Focus Areas
- “AT&T and Lockheed Martin Face Class Actions Over Pension Risk Transfers to Athene,” Thompson Hine Employee Benefits Update, March 2024
- “U.S. Department of Labor Greenlights Citibank’s Diverse Asset Manager Program,” The Banking Law Journal, January 2024
- “DOL Greenlights Citibank’s Diverse Asset Manager Program,” Thompson Hine Employee Benefits Update, October 2023
- “SECURE 2.0 Secures Enactment at the Last Minute,” Thompson Hine client alert, January 2023
- “IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,” Employee Benefit Plan Review, May 2021
- “American Rescue Plan Act: Impact on Employers and Employees,” Thompson Hine COVID-19 Update, March 10, 2021
- “IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,” Thompson Hine Employee Benefits Update, March 2021
- “Send Out the Search Party: Retirement Plan Fiduciary Duties Under DOL Missing Participant Guidance,” Thompson Hine Employee Benefits Update, February 2021
- “DOL Final Rule on Fiduciaries’ Exercise of Proxy Voting and Shareholder Rights,” Thompson Hine Employee Benefits Update, January 2021
- “Qualifying Disaster Relief Payments: A Rare Tax Superfecta,” Thompson Hine Business Law Update, Winter 2021
- “DOL Final Rule for Financial Factors in Selecting Plan Investments,” Thompson Hine Employee Benefits Update, December 2020
- “DOL and IRS Issue New Employee Benefits Guidance,” Thompson Hine Employee Benefits Update, September 2020
- “DOL Proposes Broad New Fiduciary Investment Advice Exemption,” Thompson Hine Employee Benefits & Executive Compensation Update, July 2020
- “DOL Finalizes Electronic Disclosure Safe Harbor for Retirement Plans,” Thompson Hine Employee Benefits & Executive Compensation Update, May 2020
- “IRS Resolves, Raises Questions For Pension Plans,” Law360, November 23, 2016
- “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
Education
- 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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- AT&T and Lockheed Martin Face Class Actions Over Pension Risk Transfers to Athene,
Employee Benefits Update
, March 15, 2024 - Three Thompson Hine Partners Admitted to American College of Employee Benefits Counsel,
Thompson Hine LLP
, November 9, 2023 - DOL Greenlights Citibank’s Diverse Asset Manager Program,
Employee Benefits Update
, October 5, 2023 - SECURE 2.0 Secures Enactment at the Last Minute,
2022 Year-End Legislation Brings Numerous Retirement Plan Changes in 2023 and Beyond
, January 5, 2023 - IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,
Employee Benefit Plan Review
, May 20, 2021 - American Rescue Plan Act: Impact on Employers and Employees,
COVID-19 Update
, March 10, 2021 - IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,
Employee Benefits Update
, March 3, 2021 - Send Out the Search Party: Retirement Plan Fiduciary Duties Under DOL Missing Participant Guidance,
Employee Benefits Update
, February 22, 2021 - DOL Final Rule on Fiduciaries’ Exercise of Proxy Voting and Shareholder Rights,
Employee Benefits Update
, January 29, 2021 - Business Law Update – Winter 2021,
Thompson Hine Newsletter
, January 14, 2021