Lisa Van Fleet is a member of the firm's Employee Benefits and Executive Compensation Client Service Group. She counsels clients, including tax-exempt organizations, with respect to qualified and nonqualified retirement plans, welfare and fringe benefit plans, and deferred and equity-based compensation. She has designed and implemented strategies for integration of employee benefit plans in mergers, acquisitions and similar corporate transactions. Ms. Van Fleet has defended clients in connection with Internal Revenue Service and Department of Labor audits of employee benefit plans and represented clients seeking rulings and exemptions from their national offices.
In addition, Ms. Van Fleet is a member of the firm’s Tax Advice and Controversy Client Service Group and works closely with the Hedge Fund Client Service Group, counseling clients on complex ERISA regulatory compliance matters, including the plan asset rules, fiduciary duties and prohibited transactions.
Ms. Van Fleet is a frequent speaker and writer on employee benefit and tax-related topics and is often quoted in professional journals and business publications. She has served for many years as an adjunct professor of law at Saint Louis University School of Law teaching employee benefits courses.
Qualified and nonqualified retirement plans, executive compensation, deferred compensation, equity based compensation, welfare benefit plans, compensation and benefit plans for tax-exempt organizations, multiemployer plans, plan asset vehicles, fiduciary duties, prohibited transactions, COBRA, HIPAA, FMLA and employee benefits in corporate transactions.