•The Best Lawyers in America
•Employee Benefits (ERISA) Law 1999-2019
•The Best Lawyers in America Lawyer of the Year, Employee Benefits (Mississippi), 2011, 2017, 2019
•Certified Public Accountant, 1981
•Mississippi Society of Certified Public Accountants, Silver Medal, 1981
•University of Southern Mississippi, Alumni Hall of Fame, 2015
In the News
•158 Butler Snow Attorneys Named in Best Lawyers, 18 Named “Lawyer of the Year”
•Commerce Union buying Columbia bank - Nashville Post
•147 Butler Snow Attorneys Named in Best Lawyers, 18 Named “Lawyer of the Year”
•SmartBank to acquire Tuscaloosa, Alabama-based Capstone Bank - Spoke
•Butler Snow Attorney Among 7 Inducted Into the USM Alumni Hall of Fame
•Butler Snow Selected as Society of Trust and Estate Practitioners’ 2013 North American Team of the Year Finalist
Papers, Presentations, & Publications
•Author, “Benefit Plan Records Retention: How Long is Enough,” Mississippi Business Journal, Vol. 40, No. 25, June 22, 2018.
•Author, The New DOL Investment Fiduciary Rules - Effective June 9, 2017, But How Long Will They Last?, Benefits Brief, June 2017.
•Speaker, How the New DOL Investment Advice Fiduciary Rules will Affect Financial Advisors, National Association of Insurance and Financial Advisors: Jackson, Mississippi Chapter, September 2016.
•Author, SEC Money Market Mutual Fund Rules - The Impact on Retirement Plans, Benefits Brief, May 2016.
•Author,“Same-Sex Marriage and Benefit Plans of Mississippi Municipalities,” Mississippi Municipalities, Vol. 65, No. 1, (2016).
•Speaker, “Bank Trusteed Retirement Plans: What’s New and What’s on the Horizon,” Mississippi Bankers Association Financial Management Conference, November 2015.
•Author, Best Practices in Periodic Reviews of Participant Directed Retirement Plans, Benefits Commentary, June 2013.
•Author, The Department of Labor Fee Transparency Initiatives: Part 3 - Mandatory Investment and Fee and Expense Disclosures to Plan Participants, Benefits Brief, May 2012.
•Author, The Department of Labor Fee Transparency Initiatives: Part 2 - Mandatory Service Provider Fee Disclosures - Updated, Benefits Brief, May 2012.
•Author, The Importance of Understanding and Monitoring Retirement Plan Fees and Expense s, Benefits Commentary, August 2011.
•Author, The Department of Labor Fee Transparency Initiatives: Part 2 - Mandatory Service Provider Fee Disclosures, Benefits Brief, June 2011.
•Speaker, Avoiding Tax Traps in Employment and Severance Agreements, Mississippi Employment Law Seminar, University of Mississippi, May 2011.
•Co-Author, The Employee Retirement Income Security Act (including COBRA), Mississippi Employment Law Practice Handbook, 2009.
•Speaker, Employee Benefits in an Uncertain Economy: Implementing Cost Saving Strategies and Other Administration Issues, Mississippi Employment Law Seminar, University of Mississippi, May 2009.
•Speaker, What CPAs and Their Clients Should Know About Section 409A, Central Chapter of the Mississippi Society of Certified Public Accountants, September 2008.
•Author, Best Practices for Minimizing the Potential for Retirement Plan Fiduciary Liability, Benefits Commentary, July 2008.
•Author, U.S. Supreme Court Permits Individual Lawsuits for Retirement Plan Fiduciary Breach, Benefits Brief, March 2008.
•Author, The Section 415 Regulations on Post Severance Compensation, Benefits Brief, February 2008.
•Author, Plan Amendment Deadline Extended For Nonqualified Deferred Compensation Arrangements, Planning Notes, November 2007.
•Speaker, The Coming Storm: Best Practices for Minimizing the Risk of Fiduciary Liability in Bank Trusteed Retirement Plans, Mississippi Bankers Association Trust Conference, November 2007.
•Speaker, Best Practices for Minimizing the Potential for Retirement Plan Fiduciary Liability, Greater Memphis Employee Benefits Council, July 2007.
•Author, New Regs Establish Deadline for Implementing Nonqualified Deferred Compensation Plan Changes, High Points, June 2007.
•Author, Implications of the Pension Protection Act of 2006 for 2007 Plan Administration, Benefits Brief, December 2006.
•Speaker, Methods to Contain Employee Benefits Costs, MetroJackson Chamber of Commerce, August 2006.
American Bar Association
Employee Benefits Committee
Mississippi Bar Association
Estates and Trusts Section
Capital Area Bar Association
Community Grants Committee, 2003-2008
Madison County Bar Association
Mississippi Society of Certified Public Accountants
Board of Governors
National Center for Employee Ownership
The ESOP Association
University of Southern Mississippi Foundation
Board of Directors, 2010-2013, 2014-2017
Investment Committee, 2011-Present
Executive Committee, 2012-2013, 2014-2015