Lisette is a member of the firm's employment services group where she focuses her talents on ERISA and employee benefit matters. Her vast experience over her 30 years in practice includes advising employers on documentary and operational compliance for their retirement plans and health and welfare plans.
Lisette understands the constantly changing legal landscape that a company's human resources face and provides practical legal guidance on how to adhere to local, state, and federal employee benefit laws and regulations, and how to correct instances of noncompliance.
To that end, she works closely with her clients by counseling them in areas such as 401(k) and 403(b) plans, as well as COBRA, flexible benefit plans, and Affordable Care Act compliance. She also has particular experience and strength in conducting fiduciary training for retirement plan committee members, trustees, and other plan fiduciaries.
Lisette speaks frequently on topics such as benefits issues and considerations with an aging workforce, employee benefits and student loan assistance, changes to the 401(k) plan hardship distribution rules, health reimbursement accounts and individual health coverage, how the SECURE Act impacts employee benefits, and how to design a wellness program.
Grant of individual prohibited transaction exemption by the Department of Labor
Over 30 successful IRS voluntary compliance program submissions relation to qualified plan failures
Counseling on best practices in qualified retirement plan governance and fiduciary training
Admitted to Practice
J.D., William & Mary School of Law, 1990
B.B.A., Accounting, University of Iowa, 1986, summa cum laude
- Special Counsel, Cooley LLP, San Francisco, 2006-2020
- Of Counsel, Trucker Huss APC, San Francisco, 2003-2006
- Vice President and Corporate Counsel, Charles Schwab, San Francisco, 2000-2003
- Partner, Associate – Nyemaster Goode, Des Moines, Iowa, 1990-2000