Lisa M. Burman

Lisa concentrates her practice on employee benefits, counseling clients on all aspects of plan administration and operation. Her work includes: 

• Correction of operational and document failures surrounding IRS correction programs, and representation in Department of Labor investigations and IRS audits
• Disposition of benefit plans following corporate mergers and acquisitions
• Termination of qualified retirement plans, including securing approvals from the IRS and PBGC, and addressing residual assets in overfunded defined benefit plans
• Guidance on fiduciary obligations, prohibited transactions, participant disclosures (including summary plan descriptions), communication issues, and reporting requirements under IRS and Department of Labor rules
• Welfare plan compliance, including COBRA the Health Insurance Portability and Accountability Act of 1996 (HIPAA), the Family and Medical Leave Act (FMLA), and the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA), and negotiating service agreements with third-party administrators and benefit service providers
• Section 403(b) and 457 plans for tax-exempt employers