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Employee Benefits Legal Resource Site: Publications |
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| - Governmental Plans Answer Book, Second Edition and 2008 Supplement (September 21, 2007)
- 457 Answer Book, Fifth Edition (published July 26, 2007)
- Tobacco Divestment and Fiduciary Responsibility, A Legal and Financial Analysis 2000 (published January, 2000)
| | Articles | - IRS Clarifies Rollover Rules (Monday, February 18, 2002)
- 403(b) Plan Audit Issues (Monday, January 10, 2000)
- TAM Clarifies Tax and Withholding Consequences of Early Retirement Incentives and Failed Section 457 Plans (Monday, May 10, 1999)
- Deadline for Amending Governmental Section 457 Plans Approaching (Monday, October 19, 1998)
- Deferred Retirement Option Plans ("DROP" Plans) (Tuesday, October 13, 1998)
- The Division of Pensions Across Borders (Tuesday, December 17, 1996)
- The Tax Law and the Nonqualified Variable Annuity (Monday, July 01, 1991)
| | Charts | - Maximum Benefits and Contributions Limits for 2009 (Thursday, October 16, 2008)
- Comparison of 457(b) Plans, 401(k) Plans, 403(b) Plans, and Deemed IRAs (Thursday, October 18, 2007)
- Checklist of Federal Tax Law Rules Applicable to Public Retirement Systems (Thursday, September 28, 2006)
- State Retirement Systems (Wednesday, September 29, 2004)
| | Speech outlines | - Federal Law Update, 2003-2004 (Legislative and regulatory changes that affect teachers' retirement systems) (Tuesday, October 12, 2004)
- Key Legislative and Tax Changes That Impact The Performance Of Your Fund (Tuesday, October 05, 2004)
- Eligible 457 Plans: What's New? (Friday, September 10, 2004)
- Governmental Plans Update (2003-2004) (Thursday, September 09, 2004)
- 457 Update, Including New Regulations, for 2001-2002 (Friday, September 13, 2002)
- Governmental Plans Update (2001-2002) (Thursday, September 12, 2002)
- From Defined Benefit to Defined Contribution and Other 2001 Trends in Governmental Plans (Friday, December 07, 2001)
- 2001 Developments in 457(b) Plans of State and Local Governments (Thursday, December 06, 2001)
- Public Retirement Systems: Effect of EGTRRA, USERRA, domestic partnership developments, and recent cases (Tuesday, October 02, 2001)
- Effect of EGTRRA on Public Retirement Systems (Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA"), Public Law No. 107-16) (Thursday, June 28, 2001)
- Pick-Up Issues (Wednesday, February 14, 2001)
- DROP/Phased Retirement Arrangements, 457 Matches, and Other Current Trends in Governmental Plans (Wednesday, February 14, 2001)
- Deferred Retirement Option Plans ("DROP Plans") (Monday, October 02, 2000)
- The Issues Institutional Investors Face in Doing Social Investing (Friday, May 12, 2000)
- Highlights of the 403(b) Examination Guidelines, as Adopted by the Internal Revenue Service, May, 1999 (Wednesday, June 23, 1999)
- Taxation of Service-Connected and Non-Service-Connected Disability Benefits under Governmental Plans (Saturday, December 12, 1998)
- Excess Benefit Plans (Thursday, October 08, 1998)
- Uniformed Services Employment and Reemployment Rights Act ("USERRA"), 38 U.S.C. §§ 4301 et seq.: the employee benefits aspects (Thursday, October 08, 1998)
- The Pomeroy Rollover Legislation (H.R. 3503) (Tuesday, June 30, 1998)
- Purchased Service Credit (Thursday, January 15, 1998)
- Nondiscrimination Rules for Public Pension Funds (Monday, June 30, 1997)
- Medical Savings Accounts (Thursday, May 15, 1997)
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Non Categorized Content
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