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AlexandraLugo

Associate

"I'm proud to help employee benefit plan sponsors and fiduciaries design and operate programs that accomplish management goals while still greatly benefiting employees and beneficiaries."

Overview

Biography

Alexandra advises for-profit and not-for-profit entities on employee benefit plan compliance and administration. She has advised companies at all stages of development—from small businesses to Fortune 500 companies—on local, state, and federal laws governing employee benefit plans. Alexandra also analyzes employee benefit plan compliance and transition planning issues in connection with mergers and acquisitions.

Alexandra drafts employee benefit plan documents and employee communications and advises individuals involved in plan design and administration in understanding their fiduciary responsibilities. She also regularly negotiates contracts on behalf of clients, including administrative-service agreements and business-associate agreements.

She advises clients on all aspects of health, fringe benefit, and retirement plan compliance and administration, including ERISA, the Internal Revenue Code, COBRA, the Affordable Care Act (ACA), HIPAA, and state privacy and insurance laws. She counsels clients on how to minimize liability under these laws while providing the greatest benefits to plan participants and beneficiaries.

Experience

Representative Experience

  • Universities
  • Health insurers
  • Brokers
  • TPAs
  • Self-insured plans
  • Publicly traded companies
  • Municipal consortium
  • Association health plans
  • Small businesses (construction, health care, assisted living)

Prior Experience

  • Nixon Peabody LLP, Associate
  • Harter, Secrest, & Emery LLP, Associate
  • Empire Justice Center, Disability Advocacy Program Legal Intern

Judicial Clerkships

  • US Court of Appeals for the Second Circuit, Judge Richard Wesley

Selected Honors

  • University at Buffalo School of Law, National Frederick Douglass Appellate Competition Best Practitioner Brief, 2014
  • University at Buffalo School of Law, CALI Award: Constitutional Law I, 2012
Knowledge

Selected Speaking Engagements

  • Bonadio Not-for-Profit Educational Seminar, “Most Common Compliance Issues for Your Defined Contribution Plan”

Selected Publications & Media

Selected Alerts & Blog Posts

Featured Media

Alerts

NYS Health Care Providers Can't Charge Extra for COVID-19-Related Costs

Alerts

Second Circuit Rejects Bright Line Rule for CERCLA Statute of Limitations

Alerts

NYS Governor Cuomo Signs Legislation Limiting Immunity for COVID-19-Related Health Care Services

Alerts

COVID-19: SBA Releases Additional FAQs on Paycheck Protection Program Forgiveness

Alerts

NYSERDA Announces 2020 Offshore Wind Solicitation

Alerts

NYS Home Care Providers Face Uncertain Future

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