University of North Carolina, JD, 1987, cum laude
Davidson College, AB, 1983, magna cum laude
Phi Beta Kappa
North Carolina Bar AssociationMecklenburg County Bar AssociationCharlotte Benefits Forum, Past-presidentSouthern Employee Benefits ConferenceChildren and Family Services Center, President, 2009 – 2011, Vice-President, 2007 – 2009, Board of Directors, 2005 – present Community Health Services, Chairman, 2003 – 2005, Board of Directors, 1997 – 2007Catawba Lands Conservancy, Board of Directors, 2001 – 2003 Friendship Trays Volunteer, 1988 – present
New IRS Guidance on Collection of TINs for ACA Information Reporting
EEOC Issues Final ADA Regulations on Wellness Plans
2016 Limits for Benefit Plans
Checklist for Group Health Plan Participant Disclosure Requirements
Yes Virginia, There is a Duty to Monitor Retirement Plan Investments
Best Practices for 401(k) Fees
DOL Opens Window for Annual Participant Fee Disclosures
Accepting Rollover Contributions Now Easier - and Less Risky - For Retirement Plans
Do Your Plans Include a Time Limit on a Participant’s Right to Sue?
New Employer Mandate Relief
Recognized in The Best Lawyers in America® (Employee Benefits), 2007 - 2017 AV® Rated, Martindale-Hubbell
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