Bio

Lori Oliphant is the Managing Member of the Dallas office and 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 helps companies navigate through and comply with the regulatory requirements of ERISA and the Code. Lori assists clients with the implementation, administration, and termination of benefit programs, including tax-qualified retirement plans (pension plans, profit sharing plans, 401(k) plans, cash balance plans, ESOPs and governmental plans), as well as health and welfare plans (including self-insured medical plans, cafeteria plans, consumer-driven health plans, and fringe benefit plans). She also assists clients in the structuring and preparation of equity incentive arrangements (including stock purchase plans, stock option arrangements, and restricted stock plans), deferred compensation arrangements, nonqualified plans, and related executive compensation programs. 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. She represents clients before various governmental entities, including the Internal Revenue Service (IRS) and the Employee Benefits Security Administration (EBSA), as well as the Pension Benefit Guaranty Corporation (PBGC).