Work With Lisa

Today’s workplace and benefits issues require more than just technical expertise. They require someone who understands how different stakeholders think, why they disagree, where their interests overlap, and how to navigate those differences without losing sight of the ultimate objective.

Drawing on decades of experience across the employee benefits ecosystem, Lisa M. Gomez can help you understand competing viewpoints, identify common ground where it exists, and develop practical, durable solutions that are informed by experience, grounded in principle, and focused on the people their decisions affect.

Here’s How Lisa Can Help

Every organization’s needs are different. Some clients are looking for an ongoing strategic advisor. Others need objective guidance on a single high-stakes decision, an independent assessment, or help preparing for an important conversation.

Strategic Advisor & Thought Partner

An Independent Benefits and Policy Advisor To Help You Cut Through Red Tape

For organizations that need a former federal regulator and experienced benefits professional in their corner year-round.

Labor and benefits decisions can turn urgent fast, and when they do, you should not have to start from scratch, re-explain how your organization works, or wonder if you are exposed to risk.

A monthly retainer gives you:

Regular strategy sessions with Lisa and access to her federal government and practical plan sponsor experience
Standing availability between calls
Clear response expectations when something urgent lands
Availability to assist with board presentations, media interviews, testimony, member communications, and stakeholder engagement

Lisa can advise on fiduciary, governance, policy and other questions and monitor issues as they develop. You get continuity, speed, and a credible expert on your team.

Focused Advisory Support Session

Fiduciary and Benefits Counsel for High-Stakes Decisions

For organizations facing a specific decision, launch, or challenge keeping you up at night

Whether you are working on policy issues, a worker-centered proposal, responding to a regulatory development, or preparing for congressional or agency engagement, you need clear guidance and practical next steps. Bring in Lisa – an experienced, objective advisor to help your team think through the issue before important decisions are made.

Leave with:

A trusted outside read on the decision in front of you
Answers to specific questions
Clear next steps
A written follow-up report

Benefits Effectiveness Assessment

A Practical Review To Help You Understand Whether Your Benefits Are Performing in Practice

For employers, plan sponsors, benefits leaders, unions, and worker advocates who want to know whether benefits are working for the people they serve and how to make them better.

Most employers and plan sponsors know what benefits they are paying for. Far fewer know whether those benefits are well designed, adequately delivered, and actually accessible when workers need them. Benefits shouldn’t just exist on paper. They should work for the people they’re designed to serve.

Drawing on decades of experience in regulatory oversight and employee benefits policy, Lisa can help surface benefit design gaps, access barriers, network adequacy issues, denials, prior authorization delays, and long wait times in this one-time session. For retirement plans, it may include evaluating plan design offerings, participant communications, fiduciary governance, operational processes, investment oversight, and other factors that influence participants’ ability to achieve retirement security.

What you get:

Direct access to Lisa for an in-depth conversation focused on your organization’s specific concerns, questions, and priorities
Insight into how a former federal regulator would assess what you are seeing and what may require a second look
A documented list of specific access, utilization, and service gaps identified across your plans
A prioritized set of questions and action items to bring to leadership, vendors, or the board

Strategic Advisor for Benefits Service Providers

An independent perspective to help benefits professionals better serve their clients and grow

For TPAs, consultants, recordkeepers, insurers, technology companies, PBMs, and other benefits professionals committed to delivering greater value and service.

Whether you’ve been serving clients for decades or are launching a new offering, it can be difficult to evaluate your services, identify opportunities for innovation, or understand how your organization is perceived by the clients you serve.

Lisa provides an independent assessment of your services, strategy, and client experience. She helps you identify opportunities to strengthen your value proposition, anticipate emerging client needs, refine existing offerings, and develop new solutions to help you become a more valuable, trusted, and strategic partner to your clients.

You’ll leave with:

An objective assessment of your current service offerings
Practical recommendations to strengthen your value proposition
Insight into emerging trends and unmet market needs
Ideas for new services, strategic initiatives, or operational improvements

Policy and Idea Advancement

Guidance to ensure important ideas are understood, respected, and taken seriously

For labor unions, advocacy groups, public interest organizations, attorneys, policy teams, and mission-driven employers that need help building credibility.

Some of the most important ideas in the employee benefits landscape face resistance not because they lack merit, but because they challenge familiar ways of thinking. To move them forward, you need more than a strong argument. You need a thoughtful way to build understanding, anticipate questions, and create space for productive dialogue.

Lisa helps organizations evaluate how their ideas are likely to be received, strengthen their message, and prepare for the conversations that matter.

What you get:

A clearer read on how stakeholders are likely to respond
Sharper messaging and supporting evidence
A plan for productive meetings, presentations, or outreach
Where appropriate, Lisa may also participate directly in educational sessions, stakeholder meetings, or strategic conversations as an independent and credible voice