Susie Bilbro advises clients across a range of industries on all aspects of employee benefit plans, including design, structure, implementation, administration and termination of retirement and health and welfare benefit plans. Susie counsels both public and private clients on a variety of employee welfare and retirement plan issues that arise in day-to-day administration, as well as those in connection with corporate transactions.
In her practice, Susie collaborates with human resources teams, in-house counsel, and other benefits professionals to navigate complex federal and state government regulation as it intersects with a variety of employee benefits plans, including:
In addition, Susie prepares submissions to the IRS and Department of Labor on behalf of clients for qualified retirement and welfare benefit plans, to ensure compliance with applicable laws, to make corrections to plan document and/or fiduciary errors, and to respond to governmental inquiries or penalty assessments. Susie also has experience advising clients on executive compensation arrangements.
Prior to joining Bass, Berry & Sims, Susie practiced in the employee benefits groups at Waller in Nashville, Tennessee and at Morris, Manning & Martin in Atlanta, Georgia.
American Bar Association
Tennessee Bar Association
State Bar of Georgia
Representation of LFM Capital, a private equity firm focused on lower middle market manufacturing and industrial services businesses, in its sale of Pratt Industries Intermodal Chassis, a designer and manufacturer of specialized trailers and chassis, to the North American Chassis Pool Cooperative, a provider of a modern fleet of chassis to users with at cost pricing. Terms of the transaction were not disclosed.
Representation of J. Alexander’s Holdings, Inc. (NYSE: JAX), owner and operator of J. Alexander’s Restaurant, Redlands Grill, Stoney River Steakhouse and Grill and selected other restaurants, in its $220 million all cash sale to SPB Hospitality LLC, a leading operator and franchisor of full-service dining restaurants.
Since J. Alexander’s first opened in 1991, Bass, Berry & Sims has served as primary corporate and securities counsel to the company for more than 30 years. Additional details about the transaction can be found in the official news release.
Represented Wright Medical Group in its acquisition of Cartiva, Inc.
Drafted and maintained defined benefit and defined contribution retirement plan documents for Jackson Energy Authority
Have represented Nashville Electric Service (NES) for 20 years with regard to their nonqualified deferred compensation and qualified retirement plans
Assisted Change Healthcare with a large joint venture transaction with McKesson Corporation, successfully transitioning a number of Employee Retirement Income Security Act (ERISA) and non-ERISA plans for use by the new combined company
Serve a benefits counsel to non-profit healthcare system, Methodist Le Bonheur Healthcare, providing ongoing counsel with respect to its qualified, nonqualified, executive compensation, and health and welfare benefits plans
Represented HealthStream (NASDAQ: HSTM) in its acquisition of Morrisey Associates for $48 million cash
Represented Emdeon Inc. in its acquisition of Altegra Health
Race and Ethnic Ancestry Law Journal — Case Note Writer