Ivelisse Berio LeBeau has been working in the employee benefits law field for more than 25 years. In private practice she has counseled sponsors of multiemployer pension and welfare benefit plans; assisted health plan sponsors in complying with the Affordable Care Act; worked with benefit plan sponsors and fiduciaries during U.S. Department of Labor investigations; and defended benefit plan fiduciaries in federal and state court actions alleging breaches of fiduciary duty, challenging trustee decisions, or seeking plan benefits. Earlier in her career Ivelisse served as a Trial Attorney in the Office of the Solicitor of the U.S. Department of Labor, where she represented the DOL in lawsuits brought under ERISA alleging that fiduciaries to employee pension and welfare benefit plans breached fiduciary duties imposed by ERISA or were engaged in transactions prohibited under ERISA, including actions against fiduciaries who had made imprudent investment decisions, and against service providers who generated and retained undisclosed indirect compensation.
Ivelisse is Editor in Chief of Employee Benefits Law, 4th edition, published by Bloomberg BNA in 2017, and the Winter and Fall 2018 Supplements to the Fourth Edition. The book is the leading legal treatise covering employee benefits law practice in Bloomberg Law’s library of legal texts. She was also co-editor of Employee Benefits Law, 3rd edition, published by Bloomberg BNA in 2012, and Editor in Chief of the 2014 and 2015 Supplements to the Third Edition. Ivelisse is a frequent speaker on employee benefits law topics at conferences, seminars, and webinars sponsored by organizations such as the American Bar Association’s Joint Committee on Employee Benefits and the Florida Bar Labor & Employment Law Section.
In 2015 Ivelisse was inducted as a Fellow of the American College of Employee Benefits Counsel. She is also a longtime member of the Employee Benefits Committee of the American Bar Association’s Section of Labor & Employment Law.
Ivelisse is a graduate of Mount Holyoke College and a cum laude graduate of Boston College Law School. Following law school she served as a law clerk to the late Honorable Joseph P. Warner, former Chief Justice of the Massachusetts Appeals Court.
Ivelisse is bilingual and bicultural, crediting her fluency in Spanish to her Puerto Rican roots.
Mandated Benefits 2021 Compliance Guide - Co-author, Wolters Kluwer, April 2021
‘Do-Good’ Investing Rule Sets Course for Wary 401(k) Investors - Bloomberg Law, February 10, 2021 (PDF)
Benefits-Plan Sponsors Face A Tough Year On Compliance - Law360, January 5, 2021
2004 Supplement, Employee Benefits Law, 2nd Ed. (BNA Books, 2004), Contributing Author
“Service Provider Contracts, Fees, and Cross Plan Offsetting”, ABA LEL Employee Benefits Committee Midwinter Meeting, Rancho Mirage, CA, 2020
“Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets”, ABA Joint Committee on Employee Benefits (JCEB), CLE webinar, 2019
“DOL Investigations of Employee Benefit Plans: Navigating Enforcement Actions, Audits and Settlements”, Strafford, CLE webinars, 2016 through 2019
“ERISA Fundamentals for the Employment Law Practitioner”, Florida Bar Labor & Employment Law Section, Annual Certification Review Course, Orlando, FL, 2014 through 2016
ERISA Basics National Institute, ABA Joint Committee on Employee Benefits (JCEB), Chicago, IL, Faculty, 2014, 2013, 2010, 2009
“The Affordable Care Act and its Effect on Businesses and Individuals”, Dade County Bar Association CLE Program, Miami, FL, 2014
“ERISA Primer for the Employment Law Practitioner”, Florida Bar Labor & Employment Law Section, Audio Webcast Series, 2014
ERISA Basics Seminar, Lawyers Coordinating Committee, Washington, D.C., Faculty, 2013, 2011
International Foundation of Employee Benefit Plans, Annual Employee Benefits Conference, New Orleans, LA, 2011
Lawyers Coordinating Committee, Union Lawyers Annual Conference, San Diego, CA, 2011
“Ethical Issues in Representing Significantly Underfunded Multiemployer Defined Benefit Pension Plans”, ABA Joint Committee on Employee Benefits (JCEB), CLE Webinar, 2011
“Lessons from Madoff: Ideas and Practices for Plan Fiduciaries to Limit Exposure to Financial Fraud”, ABA Joint Committee on Employee Benefits (JCEB), CLE Webinar, 2009
“Wait, What Happened to my Pension? A Primer on Employee Benefits Law and the Impact of the Financial Crisis on Pension Benefit Plans”, Florida Association for Women Lawyers, Miami-Dade Chapter CLE Program, Miami, FL, 2009
ABA Labor and Employment Law Section 2nd Annual CLE Conference, Denver, CO, 2008
National Coordinating Committee for Multiemployer Plans Annual Conference, Hollywood, FL, 2007