Beth Grimes’ practice focuses exclusively on employee benefits and executive compensation. She regularly advises the firm’s clients on a broad array of executive compensation, employee benefit matters, and equity compensation issues in connection with corporate mergers, acquisitions, reorganizations, and other significant corporate transactions.

Overview

Beth works to resolve employee benefits and executive compensation issues with her experience navigating the rules under the Internal Revenue Code, ERISA, COBRA, and the Affordable Care Act. Significant areas of Beth’s practice include:

  • Analysis and advice for employee benefits and executive compensation related issues inherent to mergers and acquisitions (including golden parachute issues, post-merger equity issuances, management equity rollover, and management post closing employment agreements with restrictive covenants).
  • Design, implementation and administration of employee benefits plans, including 401(k) plans, pension plans, ESOPs, non-qualified deferred compensation plans, and equity incentive plans.
  • Counseling on fiduciary responsibilities of an ESOP trustee, and preparation and amendment of ESOP plan documents and all related IRS filings.
  • Correcting fiduciary breaches and compliance issues in qualified plans under the IRS and DOL correction procedures.
  • Analysis and advice in support of the firm’s private investment fund clients with a focus on ERISA specific matters and investments.

Notable

Notable

  • North Carolina Pro Bono Honor Society, 2018
  • Adjunct Associate Professor at the University of North Carolina School of Law, teaching Employee Benefits and Executive Compensation 

News

Affiliations

Affiliations

  • American Bar Association
  • North Carolina Bar Association

SPEAKING ENGAGEMENTS

SPEAKING ENGAGEMENTS

  • Presenter, "The Retirement Revolution that Failed: Why the 401(k) Plan Isn't Working," 2019 UNC School of Law’s Festival of Legal Learning, February 2019
  • Presenter, "Can I Please Still Work? Why the 401(k) Plan Isn't Working," 2017 UNC School of Law’s Festival of Legal Learning, February 2017

Education

B.A., Appalachian State University, 1995, magna cum laude

J.D., University of North Carolina at Chapel Hill, 1999, with honors; Staff Member, University of North Carolina Law Review

Admissions

  • North Carolina, 1999
Jump to Page

By using this site, you agree to our updated Privacy Policy and our Terms of Use.