Lisa Loesel
Subscribe to Lisa Loesel's PostsLisa Loesel focuses her practice on employee benefits matters, including the design, amendment and administration of pension and 401(k) plans, nonqualified deferred compensation arrangements, and employee stock ownership plans. She counsels privately and publicly held corporations regarding the employee benefits design and transition matters arising from corporate mergers, acquisitions and divestitures. She also advises clients regarding fiduciary and plan investment issues under the Employee Retirement Income Security Act of 1974 (ERISA). Lisa also has experience counseling plan fiduciaries with respect to the claims and appeals procedures under ERISA. Read Lisa Loesel's full bio.
DOL Releases Advance Copies of the 2016 Form 5500
By Lisa Loesel on Jan 10, 2017
Posted In Health and Welfare Plans, Retirement Plans
On November 1, 2016, the US Department of Labor (DOL) released advance copies of the 2016 Form 5500 and Form 5500-SF annual return/report and their related schedules and instructions. Information copies of the 2016 forms, schedules and instructions are available on the DOL’s website. The advance copies were released for informational purposes only, and may...
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View From McDermott: Is Tibble the End of Revenue Sharing?
By Lisa Loesel and Mary K. Samsa on Mar 30, 2016
Posted In Fiduciary and Investment Issues, Retirement Plans
Ten short years ago, revenue sharing seemingly presented a “win win” opportunity for third-party administrators (TPAs) and defined contribution plan sponsors. TPAs generally retained all revenue sharing payments received from plans’ investment fund companies in exchange for administrative services provided to the investment funds. In recognition of the revenue sharing received from the investment fund...
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View From McDermott: Having Their Cake and Eating It Too—An Employer’s Guide to Managing Retirement-Eligible Employees Who Want to Start Retirement Benefits and Keep Working
By Lisa Loesel on May 20, 2014
Posted In Retirement Plans
“I would like to start receiving my retirement benefits now, but I would also like to keep working for a bit. Can I do this?” Baby boomers pose this question to their employers on a routine basis. Unfortunately, there is no stock answer to this common question. The employer response depends on a variety of...
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