Email Notice

Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any legal matter until we authorize you to do so. To initiate a possible representation, call the professional at the listed telephone number.

By clicking the “ACCEPT” button, you agree that we may review any information you transmit to us. You recognize that, even if you submit information that you consider confidential in an effort to retain us, our review of that information will not create an obligation on us to keep it confidential and will not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the “ACCEPT” button if you understand and accept the foregoing statement and wish to proceed.

Accept close

Hugh Davis

Partner
t: 919.783.2908

Hugh devotes most of his practice to representing companies in matters relating to their defined benefit pension plans. He also advises on North Carolina laws governing multiple employer welfare arrangements and association health plans.

Read Hugh's articles

Biography

For more than 25 years, Hugh has worked almost exclusively in the ERISA/employee benefits area.  Over his career, he has worked on 401(k) and pension plans, ESOPs, executive compensation, health and welfare plans, cafeteria plans, and the like.  He has assisted his clients with day-to-day compliance, plan design, government audits, mergers and acquisitions, employee communications, and plan terminations.  Today, he spends most of his time assisting corporate clients with legal issues relating to their defined benefit pension plans.

Areas of Focus

+Employee Benefits

  • Advising governmental and private sector employers in the design and operation of retirement and welfare benefit plans and executive compensation packages, including matters concerning ERISA and Internal Revenue Code compliance
  • Assisting plan sponsors in amending qualified plans to comply with changes in federal laws
  • Designing and redesigning qualified plans to take advantage of new rules and strategies, including safe harbor 401(k) plans, age-weighted profit sharing plans, and “new comparability” plans
  • Representing and advising sponsors of employee stock ownership plans and 401(k) plans in connection with plan purchases of and investments in employer securities, including leveraged ESOP transactions
  • Representing plan fiduciaries in benefit claims and disputes, including ESOP disputes
  • Advising sponsors of qualified retirement plans in connection with retirement plan mergers, spin-offs and terminations, including terminations of defined benefit plans under Pension Benefit Guaranty Corporation regulations
  • Advising employers on employee benefits issues arising in business transactions, including mergers and acquisitions
  • Representing associations in the design, implementation and administration of multiple employer welfare arrangements, including representation before the North Carolina Department of Insurance in licensing matters
  • Representing sponsors of qualified retirement plans before the Internal Revenue Service, Department of Labor and Pension Benefit Guaranty Corporation, including advice and representation in connection with Internal Revenue Service and Department of Labor voluntary compliance programs
+ CLOSE

Credentials

+Certifications & Specializations

Certified Yellow Belt in Legal Lean Sigma by the Legal Lean Sigma Institute®

+ CLOSE

+Education

University of Virginia, JD, 1988

Duke University, BA, 1984

+ CLOSE

+Notable Accomplishments

Ranked among Law & Politics magazine’s North Carolina “Super Lawyers” (Employee Benefits/ERISA), 2007 – 2009

 

 

+ CLOSE

+Professional & Community Activities

Member, American Society of Pension Professionals & Actuaries

North Carolina Bar Association

+ CLOSE
Here for you

Contact Hugh

Email
What you Need to Know

Read Recommended Articles

◀︎ All Professionals