Alison’s practice consists primarily of advising employers on employee benefits and executive compensation matters. She advises employers on compliance obligations under an increasingly complex set of rules imposed on retirement plans and welfare plans such as health, life and disability insurance plans. Alison is a leader in the firm in providing advice regarding compliance with HIPAA privacy rules for health plans and regarding compliance with tax code Section 409A’s potential penalties on deferred and executive compensation plans. She regularly advises employers regarding incentive compensation, including equity-based compensation and executive benefit plans. Alison strives to provide practical advice and innovative solutions to her client’s issues and obligations.
While benefits issues have common application to employers in many industries, a large portion of Alison’s practice consists of advising employers in the health care services industry. These employers have unique issues due to the composition of their workforce. Wide variations in the sophistication and income levels of employees create communications challenges as well as retirement plan nondiscrimination compliance concerns. Alison also regularly assists employers in banking, manufacturing, utilities, retail food service, and other service industries with their benefit plans and executive compensation programs.
University of Louisville, Louis D. Brandeis School of Law, J.D., 1989, cum laude
University of Louisville, B.S.B.A., 1985
The Best Lawyers in America®, Employee Benefits (ERISA) Law, 2005-2022; Louisville Employee Benefits (ERISA) Law “Lawyer of the Year,” 2015, 2021.
Peer Review Rated, Martindale-Hubbell®
Louisville Bar Association
Kentucky Bar Association
Louisville Employee Benefits Council since 1990, Program Committee, 1999
Ursuline Campus Schools, Member of Board of Trustees, 2002-2005
Kilgore Samaritan Counseling Center, 1999 – 2004 Board of Directors; 2002 and 2003 Chair of the Board
River City Business and Professional Women, Numerous years as Member and Member of the Board
Bingham Fellows, Leadership Louisville Center, Class of 2016
Finance Committee, Member
Executive Committee, former Member
Information Security Steering Committee, former Member
Tax, Benefits & Entrepreneurial Services Practice Group, former Group Leader
Women’s Initiative Committee, former Co-chair
Alison regularly addresses human resources and business groups on employee benefits topics. She addressed COBRA and HIPAA issues from 2000 through 2006 at the Kentucky Chamber of Commerce Human Resources Seminars. She presented advanced and basic employee benefits topics at the 1999 and 2000 Mid-America Human Resources Symposium sponsored by the chambers of commerce of six states. She has been a guest lecturer on ERISA issues at the University of Louisville School of Business. In November, 1995, and in January, 1998, she co-chaired the Kentucky Chamber of Commerce Employee Benefits Update Seminar.
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