Reid Chisholm Email & Phone Number

Chapel Hill, Nc, Us

Raleigh-Durham, North Carolina Area

Attorney for the NC Supplemental Retirement Plans, the NC 401(k) and NC 457 Plans, one of the largest public defined contribution programs in the U.S., with $14 billion in assets, 300,000 participants, and 1,100 state and local governmental employers. Attorney for the Investment Management Division and the NC ABLE Program, a tax-advantaged savings program for disabled individuals.Responsible for drafting, negotiating, and amending investment contracts, including investment guidelines, and advising on investment options. Drafted and negotiated investment management agreements for a stable value fund manager and fixed income manager. Drafted invitations to bid and managed the procurement process for investment transition management services and investment consulting services. Drafted the plans’ fee disclosure document.Primarily responsible for drafting and negotiating contracts for the plans and for working with the plans’ custodian and recordkeeper on legal, compliance, and contractual issues. Drafted contracts for the plans’ investment consultant and external auditor. Drafted and negotiated service- and fee-related amendments with the plans’ custodian and recordkeeper.Responsible for state and federal regulatory compliance, plan document and policy maintenance and compliance, and participant and employer issues. Make recommendations on plan features and services. Drafted the plan document for the NC 457 Plan.Review and draft meeting agenda and materials for the Supplemental Retirement Board of Trustees. Make presentations and provide legal guidance to the board. Create and deliver fiduciary training for board members.Review and respond to domestic relations orders, subpoenas, and other court orders. Manage litigation process and issues with the plans’ recordkeeper. Manage the relationship with the litigation claims vendor.Draft legislative proposals. Drafted the plans’ proposed administrative rules. Managed the administrative rulemaking process.

Raleigh, Nc

Attorney for the Investment Management Division, which manages more than $100 billion in assets for the state and local pensions administered by the Department.Assisted in reviewing, drafting, and negotiating investment management agreements and side letters, including for pubic equity, hedge fund, and private equity and other alternatives. Assisted in drafting and negotiating a securities lending agreement and a master repurchase agreement. Revised provisions for the division’s standard side letter and investment management agreement.Assisted in drafting and negotiating the division’s custodian contract and contracts for investment-related service providers.Drafted and provided advice on investment reporting, policies, and procedures. Drafted a statutory consolidation and revision of the Department’s investment reporting requirements. Provided advice and support on investment compliance matters.

Cary, Nc

Partnered with Marketing, Sales, Human Resources, Publishing, IT, Customer Care, and other departments by providing advice and support on a wide range of operational issues, including contracts, employment and human resources, litigation, regulatory and compliance, advertising and communications, and product development and management.Chairman’s Award for outstanding contribution to the company, 2011

Cary, Nc

Analyzed product performance, customer behavior, pricing, and the competitive environment and produced recommendations for internal clients.Collaborated across functional groups to improve data management, performance measurement, and business intelligence capabilities.Chairman’s Award for outstanding contribution to the company, 2004

Master Of Science (M.S.), Economics

M.P.P, Public Policy

Education record

B.S., Biology