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Emily is an associate in the business law department and focuses her practice on employee benefits. She has experience in a wide range of employee benefit and executive compensation issues, including issues related to corporate mergers and acquisitions. She advises clients with respect to the design, implementation and administration of qualified and non-qualified retirement plans and welfare benefit programs. Emily also provides clients with advice on compliance with reporting and disclosure requirements, COBRA benefit continuation rights, and HIPAA portability, nondiscrimination, privacy and security issues.
Representative Matters
Counseled client with respect to the interpretation, amendment and administration of qualified retirement plans, including completion of Internal Revenue Service determination letter applications.
Identified and assisted in correction of plan administration errors and prepared related application under the Internal Revenue Service voluntary correction program for tax-qualified plans (Employee Plans Compliance Resolution System).
Advised client regarding the applicability of the new deferred compensation requirements under Section 409A of the Internal Revenue Code as to various nonqualified deferred compensation arrangements.
Assisted city department of public works in establishment of a Voluntary Employees' Beneficiary Association to fund retiree medical costs.
Reviewed participant communications as part of annual open enrollment for client's nonqualified deferred compensation plan.
Professional, Civic and Community Involvement
Professional: Charlotte Lawyers Chapter of the Federalist Society, Steering Committee Member, Membership Subcommittee." | 