Lisa M. Simioni

Lisa M. Simioni

Lisa M. Simioni

Vice President and Senior Consultant, Compliance-Health

Lisa is a Vice President and Senior Consultant, Compliance-Health, in Segal’s Chicago office. She has more than 15 years of experience working with public sector, corporate and multiemployer clients on a wide range of health and welfare compliance matters. Lisa helps clients navigate and ensure compliance with federal and state laws, ranging from day-to-day compliance issues to complex plan design matters for both ERISA and non-ERISA clients.

Past and current client work:

  • Served as in-house counsel for Taft-Hartley Funds with more than 400,000 participants across the country, assisting in the compliance, administration and proper administration of the health and welfare and defined benefit plans on a variety of matters, including claims and appeals, QDRO administration and recoupment matters
  • Counselled employee benefit committees and plan sponsors on the variety of federal and state laws that impact the proper design and administration of health and welfare and pension plans
  • Provided ongoing support to an inter-municipal insurance association, serving school districts, employees and local unions, spearheading a variety of compliance-related initiatives; producing customized compliance-related materials relating to the retention and eventual decision to relinquish grandfathered status; providing annual enrollment assistance; and drafting recommendations and 125 plan language relating to cash-in-lieu provisions to comply with the Internal Revenue Code and the FLSA
  • Supported a public sector employee benefit consortium on various health and welfare related compliance matters, including changes to the wellness program structure and implementation of HSA contribution incentive
  • Strategically assisted both large and small public sector and corporate clients on the implementation of ACA-related requirements and ongoing compliance under federal and state laws
  • Provided compliance-related advice to companies in transition to a defined contribution structure offered through a private exchange platform

Before joining Segal, Lisa served as Assistant Vice President, Compliance Counsel at Gallagher Benefits Services, Inc., a subsidiary of Arthur J. Gallagher & Co., where she provided regular compliance support to clients in the health and welfare arena, including, but not limited to, the Internal Revenue Code, ERISA, HIPAA, FMLA, ADA/GINA, COBRA and state laws. She worked with ERISA and non-ERISA clients to help them remain in compliance with the federal and state laws that impact the operation and design of sophisticated health and welfare plan arrangements.

Prior to entering the consulting arena, Lisa served as in-house counsel for one of the nation’s largest multiemployer Taft-Hartley health and welfare and pension funds. In that role, she regularly helped internal staff understand and remain compliant with the laws that impact the proper administration of a complex Taft-Hartley union plan. She also worked in private practice representing multiemployer fund clients in the federal courts with an emphasis on ERISA litigation matters.

Lisa received a JD and LLM in Employee Benefits from the John Marshall Law School and a BA International Business from Dominican University. She received Segal’s One Company Award for 2022, recognizing colleagues who exemplify the attitudes and behaviors of teamwork and collaboration that are inherent in our One Company philosophy.

Lisa presents on a variety of legal topics both in person and via webinars to a wide range of clients on many topics related to the proper design and administration of employer benefits plans.

Contact Lisa

The information you provide will not be shared with anyone outside Segal.

Lisa M. Simioni

Lisa M. Simioni

Lisa M. Simioni

Vice President and Senior Consultant, Compliance-Health

Lisa is a Vice President and Senior Consultant, Compliance-Health, in Segal’s Chicago office. She has more than 15 years of experience working with public sector, corporate and multiemployer clients on a wide range of health and welfare compliance matters. Lisa helps clients navigate and ensure compliance with federal and state laws, ranging from day-to-day compliance issues to complex plan design matters for both ERISA and non-ERISA clients.

Past and current client work:

  • Served as in-house counsel for Taft-Hartley Funds with more than 400,000 participants across the country, assisting in the compliance, administration and proper administration of the health and welfare and defined benefit plans on a variety of matters, including claims and appeals, QDRO administration and recoupment matters
  • Counselled employee benefit committees and plan sponsors on the variety of federal and state laws that impact the proper design and administration of health and welfare and pension plans
  • Provided ongoing support to an inter-municipal insurance association, serving school districts, employees and local unions, spearheading a variety of compliance-related initiatives; producing customized compliance-related materials relating to the retention and eventual decision to relinquish grandfathered status; providing annual enrollment assistance; and drafting recommendations and 125 plan language relating to cash-in-lieu provisions to comply with the Internal Revenue Code and the FLSA
  • Supported a public sector employee benefit consortium on various health and welfare related compliance matters, including changes to the wellness program structure and implementation of HSA contribution incentive
  • Strategically assisted both large and small public sector and corporate clients on the implementation of ACA-related requirements and ongoing compliance under federal and state laws
  • Provided compliance-related advice to companies in transition to a defined contribution structure offered through a private exchange platform

Before joining Segal, Lisa served as Assistant Vice President, Compliance Counsel at Gallagher Benefits Services, Inc., a subsidiary of Arthur J. Gallagher & Co., where she provided regular compliance support to clients in the health and welfare arena, including, but not limited to, the Internal Revenue Code, ERISA, HIPAA, FMLA, ADA/GINA, COBRA and state laws. She worked with ERISA and non-ERISA clients to help them remain in compliance with the federal and state laws that impact the operation and design of sophisticated health and welfare plan arrangements.

Prior to entering the consulting arena, Lisa served as in-house counsel for one of the nation’s largest multiemployer Taft-Hartley health and welfare and pension funds. In that role, she regularly helped internal staff understand and remain compliant with the laws that impact the proper administration of a complex Taft-Hartley union plan. She also worked in private practice representing multiemployer fund clients in the federal courts with an emphasis on ERISA litigation matters.

Lisa received a JD and LLM in Employee Benefits from the John Marshall Law School and a BA International Business from Dominican University. She received Segal’s One Company Award for 2022, recognizing colleagues who exemplify the attitudes and behaviors of teamwork and collaboration that are inherent in our One Company philosophy.

Lisa presents on a variety of legal topics both in person and via webinars to a wide range of clients on many topics related to the proper design and administration of employer benefits plans.

Contact Lisa

The information you provide will not be shared with anyone outside Segal.

Lisa M. Simioni

Vice President and Senior Consultant, Compliance-Health

Lisa M. Simioni

Contact Lisa

The information you provide will not be shared with anyone outside Segal.

Lisa is a Vice President and Senior Consultant, Compliance-Health, in Segal’s Chicago office. She has more than 15 years of experience working with public sector, corporate and multiemployer clients on a wide range of health and welfare compliance matters. Lisa helps clients navigate and ensure compliance with federal and state laws, ranging from day-to-day compliance issues to complex plan design matters for both ERISA and non-ERISA clients.

Past and current client work:

  • Served as in-house counsel for Taft-Hartley Funds with more than 400,000 participants across the country, assisting in the compliance, administration and proper administration of the health and welfare and defined benefit plans on a variety of matters, including claims and appeals, QDRO administration and recoupment matters
  • Counselled employee benefit committees and plan sponsors on the variety of federal and state laws that impact the proper design and administration of health and welfare and pension plans
  • Provided ongoing support to an inter-municipal insurance association, serving school districts, employees and local unions, spearheading a variety of compliance-related initiatives; producing customized compliance-related materials relating to the retention and eventual decision to relinquish grandfathered status; providing annual enrollment assistance; and drafting recommendations and 125 plan language relating to cash-in-lieu provisions to comply with the Internal Revenue Code and the FLSA
  • Supported a public sector employee benefit consortium on various health and welfare related compliance matters, including changes to the wellness program structure and implementation of HSA contribution incentive
  • Strategically assisted both large and small public sector and corporate clients on the implementation of ACA-related requirements and ongoing compliance under federal and state laws
  • Provided compliance-related advice to companies in transition to a defined contribution structure offered through a private exchange platform

Before joining Segal, Lisa served as Assistant Vice President, Compliance Counsel at Gallagher Benefits Services, Inc., a subsidiary of Arthur J. Gallagher & Co., where she provided regular compliance support to clients in the health and welfare arena, including, but not limited to, the Internal Revenue Code, ERISA, HIPAA, FMLA, ADA/GINA, COBRA and state laws. She worked with ERISA and non-ERISA clients to help them remain in compliance with the federal and state laws that impact the operation and design of sophisticated health and welfare plan arrangements.

Prior to entering the consulting arena, Lisa served as in-house counsel for one of the nation’s largest multiemployer Taft-Hartley health and welfare and pension funds. In that role, she regularly helped internal staff understand and remain compliant with the laws that impact the proper administration of a complex Taft-Hartley union plan. She also worked in private practice representing multiemployer fund clients in the federal courts with an emphasis on ERISA litigation matters.

Lisa received a JD and LLM in Employee Benefits from the John Marshall Law School and a BA International Business from Dominican University. She received Segal’s One Company Award for 2022, recognizing colleagues who exemplify the attitudes and behaviors of teamwork and collaboration that are inherent in our One Company philosophy.

Lisa presents on a variety of legal topics both in person and via webinars to a wide range of clients on many topics related to the proper design and administration of employer benefits plans.

Lisa M. Simioni

Vice President and Senior Consultant, Compliance-Health

Lisa M. Simioni

Contact Lisa

The information you provide will not be shared with anyone outside Segal.

Lisa is a Vice President and Senior Consultant, Compliance-Health, in Segal’s Chicago office. She has more than 15 years of experience working with public sector, corporate and multiemployer clients on a wide range of health and welfare compliance matters. Lisa helps clients navigate and ensure compliance with federal and state laws, ranging from day-to-day compliance issues to complex plan design matters for both ERISA and non-ERISA clients.

Past and current client work:

  • Served as in-house counsel for Taft-Hartley Funds with more than 400,000 participants across the country, assisting in the compliance, administration and proper administration of the health and welfare and defined benefit plans on a variety of matters, including claims and appeals, QDRO administration and recoupment matters
  • Counselled employee benefit committees and plan sponsors on the variety of federal and state laws that impact the proper design and administration of health and welfare and pension plans
  • Provided ongoing support to an inter-municipal insurance association, serving school districts, employees and local unions, spearheading a variety of compliance-related initiatives; producing customized compliance-related materials relating to the retention and eventual decision to relinquish grandfathered status; providing annual enrollment assistance; and drafting recommendations and 125 plan language relating to cash-in-lieu provisions to comply with the Internal Revenue Code and the FLSA
  • Supported a public sector employee benefit consortium on various health and welfare related compliance matters, including changes to the wellness program structure and implementation of HSA contribution incentive
  • Strategically assisted both large and small public sector and corporate clients on the implementation of ACA-related requirements and ongoing compliance under federal and state laws
  • Provided compliance-related advice to companies in transition to a defined contribution structure offered through a private exchange platform

Before joining Segal, Lisa served as Assistant Vice President, Compliance Counsel at Gallagher Benefits Services, Inc., a subsidiary of Arthur J. Gallagher & Co., where she provided regular compliance support to clients in the health and welfare arena, including, but not limited to, the Internal Revenue Code, ERISA, HIPAA, FMLA, ADA/GINA, COBRA and state laws. She worked with ERISA and non-ERISA clients to help them remain in compliance with the federal and state laws that impact the operation and design of sophisticated health and welfare plan arrangements.

Prior to entering the consulting arena, Lisa served as in-house counsel for one of the nation’s largest multiemployer Taft-Hartley health and welfare and pension funds. In that role, she regularly helped internal staff understand and remain compliant with the laws that impact the proper administration of a complex Taft-Hartley union plan. She also worked in private practice representing multiemployer fund clients in the federal courts with an emphasis on ERISA litigation matters.

Lisa received a JD and LLM in Employee Benefits from the John Marshall Law School and a BA International Business from Dominican University. She received Segal’s One Company Award for 2022, recognizing colleagues who exemplify the attitudes and behaviors of teamwork and collaboration that are inherent in our One Company philosophy.

Lisa presents on a variety of legal topics both in person and via webinars to a wide range of clients on many topics related to the proper design and administration of employer benefits plans.

Lisa M. Simioni

Lisa M. Simioni

Vice President and Senior Consultant, Compliance-Health

Contact Lisa

The information you provide will not be shared with anyone outside Segal.

Lisa is a Vice President and Senior Consultant, Compliance-Health, in Segal’s Chicago office. She has more than 15 years of experience working with public sector, corporate and multiemployer clients on a wide range of health and welfare compliance matters. Lisa helps clients navigate and ensure compliance with federal and state laws, ranging from day-to-day compliance issues to complex plan design matters for both ERISA and non-ERISA clients.

Past and current client work:

  • Served as in-house counsel for Taft-Hartley Funds with more than 400,000 participants across the country, assisting in the compliance, administration and proper administration of the health and welfare and defined benefit plans on a variety of matters, including claims and appeals, QDRO administration and recoupment matters
  • Counselled employee benefit committees and plan sponsors on the variety of federal and state laws that impact the proper design and administration of health and welfare and pension plans
  • Provided ongoing support to an inter-municipal insurance association, serving school districts, employees and local unions, spearheading a variety of compliance-related initiatives; producing customized compliance-related materials relating to the retention and eventual decision to relinquish grandfathered status; providing annual enrollment assistance; and drafting recommendations and 125 plan language relating to cash-in-lieu provisions to comply with the Internal Revenue Code and the FLSA
  • Supported a public sector employee benefit consortium on various health and welfare related compliance matters, including changes to the wellness program structure and implementation of HSA contribution incentive
  • Strategically assisted both large and small public sector and corporate clients on the implementation of ACA-related requirements and ongoing compliance under federal and state laws
  • Provided compliance-related advice to companies in transition to a defined contribution structure offered through a private exchange platform

Before joining Segal, Lisa served as Assistant Vice President, Compliance Counsel at Gallagher Benefits Services, Inc., a subsidiary of Arthur J. Gallagher & Co., where she provided regular compliance support to clients in the health and welfare arena, including, but not limited to, the Internal Revenue Code, ERISA, HIPAA, FMLA, ADA/GINA, COBRA and state laws. She worked with ERISA and non-ERISA clients to help them remain in compliance with the federal and state laws that impact the operation and design of sophisticated health and welfare plan arrangements.

Prior to entering the consulting arena, Lisa served as in-house counsel for one of the nation’s largest multiemployer Taft-Hartley health and welfare and pension funds. In that role, she regularly helped internal staff understand and remain compliant with the laws that impact the proper administration of a complex Taft-Hartley union plan. She also worked in private practice representing multiemployer fund clients in the federal courts with an emphasis on ERISA litigation matters.

Lisa received a JD and LLM in Employee Benefits from the John Marshall Law School and a BA International Business from Dominican University. She received Segal’s One Company Award for 2022, recognizing colleagues who exemplify the attitudes and behaviors of teamwork and collaboration that are inherent in our One Company philosophy.

Lisa presents on a variety of legal topics both in person and via webinars to a wide range of clients on many topics related to the proper design and administration of employer benefits plans.