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Focus Areas

  • “Fiduciary Basics for Health and Welfare Plans,” Thompson Hine Webinar, March 27, 2024
  • “SECURE 2.0 Deep Dive – Portability: Will Auto-in Become the New Default?” Thompson Hine Webinar, October 25, 2023
  • Co-Presenter, “DOL Greenlights Diverse Asset Manager Program for ERISA Plans,” Thompson Hine Webinar, October 2023
  • “SECURE 2.0 Deep Dive – Creating the Retirement/Emergency Savings Hybrid,” Thompson Hine Webinar, August 30, 2023
  • “Compensation & Benefits Taxation: An Update on the Taxation of Retirement Plans” (Moderator), DC Bar 2022 Tax Legislative and Regulatory Update Conference, May 4, 2022
  • “Fiduciary Responsibility: I am a Fiduciary Now What?” 2021 Conference of Consulting Actuaries Annual Meeting, October 25, 2021
  • “Managing the Deluge of Employee Benefit Plan Compliance Requirements – Session 3,” Thompson Hine Webinar, October 20, 2021
  • “Benefits Building Blocks for the Biden Administration,” Thompson Hine Webinar, February 2, 2021
  • “Compensation & Benefits Taxation: Executive Compensation and Retirement Plan Tax Reform” (Panelist), DC Bar 2021 Tax Legislative and Regulatory Update Conference, January 14, 2021
  • “Stay in Your Lane: How Not to (Inadvertently) Become a Fiduciary,” 2020 Conference of Consulting Actuaries Virtual Annual Meeting, October 21, 2020
  • “The CARES Act: Employment & Benefits Update,” Thompson Hine Webinar, April 1, 2020
  • “Legal Responsibility for Protecting Retirement Plan Data,” 33rd Annual Employee Benefits Institute, Overland Park, KS, May 9, 2019
  • “Retirement Plans,” Certificate in Employee Benefits Law, Atlanta, GA, April 8-12, 2019
  • “Keeping Your Guard Up – Fiduciary Issues in DC Plans,” “Finding Nemo: Lost Participants and Related Plan Administration Issues” and “State Run Plans vs. Open Multiple Employer Plans,” 2018 Conference of Consulting Actuaries Annual Meeting, Colorado Springs, CO, October 21-24, 2018
  • “Retirement Plans Today and Tomorrow,” Washington Legislative Update, Washington, D.C., May 21-22, 2018
  • “Missing Participants,” 2018 Enrolled Actuaries Meeting, April 9, 2018
  • “News from IRS Chief Counsel (TEGE),” 2018 Joint TE/GE Council Employee Plans & Exempt Organizations Annual Meeting, Baltimore, MD, February 22-23, 2018
  • Advanced Trustees and Administrators Institute, Lake Buena Vista, FL, February 12-14, 2018
  • “Compensation & Benefits Tax Reform: Eliminating the Performance-Based Exception to Section 162(m) and other Changes Regarding Compensation,” The Tax Cuts and Jobs Act: A Conference with the Government and Private Sector to Discuss the Legislation, Washington, D.C., January 25, 2018
  • “Embracing Rejection: SOB Letters,” Conference of Consulting Actuaries Annual Meeting, Orlando, FL, October 22-25, 2017
  • “Block I, Retirement Plans,” The Certificate in Employee Benefits Seminar, Orlando, FL, July 17-21, 2017
  • “Beltway Discussions,” ESOP Q&A Roundtable Agenda, Rosemont, IL, June 2, 2017
  • “Missing Participants and Post-NRA Issues,” and “Partitions, Suspensions & Applicants’ Experience,” 42nd Actual Enrolled Actuaries Meeting, Washington, D.C., April 2-5, 2017
  • “Practitioner Panel – Missing and Non-Responsive Participants,” Employee Plans & Exempt Organizations Annual Meeting, Baltimore, MD, February 23, 2017
  • “Survival Guide: Compliance Challenges in a World Without the IRS Determination Letter Program,” Worldwide Employee Benefits Network, Washington, D.C., January 26, 2017
  • “Employee Benefits Exempt Organizations and Governmental Plans Update,” American Bar Association 2017 Midyear Meeting, Orlando, FL, January 20, 2017
  • “Multiemployer Pension Reform Act of 2014 – Decisions Made and Lessons Learned,” National CLE Conference, Snowmass, CO, January 6-7, 2017
  • “Employee Benefits, Exempt Organization and Governmental Plans Update,” American Bar Association 2016 Joint Fall CLE Meeting, Boston, MA, September 29, 2016
  • Inducted as a Fellow of the American College of Employee Benefits Counsel, 2023
  • Selected for inclusion in Chambers USA: America’s Leading Lawyers for Business, Employee Benefits & Executive Compensation, Washington, D.C., 2022, 2023
  • Selected for inclusion in The Best Lawyers in America© 2022-2024 for Employee Benefits (ERISA) Law
  • Listed in The Legal 500 in Labor & Employment-Employee Benefits & Executive Compensation, 2022, 2023


  • Georgetown University Law Center, J.D., 2003
  • Rochester Institute of Technology, M.S., 1997
  • State University of New York at Geneseo, B.A., 1994

Bar Admissions

  • District of Columbia
  • Virginia
  • Illinois
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