Author: tebgtulsa

Wednesday December 31, 1969 6:00 PM

 

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.

Wednesday December 31, 1969 6:00 PM

 

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.

Wednesday December 31, 1969 6:00 PM

 

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.

Wednesday December 31, 1969 6:00 PM

 

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.

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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