Focus Areas
- “SECURE 2.0 Secures Enactment at the Last Minute,” Thompson Hine client alert, January 2023
- “Preparing for Compliance with the Consolidated Appropriations Act,” Thompson Hine Business Law Update, Spring 2022
- “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
- “Consolidated Appropriations Act, 2021: Implications for Business,” Thompson Hine COVID-19 Update, December 30, 2020
- “COVID-19 Relief Bill – The Impact on Employers and Employees,” Thompson Hine COVID-19 Update, December 2020
- “What Health Plan Sponsors Need to Know About COVID-19 Vaccine Coverage Requirements,” Thompson Hine COVID-19 Update, December 2020
- “Preparing for Compliance with the Final Price Transparency Regulations,” Thompson Hine Employee Benefits Update, December 2020
- “DOL Final Rule for Financial Factors in Selecting Plan Investments,” Thompson Hine Employee Benefits Update, December 2020
- “DOL Issues Interim Final Rule Implementing SECURE Act Requirements for Lifetime Benefit Illustrations,” Thompson Hine Employee Benefits & Executive Compensation Update, September 2020
- “Treasury Issues Guidance on Potential Payroll Tax Deferral,” Thompson Hine COVID-19 Update, September 2020
- “DOL Proposes Broad New Fiduciary Investment Advice Exemption,” Thompson Hine Employee Benefits & Executive Compensation Update, July 2020
- “DOL Releases Proposed Rule for Financial Factors in Selecting Plan Investments,” 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
- Co-author, “Adviser: 401(k) plans aren’t immune to COVID-19,” Crain’s Cleveland Business, April 4, 2020
- “When Your Critical Service Providers Telecommute: Risks and Tips,” Thompson Hine COVID-19 Update, March 2020
- “Review Teleworking Cybersecurity Policies and Practices,” Thompson Hine COVID-19 Update, March 2020
- Co-author, “How COVID-19 Relief Law Affects Benefit Plan Sponsors,” Law360, March 18, 2020
- “Families First Coronavirus Response Act: Five Issues for Benefit Plan Sponsors to Consider,” Thompson Hine COVID-19 Update, March 2020
- “INSIGHT: Employee Health Benefits Need Re-Check During Coronavirus Outbreak, Bloomberg Law, March 2020
- “INSIGHT: Coronavirus Adds to Employer To-Do List—Check Employee Benefits,” Bloomberg Law, 2020
- “IRS Issues Guidance on High Deductible Health Plans and COVID-19 Expenses,” Thompson Hine COVID-19 Update, March 2020
- “The American Health Care Act … What’s Next?” Thompson Hine The Law At Work Newsletter, Spring 2017
- “The ACA Is Here to Stay: Prepare for the Cadillac Tax,” Thompson Hine Product Liability eNewsletter, Fall 2015
- “EEOC Issues Proposed Wellness Program Regulations,” Thompson Hine Business Law Update, Summer 2015
- “Health Care Reform for the HR Professional,” Thompson Hine’s The Law At Work Newsletter, Spring 2013
- “Supreme Court’s ACA Decision,” wlflegalpulse.com, June 28, 2012
- “COVID-19 Implications: For Employers and Employees,” Health Action Counsel, March 24, 2020
- “Compliance During the Employee Life Cycle,” Cleveland Collaboration for Non-Profit HR Professionals, November 20, 2019
- “The Wild, Wild West of Health & Welfare Plans,” Thompson Hine Annual Labor & Employment Seminar, November 12, 2019
- “2018 Legal Update,” Cleveland Collaboration for Non-Profit HR Professionals, November 13, 2018
- “Wellness Programs after AARP v. EEOC, “ Thompson Hine Annual Labor & Employment Seminar, October 29, 2018
- “Employee Benefits – The Trump Impact,” Thompson Hine Annual Labor & Employment Seminar, November 8, 2017
- “The Trump Impact on Employee Benefits,” Cleveland Collaboration for Non-Profit HR Professionals, November 15, 2017
- “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
- Selected to Top 50: Women Ohio Super Lawyers: 2025
- Selected to the Ohio Super Lawyers list, 2021 to 2025
- Named a Crain’s Cleveland Business Notable Woman in the Law 2018
- Selected for inclusion in Chambers USA: America’s Leading Lawyers for Business, Employee Benefits & Executive Compensation, Ohio, 2018 to 2025
- Selected for inclusion in The Best Lawyers in America® 2016 to 2025 for Employee Benefits (ERISA) Law; named the Best Lawyers® 2023 Employee Benefits (ERISA) Law “Lawyer of the Year” in Cleveland
- Inducted as a Fellow of the American College of Employee Benefits Counsel, 2016
- Recommended in The Legal 500 in Employee Benefits and Executive Compensation, 2013 to 2025
- YWCA Women of Professional Excellence Award, 2008
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
Education
- Georgetown University Law Center, J.D., 1994, cum laude
- Boston University, B.A., 1991, magna cum laude
Bar Admissions
- Ohio
- New York
- 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 - Business Law Update – Spring 2022,
Thompson Hine Newsletter
, May 12, 2022 - 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 - Consolidated Appropriations Act, 2021: Implications for Business,
COVID-19 Update
, December 30, 2020 - COVID-19 Relief Bill – The Impact on Employers and Employees,
COVID-19 Update
, December 22, 2020 - What Health Plan Sponsors Need to Know About COVID-19 Vaccine Coverage Requirements,
COVID-19 Update
, December 14, 2020 - Preparing for Compliance with the Final Price Transparency Regulations,
Employee Benefits Update
, December 8, 2020 - DOL Final Rule for Financial Factors in Selecting Plan Investments,
Employee Benefits Update
, December 3, 2020