Kim has over twenty years of experience helping employers understand and apply requirements applicable to health and welfare employee benefit plans. Kim advises large national and global employers, as well as smaller employers and service providers. These clients rely on Kim to provide proactive, practical, and cost-effective advice on everything from implementing new legal requirements to addressing day-to-day compliance issues.
By collaborating with colleagues through organizations such as the American Bar Association and the American Benefits Council, Kim stays current on the various issues impacting welfare plans and the risks and options for addressing those issues.
Kim provides advice on all aspects of health and welfare plan compliance, including:
- Applying new legal requirements, including the No Surprises Act, prescription drug reporting, gag clause prohibition compliance attestations, and mental health parity NQTL analyses;
- Applying more established legal requirements, including with respect to the Affordable Care Act, COBRA, HIPAA, HSAs, cafeteria plan rules, wellness program rules, nondiscrimination requirements, and taxation of benefits;
- Evaluating responses to legal and coverage trends, such as health plan fee lawsuits, state and federal regulation of pharmacy benefit managers, promotion of lifestyle accounts, expansion of travel benefits, and coverage of wilderness therapy;
- Advising on welfare plan fiduciary processes and documentation;
- Analyzing proposed plan designs and associated risks;
- Reviewing and negotiating service provider agreements;
- Helping health plans update HIPAA privacy and security compliance and providing HIPAA training to employees;
- Drafting and reviewing plan documentation and participant communications; and
- Consulting on benefit claims and appeals and provider demands for payment.
Kim is a frequent speaker on health and welfare plan issues, allowing her to exercise her passion for helping people understand the law. When not working, Kim enjoys spending time with her family, cooking meals and hosting friends, and spending time outdoors.
Selected by peers for inclusion in The Best Lawyers in America® for 10 years or longer
Focus Areas
- “New MHPAEA Guidance Released,” Thompson Hine Employee Benefits Update, August 2023
- “Preparing for Compliance with the Consolidated Appropriations Act,” Thompson Hine Business Law Update, Spring 2022
- “Additional Guidance Released on Coverage for OTC COVID-19 Tests,” Thompson Hine COVID-19 Update, February 2022
- “Guidance Released on Coverage for OTC COVID-19 Tests,” Thompson Hine COVID-19 Update, January 2022
- “OSHA Issues COVID-19 ETS for Large Private Employers,” Thompson Hine COVID-19 Update, November 4, 2021
- “Path Out of the Pandemic: Considerations for Employers and Government Contractors,” Thompson Hine COVID-19 Update, September 2021
- “IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,” Employee Benefit Plan Review, May 2021
- “American Rescue Plan Act: Impact on Employers and Employees,” Thompson Hine COVID-19 Update, March 10, 2021
- “IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,” Thompson Hine Employee Benefits Update, March 2021
- “Consolidated Appropriations Act, 2021: Implications for Business,” Thompson Hine COVID-19 Update, December 30, 2020
- “COVID-19 Relief Bill – The Impact on Employers and Employees,” Thompson Hine COVID-19 Update, December 2020
- “EEOC Issues Updated Guidance on Mandatory COVID-19 Vaccinations,” Thompson Hine COVID-19 Update, December 2020
- “Preparing for Compliance with the Final Price Transparency Regulations,” Thompson Hine Employee Benefits Update, December 2020
- “When Your Critical Service Providers Telecommute: Risks and Tips,” Thompson Hine COVID-19 Update, March 2020
- “Review Teleworking Cybersecurity Policies and Practices,” Thompson Hine COVID-19 Update, March 2020
- “Families First Coronavirus Response Act: Five Issues for Benefit Plan Sponsors to Consider,” Thompson Hine COVID-19 Update, March 2020
- “Frequently Asked Questions about COVID-19 and Employee Privacy,” Thompson Hine COVID-19 Update, March 2020
- “How COVID-19 Relief Law Affects Benefit Plan Sponsors,” Law360, March 18, 2020
- “IRS Issues Guidance on High Deductible Health Plans and COVID-19 Expenses,” Thompson Hine COVID-19 Update, March 2020
- “Planning for 2020: Drug Manufacturer Coupons,” CBA Report, July/August 20
- “New Opportunities to Correct HSA Mistakes,” CBA Report, May/June 2019
- “4 Questions Employers Should Ask About Telemedicine,” CBA Report, April 2019
- “Upcoming Health Plan Reporting Deadlines,” CBA Report, March 2019
- “Now is the Time to Confirm Your Health Plan Enrollment Elections,” CBA Report, January/February 2019
- “Holiday Party Tips: How to Talk to Your Friends and Relatives About HRAs,” CBA Report, December 2018
- “Three Health Plan Issues to Watch in 2019,” CBA Report, November 2018
- “Surprise! Your Doctor was Out-of-Network,” CBA Report, October 2018
- “Stories from the Trenches: Responding to ACA Penalty Letters,” CBA Report, July/August 2018
- “What You Don’t Know About Health Savings Accounts Can Tax You (Part 2),” CBA Report, June 2018
- “What You Don’t Know About Health Savings Accounts Can Tax You (Part 1),” CBA Report, May 2018
- “April Brings Changes to Disability Claims” CBA Report, April 2017
- “A Primer on Association Health Plans,” CBA Report, March 2018
- “Winter is Coming – and So Are ACA Penalties,” CBA Report, December 2017
- “A Primer on Tobacco Surcharges,” CBA Report, November 2017
- “Open Enrollment Checklist,” Thompson Hine The Law@Work Newsletter, Fall 2017
- “Your Open Enrollment Reading List,” CBA Report, October 2017
- “State Innovations in Health Care Could Create Headaches for Employers,” CBA Report, September 2017
- “Can You Correct a Medical Plan Enrollment Mistake?” CBA Report, August 2017
- “Understanding Continuous Coverage Incentives,” CBA Report, July 2017
- “The Importance of Cost Sharing Reductions,” CBA Report, June 2017
- “How Essential Health Benefits Fit Into Health Care Reform,” CBA Report, May 2017
- “Goodbye and Good Riddance to the Cadillac Tax?” CBA Report, April 2017
- “21st Century Cures for Mental Health Parity Issues,” CBA Report, March 2017
- “21st Century Cures for (Some of) What Ails Us,” CBA Report, February 2017
- “How in the HEALTH will they Repeal and Replace?” CBA Report, January 2017
- “Buyer Beware: The Unintended Cost of Some Insurance Policies,” CBA Report, December 2016
- “Your Health Coverage Might be Different in 2017,” CBA Report, November 2016
- “Comparing COBRA Coverage to Marketplace Coverage,” CBA Report, August 2016
- “The Affordable Care Act Expands Health Coverage for Gender Transition Services,” CBA Report, September 2016
- “EEOC Regulations Impact Health Risk Assessments and Biometric Screenings in the Workplace,” CBA Report, July 2016
- “Consider New Affordability Guidance When Setting Health Plan Premium Rates for 2017,” CBA Report, June 2016
- “2016 ACA Changes: Should Employers Rethink Their Leave of Absence Policies?” Thompson Hine The Law@Work Newsletter, Spring 2016
- “An Employer’s Guide to the Final EEOC Wellness Program Regulations,” Thompson Hine Employee Benefits Update, June 2016
- “The Quiet Before the Storm,” CBA Report, May 2016
- “How an ACA Reporting Form Can Be Right and Wrong at the Same Time,” CBA Report, April 2016
- “2016 ACA Changes: Should Employers Re-Think Their Leave of Absence Policies?” CBA Report, March 2016
- “Interpreting Form 1095-C,” CBA Report, February 2016
- “ACA Reporting Double-Check,” CBA Report, January 2016
- “Section 1411 Certifications: ACA Ignorance Might Be Bliss,” CBA Report, December 2015
- “Interns and the Affordable Care Act: A Case Study,” CBA Report, November 2015
- “You Expect Me to Pay How Much for Health Insurance?” CBA Report, October, 2015
- “Temporary Employees and the ACA: Does Recent DOL Guidance Require a Change?” CBA Report, September 2015
- “Supreme Court Preserves Affordable Care Act: Impact on Employer Health Plans,” Thompson Hine The Law@Work, Summer 2015
- “King v. Burwell: What’s So Important About a Subsidy?” CBA Report, August 2015
- “Did ‘America’s Sexiest Man’ Almost Doom The ACA?” Law360, July 2015
- “King v. Burwell’s Implications for Employer-Sponsored Health Plans,” Washington Legal Foundation, June 2015
- “Changes are Coming for 2016: What You Need to Know About Out-of-Pocket Maximums,” CBA Report, July 2015
- “What Proposed Regulations Mean for Your Wellness Program,” CBA Report, June 2015
- “Employers Should be Preparing Now for Form 1095-C Reporting,” CBA Report, May 2015
- “Tax Season Will Generate Affordable Care Act Questions,” CBA Report, March 2015
- “New Cadillac Tax Guidance,” Thompson Hine Employee Benefits Update, February 2015
- “Can Employers Help Employees Pay for Individual Health Insurance Policies?” CBA Report, February 2015
- “Is EEOC’s Wellness Program Litigation Making You Sick?” Law360 Expert Analysis Article, February 11, 2015
- “Can Employers Pay Employees to Drop Health Coverage?” CBA Report, January 2015
- “The EEOC Takes on Wellness Programs,” CBA Report, December 2014
- “ACA Reporting – Food for Thought,” CBA Report, November 2014
- “Decision Time: Will Acme Offer Health Coverage to More Employees in 2015?” CBA Report, October 2014
- “Understanding the Supreme Court’s Hobby Lobby Decision,” CBA Report, August 2014
- “Understanding the Supreme Court’s Hobby Lobby Decision,” Thompson Hine Employee Benefits Update, July 2014
- “Does the Affordable Care Act Penalize Employers that Use Temporary Employees?” CBA Report, July 2014
- “Amy’s Choice – Identifying Full-Time Employees Under the Affordable Care Act,” CBA Report, June 2014
- “The Affordable Care Act’s Employer Penalty: A Case Study,” CBA Report, May 2014
- “Another PPACA Pay or Play Delay – But Not for All,” CBA Report, April 2014
- “Tax Advantages for Employer-Provided Health Care Come with a Catch,” CBA Report, March 2014
- “Lawsuits Could Deny PPACA Subsidies to Ohio Residents,” CBA Report, February 2014
- “Can I Change My Mind About Marketplace Coverage?” CBA Report, January 2014
- “Health Care Coverage for Spouses (if You Can Get It) May Cost You More,” CBA Report, December 2013
- “Why it is Essential to Understand PPACA’s Definitions of ‘Essential’,” CBA Report, November 2013
- “An Employer’s Crash Course in Health Insurance Marketplaces,” CBA Report, October 2013
- “PPACA: You Say There’s a Delay?” CBA Report, September 2013
- “When Planning for PPACA, Don’t Forget the Children,” CBA Report, August 2013
- “PPACA’s Impact on Wellness Programs,” CBA Report, July 201
- “Frequently Asked Questions about PPACA and Temporary Employees,” CBA Report, June 2013
- “Premium Tax Credits: Federal Subsidies for Individual Insurance,” CBA Report, May 2013
- “Obamacare to Employers: Provide Health Coverage or Face a Penalty,” CBA Report, April 2013
- “What the HEALTH is Going to Happen in 2014?” CBA Report, March 2013
- “How Does Today’s Health Care Law Ruling Impact Insurance-Providing Employers? The Legal Pulse,” Washington Legal Foundation blog post, June 2012
- “Recent Case Highlights ADA Issues with Wellness Programs,” CBA Report, May 2011
- “First HIPAA Privacy Penalty Should Be a Wake-Up Call,” CBA Report, April 2011
- “Health Care Reform Update – Responding to Reform by Considering Self-Insurance,” CBA Report, March 2011
- “Health Care Reform Update – Is Health Care Reform Unconstitutional?” CBA Report, February 2011
- “Health Care Reform Update – Changes Coming for Over-the-Counter Drugs,” CBA Report, November 2010
- “Health Care Reform Update – External Reviews of Benefit Claims Under Health Care Reform,” CBA Report, October 2010
- “Health Care Reform Update – Employers Must Take Second Look at Grandfathered Status,” CBA Report, September 2010
- “The Lawyer Life: Achieving Work/Life Balance,” CBA Report, March 2008
- “IRS Audits Focus on Executive Compensation,” Business Courier, February 2005
- “Statutory Remedies for Judicial Torts: The Need for Wrongful Birth Legislation,” University of Cincinnati Law Review, Spring 2001
- “Federal Protection From Bullies: Williams v. General Motors Corp.,” University of Cincinnati Law Review, Summer 2000
- “Practical Responses to the Final Mental Health Parity Regulations,” Thompson Hine webinar, October 2024
- “Fiduciary Oversight of Welfare Benefit Plans,” ABA JCEB webinar, April 2024
- “Navigating the Future: Fiduciary Obligations in Health and Welfare Plans – Fiduciary Deep Dive – Part 2,” Thompson Hine webinar, April 2024
- “Fiduciary Basics for Health and Welfare Plans,” Thompson Hine “Navigating the Future: Fiduciary Obligations in Health and Welfare Plans” webinar series, March 2024
- “Tracking Mental Health Parity Developments – New Proposed MHPAEA Regulations and Enforcement Update,” ABA JCEB webinar, August 2023
- “Health and Welfare Update,” Cincinnati Employee Benefits Conference, June 2023
- “The End of the COVID-19 Emergencies: Health Plan Considerations,” Thompson Hine webinar, March 2023
- “2023 Employee Benefits Legal & Regulatory Update,” Central Ohio ISCEBS meeting, January 2023
- “What’s the Latest on Surprise Billing and Transparency,” ABA JCEB 2022 Health and Welfare Benefit Plans National Institute, October 2022
- “Keeping Up with New Compliance Requirements Applicable to Your Benefit Plans,” Total Rewards Cincinnati meeting, September 2022
- “Health Plan Transparency: Group Health Costs and Mental Health Compliance,” ABA JCEB webinar, September 2022
- “Deciphering the New Group Health Plan Requirements Under the CAA: Lessons Learned and Q&A,” Thompson Hine webinar, August 2022
- “Health & Welfare Plan Update,” Cincinnati Employee Benefits Conference, June 2022
- “Deciphering the New Group Health Plan Requirements Under the CAA: CAA Overview,” Thompson Hine webinar, March 2022
- “Hot Topics in Employee Benefits,” Thompson Hine Labor and Employment Seminar, December 2021
- “Legal Trends: Employee Benefits Challenges, Updates & Strategies,” Greater Cincinnati Human Resources Association webinar, November 2021
- “OSHA’s New COVID-19 ETS: Implications for Employers,” Thompson Hine webinar, November 2021
- “Discrimination in Health and Welfare Benefits: Mental Health Parity, Sex Discrimination, and More,” ABA JCEB 2021 Health and Welfare Benefit Plans National Institute, November 2021
- “Managing the Deluge of Employee Benefit Plan Compliance Requirements – Session 1,” Thompson Hine webinar, October 2021
- “Health and Welfare Update,” Cincinnati Employee Benefits Conference, June 2021
- “COVID, COBRA, and the CAA: Understanding Recent Legal Guidance,” Health Action Council Ohio webinar April 2021
- “Everything (Well, Almost Everything) You Need to Know About the New COBRA Subsidy,” Thompson Hine webinar, April 2021
- “The American Rescue Plan: Key Benefits & Employment Takeaways,” myLawCLE webinar April 2021
- “Legislative Update: Health and Welfare,” ISCEBS Southwestern Ohio chapter webinar, March 2021
- “Managing the 2021 Workplace: Best Practices for Addressing Vaccine-Related Issues,” Association of Corporate Counsel and Thompson Hine joint webinar, February 2021
- “What’s Up In Washington: Employee Benefits Legal and Regulatory Update – Welfare Plans,” WEB Greater Cincinnati Chapter Webinar, January 2021
- “Healthcare Update,” The University of Cincinnati 53rd Annual Income Tax Conference, December 2020
- “Buyer Beware! A Review of Topics Surrounding the Cost of Health Care Coverage,” ABA JCEB 2020 Health and Welfare Benefit Plans National Institute, December 2020
- “Navigating Employment Issues In Uncertain Times: Employee Benefits Updates: Retirement Plans, Health & Welfare Plans and ERISA Litigation,“ Thompson Hine Labor and Employment Seminar, November 2020
- “Health and Welfare Update,” Cincinnati Employee Benefits Conference, August 2020
- “Legal Trends: Employee Benefits in the Midst of COVID-19,” Greater Cincinnati Compensation & Benefits Association Webinar, June 2020
- “Changing Perspectives on Mental Health and Substance Use,” Worldwide Employee Benefits Network Northeast Ohio Chapter webinar, April 2020
- “Legislative Update: Health and Welfare,” ISCEBS Southwestern Ohio chapter webinar, February 2020
- “What’s Up In Washington: Employee Benefits Legal and Regulatory Update – Welfare Plans,” WEB Greater Cincinnati Chapter Webinar, January 2020
- “Healthcare Update,” The University of Cincinnati 52rd Annual Income Tax Conference, December 2019
- “HIPAA for Employment Professionals,” Thompson Hine Labor and Employment Seminar, December 2019
- “Keeping it Legal: The GCCBA Year-End Legal Update,” Greater Cincinnati Compensation & Benefits Association Meeting, November 2019
- “Common HIPAA Compliance Issues for Plan Sponsors,” ABA JCEB 2019 Health and Welfare Benefit Plans National Institute, October 2019
- “Ready for 2020? A Potpourri of Under the Radar Items for Health and Welfare Plans,” ABA JCEB 2019 Health and Welfare Benefit Plans National Institute, October 2019
- “Ten Things I Hate About Benefits,” Employers Health Employer Health and Wealth Workshop, August 2019
- “New Opportunities Provided by the Final HRA Regulations,” Thompson Hine Webinar, July 2019
- “What’s Up In Washington: Employee Benefits Legal and Regulatory Update – Welfare Plans,” WEB Greater Cincinnati Chapter Meeting, March 2019
- “Affordable Care Act Developments,” Cincinnati Bar Association Health Care Law Update, December 2018
- “Healthcare Update,” The University of Cincinnati 51st Annual Income Tax Conference, December 2018
- “Carving Back the Affordable Care Act,” Association of Corporate Counsel Just in Time Program, November 2018
- “Assessment Letters and Other ACA Compliance Challenges,” ABA JCEB 2018 Health and Welfare Benefit Plans National Institute, October 2018
- “Health and Wellness Programs,” Thompson Hine 2018 Employee Benefits and Executive Compensation Briefing, September 2018
- “Back to Basics: Documentation and Reporting for Health and Welfare Plans,” Employer’s Health Employer Health and Wealth Workshop, August 2018
- “What’s New for Year 2?: Benefits Update,” Thompson Hine Labor and Employment Seminar, May 2018
- “Benefits Basics Webinar #2 – Intro to Health and Welfare Plans,” Worldwide Employee Benefits National Webinar, May 2018
- “2018 Legal Update,” Greater Cincinnati Compensation & Benefits Association meeting, March 2018
- “Hot Topics in Employer Provided Health Plans,” Cincinnati Bar Association Southwestern Ohio Tax Institute, December 2017
- “Healthcare Update,” The University of Cincinnati 50th Annual Income Tax Conference, December 2017
- “Health and Welfare Plans Update,” Thompson Hine Labor and Employment Seminar, December 2017
- “Hot Topics for Employer Health Plans,” Association of Corporate Counsel Just in Time Program, November 2017
- “ERISA Plan Compliance,” Professional Group Plans Compliance Connection seminars, October 2017
- “What You Need to Know Now: The Latest in Employee Benefits,” Welfare Plan Update, Thompson Hine 2017 Employee Benefits and Executive Compensation Briefing, September 2017
- “Reforming Health Care Reform,” Cincinnati Employee Benefits Conference, June 2017
- “ACA and Insurance Coverage Issues,” Cincinnati Bar Association 2017 Gender and Healthcare Issues in the Workplace Seminar, May 2017
- “The Past, Present, and Future of Health Care Reform,” Thompson Hine Labor and Employment Seminar, May 2017
- “Are You Ready for 2017? Welfare Plan Update,” Thompson Hine 2016 Employee Benefits and Executive Compensation Briefing, September 2016
- “Responding to CMS Exchange Notices and IRS ACA Penalty Letters: Tips & Best Practices,” Cincinnati Employee Benefits Conference, June 2016
- “It’s Time to Revisit HIPAA Compliance,” AssuredPartners Webinar, May 2016
- “Leaves of Absence and ACA Compliance,” Thompson Hine Labor and Employment Seminar, May 2016
- “ACA Employer Mandate Penalty Process,” UBS Financial Services Employee Benefits Briefing, May 2016
- “What Every GC Needs to Know about the Affordable Care Act,” Association of Corporate Counsel Breakfast Briefing, March 2016
- “Helping Your Clients Navigate the ACA’s Employer Mandate Penalty – And Avoid it in the Future,” Greater Cincinnati Association of Health Underwriters meeting, March 2016
- “Regulatory Update,” Greater Cincinnati Compensation & Benefits Association Meeting, March 2016
- “The Affordable Care Act: Where Are We Now and Where Are We Going?” Society for Professional Benefit Administrators webinar, January 2016
- “What to Expect in 2016: The Affordable Care Act Employer Mandate Penalties,” Thompson Hine Labor & Employment Seminar, December 2015
- “Wellness Compliance in the Marketplace,” Humana Total Health Client Seminar, December 2015
- “Hot Topics in Benefits Law,” ISCEBS Cincinnati/Dayton chapter meeting, December 2015
- “Viewpoints on Wellness: A GCCBA Expert Panel Discussion” (panelist), Greater Cincinnati Compensation & Benefits Association Meeting, October 2015
- “The Affordable Care Act: Where Are We Now and Where Are We Going?” Northern Kentucky Bar Association Business and Tax Section Meeting, October 2015
- “The Affordable Care Act: Where Are We Now and Where Are We Going?” Worldwide Employee Benefits National Webinar, October 2015
- “Benefits Issues in the Headlines: Health Plan Update,” Thompson Hine 2015 Employee Benefits and Executive Compensation Briefing, September 2015
- “Marriage Law and Your Business” (panelist), Northern Kentucky Chamber of Commerce Eggs ‘N Issues event, August 2015
- “The Affordable Care Act: Where Are We Now and Where Are We Going?” Cincinnati Employee Benefits Conference, June 2015
- “Legal Aspects of Wellness Programs,” Healthy Ohio Business Council presentation, May 2015
- “Welfare Plan Regulatory Update: Wellness Programs and Affordable Care Act Reporting,” Worldwide Employee Benefits Network Cleveland Chapter Regulatory Update, March 2015
- “ICYMI: Recent Employee Benefits Legal Developments,” Central Ohio ISCEBS Program, January 2015
- “Is Wellness Program Litigation Making You Sick?” HR Legal Lunches, January 2015
- “Benefit and Compensation Hot Topics” (facilitated roundtable discussion on the Affordable Care Act), Greater Cincinnati Compensation & Benefits Association Program, December 2014
- “Welfare Plans Grab Bag,” Thompson Hine 2014 Employee Benefits and Executive Compensation Briefing, September 2014
- “Private Exchanges and the Defined Contribution Model,” Cincinnati Employee Benefits Conference, June 2014
- “Help Your Clients be Prepared for a DOL Investigation – Before it Happens,” Greater Cincinnati Association of Health Underwriters meeting, April 2014.
- “Affordable Care Act Update,” Thompson Hine 2013 Lawyers’ Continuing Education Seminar, December 2013
- “Wellness Programs: Complying with the HIPAA Final Regulations on Nondiscriminatory Wellness Programs,” Anthem Pathways to Health Seminar, October 2013
- “Peeling Back the Layers of Laws that Apply to Wellness Programs,” HR Legal Lunches, September 2013
- “Peeling Back the Layers of Laws that Apply to Wellness Programs,” Butler/Warren Society for Human Resource Management, August 2013
- “HIPAA Basics,” Central Ohio Chapter ISCEBS Event, July 2013
- “Implementing the Affordable Care Act,” Thompson Hine LLP 2013 Legal Update for HR Professionals, June 2013
- “Preparing for PPACA: A View from the Trenches,” Cincinnati Employee Benefits Conference, June 2013
- “The Affordable Care Act: Understanding its Impact Now and in 2014,” HR Legal Lunches, April 2013
- “So Much to Do and So Little Time: Health Plan Compliance Obligations for 2013,” Thompson Hine LLP Employee Benefits Update, March 2013 (Cincinnati and Dayton), May 2013 (Atlanta)
- “Recent Developments in Health Care Benefits: Association of Corporate Counsel Breakfast Briefing,” September 2012
- “Health Care Reform: What You Need to Know About Requirements for Employers and Potential Penalties,” KnowLex Legal Education 2012 Employment Law Briefing: Factors Affecting Workplace Rights in a Digital Age, September 2012
- “The Supreme Court Health Care Decision: Impact on Group Health Plans and Employers,” Strafford Webinar, July 2012
- “New Benefit Plan Disclosure Requirements,” Louisville Area Chapter ISCEBS Meeting, July 2012
- “Employee Wellness Programs,” Thompson Hine LLP 2012 Legal Update for HR Professionals, June 2012
- “Wellness Programs,” Cincinnati Employee Benefits Conference, June 2012
- “PPACA Legal Update,” Atlanta Bar Association Employee Benefits and Executive Compensation Committee Meeting, May 2012
- “Some Like it Hot! Hot Topics for Welfare Plans,” Thompson Hine LLP Employee Benefits Update, April 2012
- “Emerging Issues in Privacy and Data Security: A 2012 Perspective,” The Knowledge Congress Webcast Series, March 2012
- “Health Care Reform for the Tax Practitioner,” Tax Executives Institute Meeting, February 2012
- “What the HEALTH is Happening to America?”, American Society of Pension Professionals & Actuaries (ASPPA) Cincinnati Pension Conference, November 2011
- “Wellness Programs are Like Ogres (and Onions and Parfaits): Peeling Back the Layers of Laws that Apply to Wellness Programs,” Greater Cincinnati Association of Health Underwriters Meeting; October 2011
- “Hot Topics in Employee Benefits – Secrets for Successful Benefits Professionals,” Central Ohio Chapter ISCEBS Event, September 2011
- “Wellness Programs,” Cincinnati Bar Association Joint Employee Benefits and Corporate Committee Meeting, September 2011
- “Welfare Plan Traps for the Unwary,” Thompson Hine LLP Employee Benefits Update, March 2011
- “Health Care Reform: Burdens and Opportunities,” Health Action Council Ohio, October 2010
- “Health Care Reform: Myths and Misconceptions,” Human Resources Association of Southwestern Ohio, October 2010
- “Avoiding the New Excise Tax Reporting Requirement,” Thompson Hine LLP Employee Benefits Breakfast Briefing, April 2010
- “HRAs and Incentives: New Challenges to Established Practices,” Health Action Council Ohio Webinar, March 2010
- “New HIPAA Privacy and Security Requirements,” Thompson Hine LLP Employee Benefits Breakfast Briefing, April 2009
- “COBRA Subsidy,” National Association of Professional Employer Organizations Webinar, February 2009
- “COBRA Subsidy,” Health Action Council Ohio Webinar, February 2009
- “Proposed Cafeteria Plan Regulations,” Thompson Hine LLP Employee Benefits Breakfast Briefing, April 2008
- “Employer Health Plans in 2006 and Beyond,” Thompson Hine LLP Cincinnati Labor & Employment Seminar, May 2006
- “Executive Compensation – The Cornerstone of Your Retirement,” Thompson Hine LLP Spotlight on Women Seminar, March 2006
- “HIPAA Privacy, Security and Portability,” Employers Resource Association, September 2005
- “Employee Benefits Update: 2005 Highlights,” Thompson Hine LLP Cleveland Labor and Employment Seminar, July 2005
- “Legal Challenges Shaping the Future Balance of Health Care,” Ohio Association of Health Plans 2004 Convention and Trade Show, May 2004
- Inducted as a Fellow of the American College of Employee Benefits Counsel, 2023
- Selected as the leading Employee Benefits lawyer in Ohio by Lexology’s 2020 Client Choice Award
- Listed as a Next Generation Partner in The Legal 500, 2017 to 2022; recommended in The Legal 500 in Labor and Employment-Employee Benefits and Executive Compensation
- Selected for inclusion in Chambers USA: America’s Leading Lawyers for Business, Employee Benefits & Executive Compensation, Ohio, 2016 to 2024
- Selected for inclusion in The Best Lawyers in America® 2013 to 2025 for Employee Benefits (ERISA) Law
- Venue Magazine Great Leaders Under 40, 2015
- Selected to the Ohio Rising Stars list, 2009, 2012 to 2016
- YWCA Academy of Career Women of Achievement Rising Star Award, 2005 to 2006
Professional Associations
- American Bar Association
- American College of Employee Benefits Counsel, Fellow
Professional Activities
- Co-Chair of the American Bar Association Section of Taxation Subcommittee on Welfare Plans, 2021-present
- Member of the American Benefits Council, Health and Welfare Task Force, 2016 to present
Community Activities
- Taste of Grace, volunteer, 2022 to present
- Legend Community Church, volunteer 2008 to present; secretary and board member 2008 to 2017
- Our Daily Bread, board member, 2012 to 2018
Education
- University of Cincinnati College of Law, J.D., 2001
- Miami University, B.A., 1998
Bar Admissions
- Ohio
- Three Thompson Hine Partners Admitted to American College of Employee Benefits Counsel,
Thompson Hine LLP
, November 9, 2023 - New MHPAEA Guidance Released,
Employee Benefits Update
, August 7, 2023 - Business Law Update – Spring 2022,
Thompson Hine Newsletter
, May 12, 2022 - Additional Guidance Released on Coverage for OTC COVID-19 Tests,
COVID-19 Update
, February 7, 2022 - Guidance Released on Coverage for OTC COVID-19 Tests,
COVID-19 Update
, January 11, 2022 - OSHA Issues COVID-19 ETS for Large Private Employers,
COVID-19 Update
, November 4, 2021 - Path Out of the Pandemic: Considerations for Employers and Government Contractors,
COVID-19 Update
, September 10, 2021 - IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,
Employee Benefit Plan Review
, May 20, 2021 - American Rescue Plan Act: Impact on Employers and Employees,
COVID-19 Update
, March 10, 2021 - IRS Issues Guidance on Consolidated Appropriations Act FSA Forfeiture Relief,
Employee Benefits Update
, March 3, 2021