Judy Burdg – McAfee & Taft

Thursday September 15, 2022 11:00 AM

Judy Burdg is the leader of the firm’s Employee Benefits and Executive Compensation Group and an ERISA attorney whose practice encompasses a broad range of employee benefits matters involving retirement plans, health and welfare plans, and executive compensation. Much of her employee benefits practice is focused on the design, implementation and administration of various forms of retirement and health plans, including 401(k) plans, 403(b) plans, defined benefit plans, collectively-bargained pension plans, employee stock ownership plans (ESOPs), employer-sponsored health plans and wellness programs.

As part of her practice, Judy counsels clients on compliance issues with the Internal Revenue Service and Department of Labor and represents them in agency matters involving plan investigations and audits, governmental reporting, requests for qualified plan determinations, and voluntary correction program submissions. She also advises clients on complex compliance matters related to the implementation of the multi-faceted Affordable Care Act as well as HIPAA, COBRA and USERRA.

A portion of her practice is dedicated to handling employee benefit matters related to corporate mergers and acquisitions.

Judy graduated cum laude from the Oklahoma City University School of Law in 2012 and worked in private practice while earning a master of laws degree in taxation from the University of Florida the following year. Her prior career experience includes serving as assistant general counsel with the Protest/Litigation Section of the Oklahoma Tax Commission and as assistant general counsel of a Tulsa-based international consulting and software group of companies.

Judy’s achievements have earned her inclusion in The Best Lawyers in America: Ones to Watch (employee benefits (ERISA) law).

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TEBG Meeting

Thursday September 15, 2022 11:00 AM
 

Eric S. Smith regularly advises clients regarding the design and implementation of all types of retirement plans, including 401(k) plans, 403(b) plans, 457(b) plans and nonqualified deferred compensation plans. He also advises clients regarding the design and management of welfare benefit programs, including health plans and cafeteria plans. He assists clients with day-to-day administrative, nondiscrimination and fiduciary issues, including operational and reporting corrections under the Internal Revenue Service and Department of Labor voluntary correction programs.

Prior to joining Conner & Winters, Eric was a shareholder of Blackwell Smith, P.C.   He also practiced with another respected Tulsa firm in the areas of corporate law, business transactions, tax exempt organizations and health law, as well as employee benefits law.

Eric has been included in the Best Lawyers in America among employee benefits practitioners each year since 2009.  He is a graduate of Leadership Tulsa and has served as a director of the South West Benefits Association, Tulsa Employee Benefits Group, Big Brothers and Sisters of Green Country and the Oklahoma State University Spears School of Business Alumni Association.

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Why Do We Gather? Why TEBG?

Posted on by tebgtulsa

The pandemic has profoundly changed us. At least this is how it feels to me. We have struggled to keep some sense of normalcy during the most impactful periods of COVID outbreaks, gathering together educational content for our attendees, meeting virtually instead of in-person, masking up when needed, looking to our inner circles for support, information and ideas as opposed to reaching out to our peers in the community as we have been accustomed to do in the past. It’s been hard…and depressing, quite frankly.

Now that we’re emerging from our sequestered “new normal”, I am hopeful that we can once again come together in support of each other in this brave new world. Our last season was not as well attended as I would hoped, so we reached out to our friends to see how we could better serve them. The comments we received have inspired some changes to our meeting structure and cost sharing arrangements.

For 2022-2023 we will offer 4 in-person meetings at the Tulsa Country Club with lunch included, 4 Zoom only meetings, 1 half day seminar provided jointly with HoganTaylor and 1 evening event at the offices of HoganTaylor (free of charge) designed for us to meet new peers and reconnect with others who’ve been shrouded by the pandemic all this time.

An annual fee of $150.00 will cover all meetings, events and meals, a per in-person meeting of $40 per meeting will cover the meeting and lunch, and a Zoom only meeting fee of $10 will cover each meeting via Zoom. These cost sharing options allow TEBG to have a venue at which to meet, host this website and pay the fees to provide HRCI and SHRM credits for our attendees.

In addition, we will be exploring other venues in order to be more accessible to attendees who find our current venue a significant drive. Our primary focus will be on a central location that can accommodate a group of our size, is affordable and can provide a meal.

I am extremely optimistic about this new season and welcome any and all feedback from our friends and colleagues. Welcome, all!

Jill Lingle, President/TEBG Steering Committee

August Welcome Back Social

Thursday August 25, 2022 5:00 PM to 7:00 PM

Please join us for a time of fellowship and fun as we relax a bit and enjoy getting acquainted or re-acquainted over drinks and nibbles. What better time to share stories and suggestions and to enjoy each other? There will be prizes and giveaways from HoganTaylor and TEBG, so don’t miss out!

  • When: Thursday evening, August 25, 2022 – 5:00 to 7:00 Come and Go
  • Where: HoganTaylor – 2221 S. Utica Ave, Tulsa, OK 74112 (South of the SAK’s building)
  • Cost: There is no charge! This evening is a gift from the TEBG Board and HoganTaylor.

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Eric Smith – Conner & Winters

Thursday August 18, 2022 11:30 AM

Eric S. Smith regularly advises clients regarding the design and implementation of all types of retirement plans, including 401(k) plans, 403(b) plans, 457(b) plans and nonqualified deferred compensation plans. He also advises clients regarding the design and management of welfare benefit programs, including health plans and cafeteria plans. He assists clients with day-to-day administrative, nondiscrimination and fiduciary issues, including operational and reporting corrections under the Internal Revenue Service and Department of Labor voluntary correction programs.

Prior to joining Conner & Winters, Eric was a shareholder of Blackwell Smith, P.C.   He also practiced with another respected Tulsa firm in the areas of corporate law, business transactions, tax exempt organizations and health law, as well as employee benefits law.

Eric has been included in the Best Lawyers in America among employee benefits practitioners each year since 2009.  He is a graduate of Leadership Tulsa and has served as a director of the South West Benefits Association, Tulsa Employee Benefits Group, Big Brothers and Sisters of Green Country and the Oklahoma State University Spears School of Business Alumni Association.

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Judy Burdg – McAfee & Taft

Thursday September 15, 2022 11:00 AM

Judy Burdg is the leader of the firm’s Employee Benefits and Executive Compensation Group and an ERISA attorney whose practice encompasses a broad range of employee benefits matters involving retirement plans, health and welfare plans, and executive compensation. Much of her employee benefits practice is focused on the design, implementation and administration of various forms of retirement and health plans, including 401(k) plans, 403(b) plans, defined benefit plans, collectively-bargained pension plans, employee stock ownership plans (ESOPs), employer-sponsored health plans and wellness programs.

As part of her practice, Judy counsels clients on compliance issues with the Internal Revenue Service and Department of Labor and represents them in agency matters involving plan investigations and audits, governmental reporting, requests for qualified plan determinations, and voluntary correction program submissions. She also advises clients on complex compliance matters related to the implementation of the multi-faceted Affordable Care Act as well as HIPAA, COBRA and USERRA.

A portion of her practice is dedicated to handling employee benefit matters related to corporate mergers and acquisitions.

Judy graduated cum laude from the Oklahoma City University School of Law in 2012 and worked in private practice while earning a master of laws degree in taxation from the University of Florida the following year. Her prior career experience includes serving as assistant general counsel with the Protest/Litigation Section of the Oklahoma Tax Commission and as assistant general counsel of a Tulsa-based international consulting and software group of companies.

Judy’s achievements have earned her inclusion in The Best Lawyers in America: Ones to Watch (employee benefits (ERISA) law).

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