Jewell Lim Esposito

Partner & ERISA Attorney | FisherBroyles LLP

Jewell Lim Esposito offers 25 years of in-the-trench practical experience in the Employee Benefits/Tax legal world. She further sub-specializes in Title I (Department of Labor fiduciary issues) and Title II (IRS tax qualification issues) under the Employee Retirement Income Security Act (ERISA). Ms. Esposito's strength is understanding the business and demographics of her clients, who are headquartered across the nation. That is, with her practice being federal law, the location of the US client needing ERISA/Tax guidance on tax compliance and fiduciary duties is immaterial. She advises in "plain English," even when the issues are complex and is able to size up exposure for C-suite executives to help them select an optimal Tax and ERISA strategy. The range of work: government pension plans, Executive Compensation, the Affordable Care Act, COBRA, health and welfare fringe/prevailing wage under the Service Contract Act and Davis-Bacon, fraud/embezzlement, and ERISA prohibited


Session gives CPAs tools and topics to coach their EB Plan clients on plan governance: reach of fiduciary responsibility/oversight, understanding "bundled" arrangements, why the DOL demands an IPS More

Promote well-rounded controls in your EBP clients and work with them to detect common areas where fraud and embezzlement may happen. Hear how plan fiduciaries, retirement plans, health/welfare More