Lois Colbert engages in a comprehensive employee benefits practice with concentration in the areas of deferred compensation (including 409A compliance), retirement plan qualification (including drafting and obtaining Internal Revenue Service determination letters on tax-qualified status), equity compensation, fiduciary responsibility, prohibited transactions (including obtaining Department of Labor exemptions) and negotiation of employee benefit aspects of business transactions.
Ms. Colbert is a frequent speaker on various employee benefits and equity compensation topics. She has been an author or editor for each annual supplement to "Employee Benefits Law" from 2001 to 2010. Prior to joining the firm, she was associated with a law firm in Washington D.C., where she also concentrated in the area of employee benefits.
Ms. Colbert was listed as a North Carolina "Super Lawyer" in the area of Employee Benefits/ERISA Law in 2006, 2011, 2014, 2015, 2016 and 2017 by Super Lawyers magazine and in 2012, 2013 and 2017, she was named a North Carolina "Top 50 Women Super Lawyer" by Super Lawyers magazine. Ms. Colbert was recognized in The Best Lawyers in America® for Employee Benefits (ERISA) Law in 2018 and the five years immediately preceding. She was also named a 2014 "Charlotte Lawyer of the Year" in the area of Employee Benefits (ERISA) Law by The Best Lawyers in America®. Ms. Colbert was named one of "Charlotte's 50 Influential Women" in 2012 by The Mecklenberg Times. She was the recipient of Business Leader magazine's "2008 Movers & Shakers" award. Ms. Colbert was also recognized by the American Lung Association of North Carolina as its 2002-03 "Volunteer of the Year."
Addressed the employee benefit aspects of the merger of two office supply companies, a transformational event in the office supply business. Since the merger was completed, we have been assisting in transitioning all legacy employees to the employee benefit system, consolidating the employee benefit plans, including various frozen pension and frozen retiree medical plans, and handling all other aspects of the post-merger employee benefits transition. Otherwise provide comprehensive benefits and compensation representation.
Comprehensive benefits and compensation representation to one of the world’s leading sources of commercial information and insight on businesses. Recently assisted with a comprehensive set of revisions to its equity long-term incentive plan, the related award agreements, agreements and arrangements related to change-in-control, and related disclosures.
Insights View All
University of Michigan Law School, J.D. (1988)
University of Illinois, B.S., Accountancy (1985) with high honors
North Carolina (1994)
American Bar Association, Tax Section
American Bar Association, Labor and Employment Law Section, Former Senior Editor of Employee Benefits Law, Member of Employee Benefits Committee
American Lung Association of the Atlantic Coast, Former Board Member
National Association of Stock Plan Professionals (NASPP), Member
ASPPA Benefits Council of the Carolinas, Board Member
NASPP Carolinas Chapter, Former Board Member and Former President
Junior League of Raleigh, Former Treasurer and Former Member
While we are pleased to have you contact us by telephone, surface mail, electronic mail, or by facsimile transmission, contacting Kilpatrick Townsend & Stockton LLP or any of its attorneys does not create an attorney-client relationship. The formation of an attorney-client relationship requires consideration of multiple factors, including possible conflicts of interest. An attorney-client relationship is formed only when both you and the Firm have agreed to proceed with a defined engagement.
DO NOT CONVEY TO US ANY INFORMATION YOU REGARD AS CONFIDENTIAL UNTIL A FORMAL CLIENT-ATTORNEY RELATIONSHIP HAS BEEN ESTABLISHED.
If you do convey information, you recognize that we may review and disclose the information, and you agree that even if you regard the information as highly confidential and even if it is transmitted in a good faith effort to retain us, such a review does not preclude us from representing another client directly adverse to you, even in a matter where that information could be used against you.