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 and 2011, and again in 2018 and the four years immediately preceding, 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.
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
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