- Assisted Homrich Berg, a registered investment advisory firm, with their $6.4 billion acquisition of WMS Partners, LLC.
- Assisted the Whitley Family in the acquisition of multiple high-profile residential resort projects.
- Guided clients through the process of terminating or merging qualified retirement plans in connection with corporate mergers and acquisitions, including advice on potential compliance concerns, the challenges associated with post-closing benefits structures, and successfully executing the transition process.
- Assisted plan sponsors and employers with the identification and voluntary correction of operational errors within their qualified retirement plans, including errors related to the tax qualification.
- Drafted amendments in order to keep client plans up to date with legislative amendments (SECURE 2.0), regulatory guidance, and their plans’ evolving operation over time.
Associate,
- Phone: +1 404 881 7668
- Email: dakota.sneed@alston.com
Clients rely on Dakota for advice relating to the evolving issues that arise in employee benefits and executive compensation matters.