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Lisa S. Boehm

Lisa S. Boehm

Partner

Verrill
Maine, U.S.A.

tel: (207) 774 4000
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Local Time: Tue. 03:23

Profile

Since joining the firm in 1988, Lisa has practiced exclusively in the areas of employee benefits and executive compensation, with a particular emphasis on the design, drafting, and operation of 401(k) plans (of both publicly traded and privately held companies), IRS correction programs and procedures for qualified and nonqualified retirement plans, and ERISA fiduciary duties and responsibilities.

Lisa regularly advises 401(k) plan clients regarding the design and implementation of automatic contribution arrangements (including QACAs and EACAs); implementation of a qualified default investment alternative (QDIA) and the requirements for compliance with the QDIA regulations; and procedures for plan loan administration, QDRO administration, missing participants, and uncashed distribution checks. She has extensive experience (1) advising clients on the requirements applicable to tax-qualified retirement plans and nonqualified deferred compensation plans, (2) representing clients whose employee benefit plans are audited by the IRS and the U.S. Department of Labor, and (3) advising clients on employee benefit plan issues in mergers and acquisitions. She also has deep experience drafting plan documents, fiduciary committee documents including investment policy statements and charters, and participant disclosure documents including SPDs and required notices.

Lisa served on the firm's Associate Review Committee from July 2006 through April 2015 and chaired that committee from January 2009 through April 2015. In 2017, she chaired the firm's Associate Leave Policy Task Force. As a mother of triplets, Lisa enjoys mentoring younger attorneys on work/life balance issues.

Bar Admissions

  • Maine

Education

  • Duke University School of Law  (J.D.)
  • Hamilton College  (B.A., magna cum laude)
    • Phi Beta Kappa
Areas of Practice
Professional Career

Professional Associations

    Maine State and American Bar Associations
    Maine State Bar Association, Women's Law Section
    Maine Employee Benefits Council

  • American Bar Association
  • Maine State Bar Association, including the Women's Law Section
  • Maine Employee Benefits Council
  • New England Employee Benefits Council



Professional Activities and Experience

Accolades
  • AV® rated by Martindale-Hubbell
  • Recognized in Chambers USA: America's Leading Lawyers for Business under Labor & Employment: Employee Benefits & Compensation
  • Named the Best Lawyers® 2018 and 2015 Employee Benefits (ERISA) Law "Lawyer of the Year" in Portland, Maine
  • Listed in The Best Lawyers in America© for Employee Benefits (ERISA) Law in Portland, Maine

To learn more about third-party ratings and rankings, and the selection processes used for inclusion, click here.


Blogs

Benefits Law Update
Verrill 

Welcome to the Verrill Dana Employee Benefits and Executive Compensation Group blog. Members of the Group use this space to provide timely updates and commentary on developments in law affecting employee benefit plans and executive compensation arrangements. We intend this blog to serve as a...

Taking Care of HR Business
Verrill 

In the words of Bob Dylan: "the times they are a-changin." For anyone who deals with labor and employment issues in the workplace, Dylan's words are particularly true. Human resource professionals, supervisors, and company executives face a constantly changing and evolving legal landscape. ...

WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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