar, December 2011
  • "Creative Cost Management Strategies for Prescription Drug Plans," Manufacturers' Education Council, 8th Annual Summit on Controlling Health Care Costs, April 2011
  • "Welfare Traps for the Unwary," Thompson Hine 2011 Employee Benefits Update, March 2011
  • "Workforce Restructurings," Thompson Hine LLP Labor & Employment Roundtable, Cleveland, 2009
  • "Employee Benefits in Mergers and Acquisitions," Cleveland Metropolitan Bar Association Cleveland Tax Institute, Cleveland, October 2008
  • "Wellness Compliance and Consumerism," Medina County Chapter of the Society of Human Resources Professionals, Medina, Ohio, September 2008
  • "Employee Benefits and Executive Compensation Update," Northeast Ohio Association of Corporate Counsel of America, Cleveland, February 2008
  • "Wellness Compliance and Consumerism," Oswald Companies Seminar, Independence, Ohio, January 2008
  • "2007 Legislative Grab Bag – Employee Benefits and Executive Compensation," Cleveland Chapter, International Certified Employee Benefits Society, Independence, Ohio, December 2007
  • "The Die is Cast - Final 409A Regulations Impact Employment and Severance Agreements," Thompson Hine LLP Cleveland Labor & Employment Seminar, Cleveland, September 2007
  • "Application of Tax Code Section 409A to Employment and Severance Agreements," RR Donnelly SEC Hot Topics Seminar, Cleveland, October 2006
  • "Employer Health Plans in 2006 and Beyond," Thompson Hine LLP Cleveland Labor & Employment Seminar, Cleveland, June 2006
Distinctions
  • Selected for inclusion in The Best Lawyers in America, 2016, 2017 and 2018
  • Inducted as a Fellow of the American College of Employee Benefits Counsel, 2016
  • Listed in The Legal 500 in Employee Benefits and Executive Compensation, 2013, 2014 and 2017
  • YWCA Women of Professional Excellence Award, 2008
Professional and Civic

Professional Associations

  • American College of Employee Benefits Counsel, Fellow
  • WEB (Worldwide Employee Benefits) Network, Immediate Past President of the Steering Committee, Member, Cleveland Chapter, Co-Chair, Programs National Board
  • New York State Bar Association
  • Ohio State Bar Association
  • Cleveland Metropolitan Bar Association

Community Activities

  • Center for Community Solutions, Board of Directors
  • St. Joseph's Academy, Board of Directors
NewsEvents