John Lucas, J.D., CPA, CPC, Principal

John Lucas

Experience highlights

John has more than 25 years of experience working with employee benefit programs. He has been instrumental in bringing new BPS&M clients into compliance with ERISA and the Internal Revenue Code and keeping clients up to date with changes in laws and regulations. John focuses on plan design consulting, document preparation, compliance review, assisting clients with the resolution of compliance defects, and consultation regarding plan mergers or spin-offs. John is also a frequent public speaker on matters relating to employee benefit programs.

Education and professional designations

John received his B.A. from Marshall University and his J.D. from the University of Akron. John is an attorney licensed to practice in Ohio. He is also a Certified Public Accountant and a Certified Pension Consultant.


John is a member of the American Bar Association, the American Institute of Certified Public Accountants, and the American Society of Pension Actuaries. He is registered to represent clients before the IRS.
Contact John at 615-665-5329 or