Alice Palmer, JD, CEBS (she/her)
Leader/Business Partner/ Financial Svcs Counsel/Reinsurance & Governance Partner, building teams of lawyers & compliance professionals that find risk mitigating solutions to drive the success of the businesses we enable!
View LinkedIn ProfileExecutive Overview
Currently, I lead a team of attorneys and compliance professionals that provide support to Lincoln Financial's ERISA and non-ERISA retirement plan's business. We support our business clients with respect to matters involving ERISA title I and plan administration tax code compliance, Adviser’s Act and Securities laws as it relates to product development and service offerings, and FINRA rules as it relates to the distribution of our securities offerings. I am a corporate in house attorney with a technical background in ERISA title I, state insurance laws, the Advisers Act of 1940, the Securities Act of 1933, Investment Company Act of 1940 and private qualified and governmental retirement plans.
Career Timeline
- U.S. Department of LaborCurrentMar 2022–Present· 4 yrs 6 mos
- DOL ERISA Advisory CouncilCurrentMar 2022–Present
- Lincoln FinancialCurrentSep 2018–Present· 8 yrs
- Chief Compliance Officer, Lincoln Pinehurst Reinsurance Company (Bermuda) LimitedCurrentFeb 2025–Present
- Vice President, Chief Counsel for Retirement Plan ServicesSep 2018–Dec 2025
- Jul 2021–May 2024· 2 yrs 10 mos
- Adjunct Professor Professional ResponsibilityJul 2021–May 2024
- May 2011–Aug 2018· 7 yrs 3 mos
- Counsel, ManagingJul 2016–Aug 2018
- Assistant General CounselFeb 2013–Jun 2016
- Senior Counsel, LegalMay 2011–Feb 2013
- Mar 2011–Apr 2011· 1 mo
- Contract AttorneyMar 2011–Apr 2011
- Feb 2011–Jun 2011· 4 mos
- Head Instructor - Legal ProgramFeb 2011–Jun 2011
- Nov 2008–Dec 2010· 2 yrs 1 mo
- Associate AttorneyNov 2008–Dec 2010
- 2005–2008· 3 yrs
- Law Clerk2005–2008
