Books
Articles
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Maryland to End Benefits For Employees’ Domestic Partners
(May 17, 2013)
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Same-Sex Marriage: Thinking About Employee Benefits
(December 28, 2012)
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IRS Clarifies Rollover Rules
(February 18, 2002)
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Tobacco Divestment and Fiduciary Responsibility, A Legal and Financial Analysis, Legal Section
(January 15, 2000)
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403(b) Plan Audit Issues
(January 10, 2000)
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TAM Clarifies Tax and Withholding Consequences of Early Retirement Incentives and Failed Section 457 Plans
(May 10, 1999)
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Deadline for Amending Governmental Section 457 Plans Approaching
(October 19, 1998)
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Deferred Retirement Option Plans (“DROP” Plans)
(October 13, 1998)
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The Division of Pensions Across Borders
(December 17, 1996)
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The Tax Law and the Nonqualified Variable Annuity
(July 1, 1991)
Charts
Speech Outlines
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Federal Law Update, 2003-2004
(October 12, 2004)
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Key Legislative and Tax Changes That Impact The Performance Of Your Fund
(October 5, 2004)
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Eligible 457 Plans: What’s New?
(September 10, 2004)
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Governmental Plans Update (2003-2004)
(September 9, 2004)
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457 Update, Including New Regulations, for 2001-2002
(September 13, 2002)
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Governmental Plans Update (2001-2002)
(September 12, 2002)
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From Defined Benefit to Defined Contribution and Other 2001 Trends in Governmental Plans
(December 7, 2001)
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2001 Developments in 457(b) Plans of State and Local Governments
(December 6, 2001)
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Public Retirement Systems: Effect of EGTRRA, USERRA, domestic partnership developments, and recent cases
(October 2, 2001)
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Effect of EGTRRA on Public Retirement Systems
(June 28, 2001)
Older speeches →
Television