Education
  • The University of Alabama School of Law
    LL.M. in Taxation, 2007
  • The University of Alabama School of Law
    J.D., 2002
  • Webster University
    B.A. Business Administration, 1999
Bar Admissions
  • Alabama, 2003
About Robert
While ERISA is an area of law that is challenging to understand for most people, Bob has the uncanny ability to simplify it in a manner that is both understandable and relatable.
Q&A
  • What types of clients do you represent?

    My clients range from Fortune 100 to sole proprietors. A diverse client base leads to diverse benefit issues. This diversity is one of the aspects of my practice that I enjoy the most.

  • How are you involved in your community?

    I have been involved with my local community government for the past 12 years. I served for seven years as a city councilman and for the past four and a half years as the mayor. In my role as mayor, I have the opportunity to be involved in a multitude of community events and serve on various committees. In addition, I am member of the Mortimer Jordan High School Baseball Booster Club.

  • What do you see on the horizon in your area of practice?
  • What previous experiences, prior to your work at Balch, influence your practice?
MORE ABOUT Robert
  • Design and evaluation of 401(k) and 403(b) plans, profit-sharing plans, employee stock ownership plans, and other retirement plans including monitoring plans for ongoing regulatory compliance.
  • Advise companies and individuals on the tax and corporate aspects of incentive 409A arrangements, including supplemental executive retirement plans, performance-based programs, and non-qualified deferred compensation arrangements.
  • Successfully resolve issues for clients with the Internal Revenue Service, Department of Labor, and Pension and Benefit Guaranty Corporation.
  • Draft benefit plan documents and amendments to ensure ongoing regulatory compliance with applicable regulations.
  • Counsel plan fiduciaries on their ERISA Title I responsibilities.
  • Regularly advise employers, consultants, and others regarding the Affordable Care Act.
  • Advise clients involved in mergers and acquisitions regarding the responsibilities of the employers and the rights of the employees.
  • Counsel employers involved in various labor and employment matters, including withdrawal liability/multiple and multiemployer pension plans, employee benefit aspects of collective bargaining, employment and compensation agreements, separation agreements, COBRA, and severance packages.
 
        Education
        • The University of Alabama School of Law, LL.M. in Taxation, 2007
        • The University of Alabama School of Law, J.D., 2002
        • Webster University, B.A. Business Administration, 1999
        Bar Admissions
        • Alabama, 2003
        Professional Affiliations
        • American Bar Association 
        • Alabama Bar Association 
        • Birmingham Bar Association 
        • Contributing author for the Affordable Care Act Review
        • Listed in Alabama Super Lawyers, Rising Star, 2013
        • Named a "Top Attorney" by Birmingham Magazine, ERISA Law, 2014
        Awards & Accolades
        • Super Lawyers, Rising Star, 2013
        • Birmingham Magazine, Top Attorneys, 2014
         
        Community Involvement
        • Mayor, Kimberly, Alabama
        • Volunteer Firefighter, Kimberly, Alabama
        • Mortimer Jordan High School Baseball Booster Club