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
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
2015 Limits for Benefit Plans
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
2014 Limits for Benefit Plans
Scripts November 2013
New Wellness Program Rules for 2014
Recognized in The Best Lawyers in America® (Employee Benefits), 2007 - 2015 AV® Rated, Martindale-Hubbell
I understand and agree that Poyner Spruill LLP will have no obligation to keep confidential the information that I am now sending to the firm.