Lisa S. Boehm

Lisa S. Boehm: Attorney with Verrill Dana LLP
  • Partner at Verrill Dana LLP
  • One Portland Square, P.O. Box 586, Portland, ME 04112-0586
    View Lisa S. Boehm's office location
  • Since 1988, Lisa has practiced exclusively in the areas of employee benefits and executive compensation, with a particular emphasis on the design, drafting and operation of 401(k) plans (of both publicly traded and privately held companies), IRS correction programs and procedures for qualified and nonqualified retirement plans, and ERISA fiduciary duties and responsibilities. She has extensive experience representing clients whose employee benefit plans are audited by the IRS and the U.S. Department of Labor and advising clients on employee benefit plan issues in mergers and acquisitions.

  • Peer Reviews
    5.0/5.0
    Client Reviews
    No Reviews
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Biography

Lisa advises clients on employee benefits and executive compensation matters. Since joining the firm in 1988, she has practiced exclusively in the areas of employee benefits and executive compensation, with a particular emphasis on the design, drafting and operation of 401(k) plans (of both publicly traded and privately held companies), IRS correction programs and procedures for qualified and nonqualified retirement plans, and ERISA fiduciary duties and responsibilities.

Lisa regularly advises 401(k) plan clients regarding the design, drafting and implementation of automatic contribution arrangements (including QACAs and EACAs); implementation of a qualified default investment alternative (QDIA) and the requirements for compliance with the U.S. Department of Labor QDIA regulations; and procedures for plan loan administration, QDRO administration, missing participants and uncashed distribution checks. She has extensive experience representing clients whose employee benefit plans are audited by the IRS and the U.S. Department of Labor and advising clients on employee benefit plan issues in mergers and acquisitions.

Lisa served on the firm's Associate Review Committee from July, 2006 through April, 2015 and chaired that Committee from January, 2009 through April, 2015. As a mother of triplets, Lisa enjoys mentoring younger attorneys on work/life balance issues.

Honors

AV Rated by Martindale-Hubbell
Recognized in Chambers USA: America's Leading Lawyers for Business under
Labor & Employment: Employee Benefits & Compensation
Recognized by Best Lawyers as the 2018 Portland, Maine Employee Benefits
(ERISA) Law Lawyer of the Year
Recognized by Best Lawyers as the 2015 Portland, Maine Employee Benefits
(ERISA) Law Lawyer of the Year
Listed in The Best Lawyers in America under Employee Benefits (ERISA)
Law

Public Service

Member, Falmouth, Maine Emergency Medical Team (1991-1995)
President, Falmouth Maine Emergency Medical Team (1992-1993)
Coach, Falmouth Youth Basketball Association (2005-2006)

Highlights

...has the ability to deliver practical advice on a complex subject in an understandable way.

Best Lawyers 2018 Portland, ME Employee Benefits (ERISA) Law Lawyer of the Year”

AV Rated by Martindale-Hubbell

Ranked in Chambers USA: America's Leading Lawyers for Business

BENEFITS BLOG
Keep up with changes and trends in benefits and compensation.

Selected for inclusion in The Best Lawyers in America 2018.

Experience

Correction of Plan Document Failures
Correction of numerous plan document failures with respect to new client’s two 401(k) plans. Correction included drafting plan amendments to correct plan document failures and preparing and submitting two filings to the IRS under its Voluntary Correction Program.

Correction of Prohibited Transactions
Correction of six prohibited transactions under the Internal Revenue Code and the Employee Retirement Income Security Act of 1974.

Dispute with Service Provider
Dispute regarding services provided to client by actuary relating to retirement plan design and administration.

Retirement Plan Restructuring
Restructuring of retirement program, including a soft freeze and phased changes to a pension plan with corresponding new contributions and phased changes to a defined contribution plan.

News

August 21, 2014

Verrill Dana Attorneys in Nine Practice Areas Named “Lawyers of the Year”
Press Releases
Eric D. Altholz, Lisa S. Boehm, Juliet T. Browne, Roger A. Clement, Jr., Kurt E. Klebe, William C. Knowles, David E. Warren, Karen Frink Wolf

May 29, 2013

Verrill Dana Recognized as a Leading Firm by Chambers & Partners
Press Releases
Eric D. Altholz, Scott D. Anderson, Lisa S. Boehm, Robert C. Brooks, Juliet T. Browne, Anthony M. Calcagni, Roger A. Clement, Jr., James I. Cohen, Kimberly S. Couch, Douglas P. Currier, Gregory S. Fryer, David L. Galgay, Jr., Gregg H. Ginn, James G. Goggin, Mark K. Googins, Katie M. Gray, William S. Harwood, Nora R. Healy, Jeffrey L. Heidt, Nathaniel R. Hull, Suzanne E. Meeker, Richard G. Moon, James C. Palmer, Raymond A. Pelletier

June 7, 2012

Verrill Dana Ranked Among Top Firms by Chambers & Partners
Press Releases
Eric D. Altholz, Scott D. Anderson, Lisa S. Boehm, Robert C. Brooks, Juliet T. Browne, Anthony M. Calcagni, Roger A. Clement, Jr., Christopher J.W. Coggeshall, James I. Cohen, Kimberly S. Couch, Douglas P. Currier, Gregory S. Fryer, Gregg H. Ginn, James G. Goggin, Mark K. Googins, William S. Harwood, Nora R. Healy, Jeffrey L. Heidt, Nathaniel R. Hull, Suzanne E. Meeker, Richard G. Moon, James C. Palmer, Raymond A. Pelletier, Christopher R. Smith

Publications

July 18, 2018

New Disability Claims Procedures Affect Retirement Plans and Deferred Compensation Plans Too
Alerts and Newsletters
Eric Altholz, Lisa Boehm, and Suzanne Meeker

August 30, 2013

IRS Guidance on DOMA Decision
Alerts and Newsletters

June 26, 2012

Service Provider Disclosures to Plan Fiduciaries Due by July 1
Alerts and Newsletters
Eric Altholz, Lisa Boehm, Suzanne Meeker, and Misti Munste

Areas of Practice (3)

  • Employee Benefits
  • ERISA
  • Executive Compensation

Education & Credentials

Contact Information:
(207) 253-4904  Phone
www.verrilldana.com/lboehm
University Attended:
Hamilton College, B.A., magna cum laude, 1985
Law School Attended:
Duke University, J.D., 1988
Year of First admission:
1988
Admission:
1988, Maine
Memberships:

Memberships

Maine State and American Bar Associations
Maine State Bar Association, Women's Law Section
Maine Employee Benefits Council
New England Employee Benefits Council
The ESOP Association

ISLN:
903819808

Peer Reviews

  • 5.0/5.0
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

*Peer Reviews provided before April 15, 2008 are not displayed.

Client Reviews

This attorney does not have client reviews.
Disclaimer

Documents (2)

Documents by this lawyer on Martindale.com

Portland, Maine

Contact Lisa S. Boehm

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