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Lori Oliphant focuses her practice on employee benefits and compensation matters and has extensive and in-depth experience related to these areas. She is well-versed in Employee Retirement Income Security Act (ERISA) issues and tax implications under the Internal Revenue Code of these arrangements, and often helps companies navigate through and comply with the regulatory requirements of the Act and the Code. She works with a broad and diverse group of clients including, Fortune 500 companies, privately-held companies, governmental entities, tax-exempt entities, private investment funds, real estate funds, and investment managers. Lori's clients rely on her knowledge, experience, and commitment to providing excellent service to work through sometimes complex employee benefits and compensation matters.

Memberships & Awards

American Bar Association, Joint Council on Employee Benefits (Board Member, 2021-current)
American Bar Association, Fiduciary Responsibility Administration and Litigation Committees (Chair, 2022)
National Association of Stock Plan Professionals (Board Member, Dallas Chapter, 2013-2021)
Member, Southwest Benefits Association (Board Member, 2015-2016)
Member, TE/GE Council (Co-Chair, 2021-2022)
Member, National Center for Employee Ownership
Member, ESOP Association
State Bar of Texas
Dallas Bar Association
Member, First United Methodist Church of Richardson

Key Experience

Advised clients on employee benefits issues and Title I issues arising in the context of corporate transactions (including mergers and acquisitions), private placements, initial public offerings, spin-offs, corporate restructurings and financings
Advised private investment funds and real estate funds with respect to investments by retirement plans and accounts
Advised investment managers on their fiduciary responsibilities and the application of the prohibited transaction rules with respect to the management of retirement plans and accounts

Work Experience

2022 Steptoe & Johnson