Lori A. Basilico: Lawyer with Edwards Wildman Palmer LLP

Lori A. Basilico

Providence,  RI  U.S.A.

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Practice Areas

  • Employee Benefits
  • Executive Compensation
  • Labor and Employment
University Smith College, B.A., 1985
Law SchoolUniversity of Denver College of Law, J.D., 1988; Boston University School of Law, LL.M. in Taxation, 1992
Admitted1988, Rhode Island; 1989, U.S. District Court, District of Rhode Island; 1994, Massachusetts
BornProvidence, Rhode Island, April 6, 1963

Lori has focused her practice in the field of employee benefits and executive compensation since 1988.

Lori represents and advises private and publicly held clients with respect to the design and legal compliance of executive compensation programs, equity-based incentive compensation plans, severance and retention plans, tax-qualified plans, welfare plans, fringe benefit plans and ERISA fiduciary and prohibited transaction issues. She also counsels clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA, FMLA and other federal and state laws impacting employee benefit plans.

Lori often counsels venture capital and other private equity funds on the ERISA fiduciary implications associated with pension plan investors. She also assists clients in compliance with Section 16 of the Securities Exchange Act of 1934.

Lori has substantial experience involving compensation and benefits issues associated with mergers and acquisitions, representing both acquiring and selling companies in connection with all types of asset and stock acquisitions and divestitures.

· Over a six month period, Lori assisted a major financial institution with the continuing and "cloning" of employee benefit plans for 3,500 employees of a divested subsidiary.

· Lori has counseled privately held ESOP companies on managing ESOP repurchase liability.

· Lori recently advised a client on ERISA and Code prohibited transaction implications associated with Roth IRAs investing in a limited liability company and the subsequent investment by LLCs in entities owned by Roth IRA owners.

Before Edwards Wildman

Prior to becoming a Partner with the Firm, Lori garnered experience from the trustee perspective by working as an associate general counsel with State Street Corporation.

Besides Edwards Wildman

Lori is an active participant in the Smith Club of Rhode Island and a representative to the Moses Brown School Parents Association. She is a past board member of the American Lung Association of Rhode Island.


Educational Institutions


Tax-Exempt Organizations


ESOP Association

International Foundation of Employee Benefits

Massachusetts Bar Association

New England Employee Benefits Council

Rhode Island Bar Association

Rhode Island Benefits Council


Documents by this lawyer on Martindale.com

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DOL Issues Proposed Amendment Requiring a Summary Guide for Section 408(b)(2) Disclosures
Lori A. Basilico, April 14, 2014
The Department of Labor (“DOL”) issued a proposed amendment to the final regulations under Section 408(b)(2) of ERISA (the “Fee Disclosure Regulations”). The Fee Disclosure Regulations require that covered service providers to 401(k) plans and other ERISA covered retirement...

U.S. House of Representatives Passes Bill to Redefine Full-Time Employee Under the Affordable Care Act
Lori A. Basilico, April 14, 2014
Last week, the United States House of Representatives passed a bill that would change the definition of a full-time employee for purposes of the employer mandate in the Patient Protection and Affordable Care Act (the “ACA”).

Supreme Court Holds that Severance Payments Constitute Wages under FICA
Lori A. Basilico,Karl P. Fryzel,Rebecca Melaas, April 1, 2014
On March 25, 2014, the United States Supreme Court held in United States v. Quality Stores, Inc. that severance payments made to employees who were involuntarily terminated are taxable as wages under the Federal Insurance Contributions Act (“FICA”). United States v. Quality Stores,...

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Office Information

Lori A. Basilico

2800 Financial Plaza
ProvidenceRI 02903


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