Focus Areas
- “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
- “IRS Issues Guidance on High Deductible Health Plans and COVID-19 Expenses,” Thompson Hine COVID-19 Update, March 2020
- “Open Enrollment Checklist,” Thompson Hine The Law@Work Newsletter, Fall 2017
- “‘Clarification’ About Out-of-Pocket Maximums Under Group Health Plans May Require Plan Design Changes and Increase Costs in 2016,” Thompson Hine The Law@Work, Summer 2015
- “Health Care Reform Update – Changes Coming for Over-the-Counter Drugs,” CBA Report, November 2010
- “Health Care Reform Update – External Reviews of Benefit Claims Under Health Care Reform,” CBA Report, October 2010
- “Health Care Reform Update – Employers Must Take Second Look at Grandfathered Status,” CBA Report, September 2010
- “Health Care Reform Update – More Questions Answered,” CBA Report, August 2010
- “Health Care Reform Update – Complying With Federal, State Dependent Coverage Requirements,” CBA Report, July, 2010
- “Understanding Required Changes for Health Plans,” CBA Report, June, 2010
- “The Clock’s Ticking on Compliance With New Compensation Rules,” Scrap magazine, July/August 2007
- “New Tax Rules are Creating Work for Firms,” Cincinnati Business Courier, June 2007
- “Changes in Benefits Part of Trade Treaty,” Cincinnati Business Courier, 1995
- Contributing author, Doing Business in and with the United States
- “SECURE 2.0 Deep Dive – Portability: Will Auto-in Become the New Default?” Thompson Hine Webinar, October 2023
- “SECURE 2.0 Deep Dive – Long-term Part-time Employees: 1.0 + 2.0,” Thompson Hine Webinar, April 2023
- “SECURE 2.0 Deep Dive – Catch-up Contributions Get Complicated,” Thompson Hine Webinar, March 2023
- “The Fundamentals of Corporate Board Governance and Fiduciary Duties,” presented to the Association of Corporate Counsel (ACC) Southwest Ohio, May 2022
- “Surge in ERISA Litigation Leading to Multimillion-Dollar Settlements,” Thompson Hine Premier Client Summit, May 2016
- “What to Do When…the DOL Investigates Your Benefit Plan,” Thompson Hine Human Resources Briefing, May 2015
- “401(k) Plan Fees and Funds,” Thompson Hine Premier Client Summit, May 2015
- “Retirement Plan Update,” Thompson Hine Benefits Briefing, September 2014
- “New Benefit Plan Disclosure Requirements,” Louisville Area Chapter CEBS Meeting, July 2012
- “Plan Fiduciary Best Practices – What are they? Why are they so important?”, Florida West Coast Employee Benefits Council, January 2011
- “New Laws, Trends and Best Practices Affecting Group Health Plans,” Thompson Hine Spotlight on Women Program, December 2009
- “Employee Benefit Trends and Issues in Tough Economic Times,” Association of Corporate Counsel Southwest Ohio Chapter, February 2009
- “The Clock is Still Ticking: Despite Extension Full Steam Ahead With 409A,” Greater Cincinnati Compensation and Benefits Association, September 2007
- Panelist, “Executive Compensation- No Longer Business As Usual,” Business Courier Business Law Roundtable Series, Cincinnati Ohio, February, 2005
- “An Introduction to Qualified Retirement Plans and Overview of ERISA,” Cincinnati/Dayton Chapter of International CEBS Society, 1996
- “Overview of Qualified and Non-Qualified Retirement Plans,” Cincinnati Chapter of OSCPA, 1995
- Selected to Law360’s Benefits Editorial Advisory Board, 2023, 2024
- Selected for inclusion in Chambers USA: America’s Leading Lawyers for Business, Employee Benefits & Executive Compensation, Ohio, 2021 to 2024
- Selected for inclusion in The Best Lawyers in America® 2015 to 2025 for Employee Benefits (ERISA) Law; named the Best Lawyers® 2019 Employee Benefits (ERISA) Law “Lawyer of the Year” in Cincinnati
- Recommended in The Legal 500, Employee Benefits and Executive Compensation, 2012 to 2014, 2017 to 2024
Professional Associations
- Cincinnati Bar Association
- Ohio State Bar Association
- American Bar Association
Professional Activities
- Planning Committee for annual Cincinnati Employee Benefits Conference, 1998-2001
- Cincinnati Bar Association, chairperson of the Employee Benefits Committee, 2000-2001
- Cincinnati Academy of Leadership for Lawyers, Class V, 2001
Education
- University of Cincinnati College of Law, J.D., 1992
- Northern Kentucky University, B.S., 1989, cum laude
Bar Admissions
- Ohio
- 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 - IRS Issues Guidance on High Deductible Health Plans and COVID-19 Expenses,
COVID-19 Update
, March 12, 2020