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Lori Jones

Partner

St. Louis
314 552 6568 direct
314 552 7568 fax

During her more than 30 years of legal practice, Lori has been helping clients solve some of the most challenging employee benefit problems.

She advises clients on a wide range of employee benefit matters relating to qualified and nonqualified retirement plans, health and welfare benefit plans, and executive compensation, including 409a compensation plans, stock options, incentive arrangements and stock-based plans.

Her strong commitment to client service, coupled with an extensive knowledge of employee benefit law and regulations, plus a genuine appreciation of the economic and market pressures facing employers, enables her to find practical, creative and cost-effective solutions for her clients.

Lori's focus includes not only plan design and drafting, but also plan administration and compliance, and employee benefit issues relating to mergers, acquisitions and other types of corporate reorganizations.

Thompson Coburn Publications

DOL revises guidance regarding exercise of shareholder rights by ERISA fiduciaries

21st Century Cures Act overrules IRS guidance on HRAs, enhances enforcement of Mental Health Parity Act

Recent guidance issued on mental health parity and tobacco cessation programs

EEOC issues guidance on new wellness notice mandated for 2017

Section 409A: Top 10 rules for compliant non-qualified deferred compensation

Publications

"Section 409A: Top 10 rules for compliant non-qualified deferred compensation"
Thompson Coburn Publications July 2016

"Seven Principles for Implementing a Supplemental Defined Contribution Plan";
The National Association of Public Pension Attorneys Report, February 2013

"Health care exchanges face delayed implementation";
St. Louis Business Journal, July 2013

"Employers prepare for post-DOMA world after Supreme Court ruling";
Missouri Lawyers Weekly, July 2013

"Income Tax Planning and Issues," Chapter 4;
Mo Bar CLE Elder Law Handbook, 2002

Presentations

"Achieve Greater Certainty Through Pension De-Risking";
Missouri Society of Certified Public Accountants-- Employee Benefit Plans Conference, April 2014

Speaker, Western Pension and Benefits Conference, Denver Chapter

Speaker, Missouri Society of CPAs

Speaker, Certified Employee Benefit Specialists (CEBS) courses

Speaker, Bar Association of Metropolitan St. Louis