LISA HUND LATTAN focuses on employee benefits law, including matters affecting pension, profit sharing, 401(k), and 403(b) plans, as well as executive compensation. She has particular expertise relating to fiduciary issues, investment-related matters, prohibited transactions, and other regulatory compliance. Ms. Lattan also has experience with section 529 plans, individual retirement accounts (IRAs), and commingled trusts.
Prior to joining the firm, Ms. Lattan was Vice President and Associate General Counsel for American Century Investments, a leading mutual fund and asset management firm. She joined American Century in 1997 and spent the years between 2003 and 2006 with JP Morgan Chase & Co. before rejoining American Century. Prior to joining American Century, Lisa was an attorney in private practice, and served as a federal judicial clerk for the Honorable G.T. Van Bebber in the United States District Court for the District of Kansas.
Lisa has a bachelor’s degree in Journalism, with distinction, and a Juris Doctorate from the University of Kansas, where she was an editor of the Kansas Law Review and a member of the Order of the Coif. Lisa served as Chair of the Pension Committee for the Investment Company Institute (the trade association for the mutual fund industry) from 2009-12. She is a member of the American Bar Association Tax Section’s Employee Benefits Committee, and previously served as a member of the Retirement Income Task Force of the American Benefits Council. She was a member of FINRA’s Investment Companies Committee from 2012-13. She belongs to the Kansas and Missouri bars and has held a variety of past bar leadership and committee positions. She is a frequent speaker on employee benefits topics, particularly those related to ERISA and fiduciary issues in the investment management industry.