Judy Burdg

Shareholder, Practice Group Leader

(918) 574-3087
judy.burdg@mcafeetaft.com
Tulsa

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).

Representative Experience

  • Assists clients with the design, implementation and administration of tax-qualified retirement plans, nonqualified retirement plans, and health and welfare plans.
  • Advises clients regarding health and welfare plans, including COBRA and HIPAA compliance, healthcare reform issues, multiple-employer welfare arrangements, and ERISA compliance issues.
  • Prepares and negotiates voluntary correction filings with the IRS under the Employee Plans Compliance Resolution System (EPCRS) for qualified retirement plans.
  • Represents clients before the IRS during investigations and in plan determination requests.
  • Represents clients before the U.S. Department of Labor during investigations and in correcting plan errors.
  • Conducts due diligence on employee benefits issues related to mergers and acquisitions.
  • Represented Reasor’s LLC, an Oklahoma-based grocery store chain with operations at 17 locations in northeastern Oklahoma, in connection with the sale of its business to Brookshire Grocery Company, a regional grocery store chain with operations at more than 180 locations in Texas, Louisiana, and Arkansas.
  • Represented NGL Energy Partners LP (NYSE: NGL), a vertically integrated energy business, in the sale of the remainder of its retail propane business for $900 million to Toronto, Canada-based Superior Plus Corp. (TSX: SPB).
  • Represented Griffin Communications, an Oklahoma City-based media company, in its acquisition of select radio stations from The E.W. Scripps Company (NASDAQ: SSP).
  • Represented NGL Energy Partners LP (NYSE: NGL), a vertically integrated energy business, in the sale of a portion of its retail propane business for $200 million to Dublin, Ireland-based DCC LPG, the leading liquefied petroleum gas sales, marketing and distribution business in Europe.

Honors and Awards

  • Selected by peers for inclusion in The Best Lawyers in America: Ones to Watch (employee benefits (ERISA) law)
  • Named to Oklahoma Super Lawyers’ list of “Oklahoma Rising Stars,” which recognizes the state’s up-and-coming attorneys

Professional Organizations and Memberships

  • Tulsa County Bar Association
  • Oklahoma Bar Association
  • SouthWest Benefits Association (Board of Directors; Member, Education Committee)
  • Tulsa Employee Benefits Group

Speaking Engagements

  • Retirement Plan Committees: Formation, Responsibilities, and Best Practices

    Southwest Benefits Association 48th Annual Conference

    May 16, 2024
    | San Antonio, TX
  • Mergers and Acquisition Issues for Retirement and Health & Welfare Plans

    SouthWest Benefits Association Benefits Administration Workshop

    March 15, 2024
    | Oklahoma City, OK
  • Hit Me with Your Best Shot: Employee Benefits “Ask the Experts” Panel

    EmployerLINC24: Workplace Soundtrack

    March 7, 2024
    | Oklahoma City, OK
  • Hot Stuff: Health and Welfare Hot Topics

    EmployerLINC24: Workplace Soundtrack

    March 7, 2024
    | Oklahoma City, OK
  • Hit Me with Your Best Shot: Employee Benefits “Ask the Experts” Panel

    EmployerLINC24: Workplace Soundtrack

    March 6, 2024
    | Tulsa, OK
  • Hot Stuff: Health and Welfare Hot Topics

    EmployerLINC24: Workplace Soundtrack

    March 6, 2024
    | Tulsa, OK
More speaking engagements
  • Oklahoma, 2012
  • LL.M. (Taxation), University of Florida, 2013
  • J.D., cum laude, Oklahoma City University, 2012
  • B.B.A., University of Central Oklahoma, 2008