Employee Benefits
In an age of mega law firms and consolidation, IPB remains one of the few independent tax and employee benefits specialty law firms. We continue to thrive because we are focused on:
- Service. We aim to answer your questions quickly and efficiently without overdoing the work. No question is too narrow for us to answer, and we know our clients value our responsiveness and practical guidance.
- Expertise. IPB’s model is designed to get you the right expert for your specific question, issue, or transaction. We reject the “territoriality” that plagues many larger law firm practices. Other firms’ “eat what you kill” pay approach pits colleagues against one another and can prevent clients from getting the benefit of the right expert.
- Unbiased Representation. Employee benefits is an increasingly outsourced space. We represent employers. Many of our competitors represent insurance companies, third-party administrators, financial services firms, and other entities that service employer plans. The fact that our practice is focused on the employer side means that we zealously represent employers and their plans without conflict.
- Partnership. We focus on your needs, to partner with you and your colleagues in achieving the company’s goals. We regularly and comfortably work alongside other service providers, recognizing the different expertise and value each of us brings to our roles.
- Flexibility. We don’t take a one-size-fits-all approach. We are nimble in how we approach issues. Sometimes a client wants a “turn over every rock” kind of answer, and sometimes a client just wants a quicker “pretty sure” response. It depends on how much is riding on the question. We understand that.
EMPLOYEE BENEFITS TEAM
We have eleven attorneys, including nine partners, who concentrate their practice on employee benefits. This practice includes the following areas:
Below is a sample client list from the many large U.S. and foreign multinational clients who seek our counsel on sophisticated benefits issues as well as day-to-day plan maintenance. Many of these clients have remained with Ivins, Phillips and Barker for decades.
Sample Employee Benefits Clients
- Bayer Corporation
- Capital Group Companies
- Carmax
- Castle & Cooke
- Cheesecake Factory
- Chrysler Group
- Comcast NBC Universal
- Dole Food Company
- Dominion Resources, Inc.
- Dresser, Inc. / GE Oil & Gas
- Federal Express
- Fidelity Investments
- First American Financial Corporation
- GE
- General Motors Corporation
- Hitachi High Technologies America
- IBM
- Jacobs Engineering Group
- The Kraft Heinz Company
- Meltzer Group
- National Fuel Gas Company
- Nokia Solutions
- Owens & Minor
- Prudential
- Public Service Electric & Gas (PSEG)
- Red Hat Software, Inc.
- Reichhold Chemicals
- SABIC
- Saudi Arabian Oil Company (Saudi Aramco)
- S.C. Johnson
- Smithsonian Institution
- Vulcan Materials Company
- William M. Mercer, Inc.
- Xerox Corporation
EMPLOYEE BENEFITS NEWSLETTERS
News
- April 6, 2018
Ivins Attorney Robin Solomon Quoted in Tax Notes on IRS Determination Letter Program
Tax Notes - March 23, 2018
Employee Benefits Alert: New Disability Claims Rules - February 27, 2018
Ivins Attorney Spencer Walters Quoted in Forbes
Forbes - January 29, 2018
Employee Benefit Newsletter: Section 162(m) Deduction Limit
Employee Benefits Insider - January 25, 2018
Ivins Attorneys Participated in DC Bar Sponsored Panels re: Tax Reform - January 11, 2018
Ivins Attorneys to Speak at the FBA Annual Tax Law Conference - December 20, 2017
Ivins Attorneys Interviewed by Tax Notes on 162(m) - December 11, 2017
Ivins 401(k) Pioneer Carroll Savage Profiled by DC Bar - December 11, 2017
Kevin O'Brien Profiled by Lawdragon
Lawdragon - Lawyer Limelights - November 17, 2017
EB Newsletter: Tax Reform - November 2017
Ivins Selected as One of the 2018 Best Law Firms in America
U.S. News & World Report (2018 Edition) - November 3, 2017
Ivins Attorneys Present TEI Employee Benefits Seminar - October 24, 2017
Ivins Attorney Ben Grosz Shared Insights at 2017 Healthcare & Retirement Plan Summit - Jodi Epstein, Robin Solomon Speak on Fiduciary Best Practices at “Best of” Plan Sponsor National Conferences
- October 12, 2017
Robin Solomon and Jodi Epstein Lead Panel at WIPL Conference - September 21, 2017
Benjamin Grosz Addresses Washington Area Compensation and Benefits Association - August 15, 2017
Ben Grosz and Robin Solomon Quoted in NAPA re: Target Date Funds
NAPA - August 15, 2017
Ten Ivins Attorneys Named to 2018 Best Lawyers in America - June 2017
TEI Conferences - May 25, 2017
Robin Solomon and Ben Grosz Speak on Executive Compensation and Employment Taxes - May 23, 2017
Robin Solomon Quoted on Socially Responsible Investing
Fiduciary News - May 22, 2017
Robin Solomon Speaks at Minnesota Society of CPAs Conference - May 2017
Kevin O'Brien Named a Top 20 ERISA Lawyer by Lawdragon
2017 Magazine - May 14, 2017
Spencer Walters Quoted re: DOL State Auto-IRA Rule
Forbes - May 12, 2017
Robin Solomon and Jodi Epstein Presented at TEI Full-Day Seminar - May 9, 2017
Kevin O'Brien Quoted by BNA on Pension Plan Funding Strategies
Pension & Benefits Daily (Bloomberg BNA) - April 28, 2017
Andre and Solomon Speak at TEI re: Global Mobility of Employees - April 2017
Ten Ivins Attorneys Named as 2017 DC Super Lawyers - April 25, 2017
Esptein and Walters Lead Workshop re: Surviving a DOL Audit - April 25, 2017
Kevin O'Brien Speaker at IBCN National Forum - April 20, 2017
Kevin O'Brien Moderates Panel at DC Bar Taxation Section - March 6, 2017
Robin Solomon Quoted in Wall Street Journal on Target Date Funds
Wall Street Journal - January/February 2017
Benjamin L. Grosz Interviewed for PLANSPONSOR Magazine Cover Story on Monitoring and Evaluating Retirement Plan Fees
PLANSPONSOR Magazine - February 24, 2017
Ivins Attorneys Speak re Global Mobility of Employees - February 14, 2017
Steve Witmer Rejoins Ivins - February 9, 2017
Ivins, Phillips & Barker Partner Announcements - December 1, 2016
Ivins Attorney, Ben Grosz, Featured Panelist at Best of PLANSPONSOR National Conference - November 21, 2016
Benjamin Grosz Speaks on Retirement Plan Investment Fiduciary Best Practices, Lessons from Recent Litigation, and New DOL Rules - November/December 2016
Robin Solomon Quoted re DOL Fiduciary Rule
Connections - November 2016
Robin Solomon Quoted on Taxation of Noncash Bonuses
Inc. magazine - November 2016
Ivins Selected as One of the 2017 Best Law Firms in America
U.S. News & World Report (2017 Edition) - November 2, 2016
Robin Solomon Quoted on Taxation of Non-Cash Benefits
American Recruiters - September 27, 2016
In Memoriam - H. Stewart Dunn, Jr. - September 20, 2016
Robin Solomon and Ben Grosz Shared Insights at Healthcare & Retirement Plan Summit - September 6, 2016
Robin Solomon Discusses Retirement Drawdown Strategy
Investopedia - August 16, 2016
Eleven Ivins Attorneys Named to 2017 Best Lawyers in America® - July 20, 2016
Ivins Named to Above The Law's Tax Firm Power Rankings
Above The Law - June 23, 2016
Robin Solomon Speaks at the DC Bar on the DOL Fiduciary Rules - June 14, 2016
Ivins Attorney Benjamin Grosz Interviewed on 401(k) QDIA Fiduciary Red Flags for Plan Sponsors
FiduciaryNews.com - May 19, 2016
GRIST: 9th Circuit Decision Spotlights Importance of Accurate, Complete Pension Plan Records
Mercer Select GRIST Reports - May 18, 2016
Jonathan Zimmerman and Spencer Walters Speak re Executive Compensation and FICA Issues - May 10, 2016
Robin Solomon Quoted on Preparing for a DOL Audit
Fingercheck - May 1, 2016
Benjamin Grosz Interviewed by CNBC about 401(k) Plan Lawsuits - April 28, 2016
Ivins Attorneys Teach ABA Employee Benefits Law CLE for Hundreds of Lawyers - April 28, 2016
Robin Solomon Quoted on Payroll Practices for Terminating Employees
Fingercheck - April 2016
Nine Ivins Attorneys Named as 2016 DC Super Lawyers - April 12, 2016
Robin Solomon Quoted in Investment News on DOL Fiduciary Rule Enforcement
Investment News - April 6, 2016
GRIST Alert: Labor Department’s Broader "Fiduciary" Definition Will Take Effect April 10, 2017
Mercer Select - April 5, 2016
Robin Solomon and Ben Grosz Interviewed on 401(k) Plan Fee Arrangements in Light of New DOL Fiduciary Rule
FiduciaryNews.com - April 2, 2016
Robin Solomon Quoted on Educational Assistance Plans
GoBankingRates - March 4, 2016
BenefitsPro Quotes Ivins Attorney About Retirement Plans - February 24, 2016
Robin Solomon and Jonathan Zimmerman Speak on Top Employee Benefit Issues - February 24, 2016
Robin Solomon Quoted Regarding Health Plan Benefits
Law Vegas Review-Journal - February 23, 2016
Ivins Attorney Benjamin L. Grosz Interviewed on 401(k) Fee Litigation and Plan Sponsor Reaction
FiduciaryNews.com - February 12, 2016
Robin Solomon and Benjamin Grosz quoted in US News & World Report on Tax-Advantaged Employee and Fringe Benefits
US News & World Report - February 4, 2016
Robin Solomon Quoted in US News & World Report
US News & World Report - January 27, 2016
Retirement Plan Tax Breaks Discussed by Ivins Attorney Ben Grosz - October 22, 2015
Live Webcast: Ivins Attorneys to Discuss Key Developments in Health & Welfare Plan Administration - October 22, 2015
Robin Solomon and Jeannie Leahy Speak at TEI Salt Lake City UT Chapter Meeting - October 22, 2015
Steve Witmer Speaks at Western Pension & Benefits Council: Negotiating Employee Benefits Vendor Agreements - October 8, 2015
Ivins Advises Bayer on $2 Billion IPO of Material Science Business - October 7, 2015
Robin Solomon Speaks at TEI Pittsburgh Chapter Meeting - August 19, 2015
Spencer Walters Speaks at TEI on Executive Compensation Issues - August 18, 2015
Eight Ivins Attorneys Named to 2016 Best Lawyers in America - July 6, 2015
Ivins Advises Heinz on $60 Billion Merger with Kraft - May 26, 2015
Ivins Attorneys to Discuss Latest Developments & Risks for ERISA Fiduciaries - April 29, 2015
IRS Issues Notice 2015-10 Guidance re Tax Withheld from International Payments - April 26, 2015
Nine Ivins Attorneys Named as 2015 DC Super Lawyers - April 17, 2015
Ivins Attorneys Speak to ABA Business Law Section on Employee Benefits - April 16, 2015
Benjamin Grosz Speaks at American Bar Association Young Lawyer Institute - April 13, 2015
Robin Solomon Speaks on Same-Sex Marriage at American University Washington College of Law Founders Celebration 2015 - March 25, 2015
Ivins Attorneys Speak at TEI 65th Mid-Year Conference - March 6, 2015
Ivins Attorneys Speak at Federal Bar Association Tax Law Conference - February 10, 2015
Six Ivins Attorneys Speak at Cincinnati-Columbus Chapter of TEI - August 21, 2014
Nine Ivins Attorneys Named to 2015 Best Lawyers in America® - April 2014
Eight Ivins Attorneys Named as 2014 DC Super Lawyers - April 3, 2014
Rosina Barker Speaks on Pension Derisking at ALI CLE Conference - April 2, 2014
Steve Witmer and David Sherwood Speak at Orange County Chapter of TEI: Employee Benefits Issues in Mergers and Acquisitions - March 26, 2014
Leslie Schneider and Rosina Barker Speak at TEI Mid-Year Conference - February 28, 2014
Ivins Attorneys Speak at FBA Tax Law Conference - February 3, 2014
Historical Perspective: Ivins Attorney Plays Lead Role in Creation of 401(k) Plans
Bloomberg News - January 25, 2014
Rosina B. Barker Speaks to ABA Tax Section on Politics of Pension De-Risking - December 2013
Kate Deal, Top Honors in 2013 Tannenwald Tax Writing Competition - October 2013
Ivins Attorneys Speak at 68th Annual TEI Conference - October 24, 2013
Jodi Epstein speaks to DC Bar on Determination Letter Process - September 20, 2013
Ivins Attorneys Speak at ABA 2013 Fall CLE Meeting - September 19, 2013
Rosina Barker Speaks to ABA on Developments in Pension Plan De-Risking - August 21, 2013
Nine Ivins Attorneys Named to 2014 Best Lawyers in America - May 24, 2013
Chambers USA Ranks Ivins as a Leading Global and DC Tax & Benefits Firm
Chambers USA - April 28, 2013
Six Ivins Attorneys Named as 2013 DC Super Lawyers - April 17, 2013
Jonathan Zimmerman Speaks at TEI Audits & Appeals Seminar - March 13, 2013
Rosina Barker Speaks at the ALI on De-Risking DB Plans - March 13, 2013
Rosina Barker Speaks to ALI-CLE on Pension De-Risking - November 27, 2012
Ivins Attorneys Speak at TEI New Orleans Chapter - October 30, 2012
Ivins Attorneys Speak at TEI Annual Conference - September 14, 2012
Rosina Barker Speaks to ABA on Pension De-Risking - 2012
Chambers USA Ranks Ivins as a Leading DC Tax and Benefits Firm
Chambers USA - June 2012
Fiduciary Duties in the Termination of Defined Benefit Pension Plans
PLANSPONSOR - May 2012
Ivins Attorneys Named to 2012 Washington DC Super Lawyers - April 18, 2012
Rosina Barker Speaks to State Bar of Michigan: Correcting 409A Failures - November 2, 2011
Rosina Barker Spoke at the NASPP 2011 Annual Conference - September 23, 2011
Rosina Barker Gives 409A Presentation to the Southern Federal Tax Institute - September 19, 2011
Ivins Attorneys Speak at Cincinnati TEI Seminar - August 31, 2011
Ten Ivins Attorneys Named to 2012 Best Lawyers in America - May 8, 2011
Ivins Attorneys Named to 2011 Washington DC Super Lawyers - May 6, 2011
Ivins Attorneys Speak at 2011 ABA Tax Section May Meeting - April 29, 2011
Rosina Barker Spoke on Taxation of Executive Clawbacks - December 16, 2010
Rosina Barker Speaks to DC Bar on Clawbacks - September 25, 2010
Rosina Barker Inducted to ACEBC - July 14, 2010
Rosina Barker Speaks on 409A Corrections in ALI-ABA Webcast - June 7, 2010
Rosina Barker appointed to BNA Pension & Benefits Advisory Board - April 12, 2010
Rosina Barker and Kevin O'Brien Publish Insights on Correcting 409A Document Failures - February 24, 2010
Rosina Barker Speaks to DC Bar on 409A corrections
Strategies & Opportunities
Publications
- June 7, 2016
Employee Benefits in Focus: The DOL Fiduciary Rule
Employee Benefits Insider - May 25, 2016
Employee Benefits in Focus: Wellness Plans
Employee Benefits Insider - May 25, 2016
Wellness Plans - EEOC Rules Remove Roadblocks But Narrow the Compliance Lanes Ahead
Employee Benefits Insider - April 6, 2016
Deploying Company Foundations in Battle for Tech Talent
The Tax Executive - March 2016
Employee Benefits Update - March 17, 2016
Fidelity Challenged for Keeping 'Float' Income in 401(k) Plans
Employee Benefits Update - March 17, 2016
IRS Reduces VCP Fees (Again); Encourages Plan Corrections
Employee Benefits Update - March 17, 2016
Recouping Overpayments: Lessons Learned from Recent Cases
Employee Benefits Update - March 17, 2016
RJR Court Adopts Template Prudent Process for Terminating Employer Stock Funds
Employee Benefits Update - March 7, 2016
Health Reform Resources - January 29, 2016
Affordable Care Act Delays, Changes
Employee Benefits Update - January 29, 2016
Court Takes Issue with EEOC Position on Wellness
Employee Benefits Update - January 2016
Employee Benefits Update - January 29, 2016
Lessons from ERISA Fee Litigation: 2015 Year in Review
Employee Benefits Update - January 29, 2016
PBGC Premiums, IRS Mortality Tables Spur Additional De-Risking Activity by Plan Sponsors
Employee Benefits Update - January 29, 2016
Supreme Court Allows Plan's Forum Selection Clause to Stand
Employee Benefits Update - August 11, 2015
Hold It or Fold It: Keeping or Terminating the Employer Stock Fund After Dudenhoeffer and Tatum
BloombergBNA Pension & Benefits Daily - April 29, 2015
IRS Issues Guidance re Tax Withholding on International Payments - April 29, 2015
IRS Issues Guidance Regarding Credits and Refunds of Tax Withheld from International Payments
Employee Benefits Insider & Corporate Tax Insider - February 12, 2015
Responding to a Data Breach in Your Health Plan
Employee Benefits Insider - October 23, 2014
ACA Increases Exposure for Misclassifying Leased Employees
Employee Benefits Insider - June 11, 2014
The End of Circular 230 Disclaimers
Employee Benefits Insider - May 13, 2014
IRS Pilot Program for Section 409A Audits to Focus on Top 10 Highest Paid Employees
Employee Benefits Insider - January 30, 2014
Closed Pension Plans: Limited Nondiscrimination Testing Relief
Employee Benefits Insider - January 30, 2014
In-Plan Roth Rollovers
Employee Benefits Insider - January 30, 2014
Roundup of Recent IRS Qualified Plans Guidance
Employee Benefits Insider - January 30, 2014
Safe Harbor 401(k) Plans: More Mid-Year Flexibility
Employee Benefits Insider - 2015
Choosing a Retirement Plan
Personnel Compliance Guide - December 2013
Ivins Files Supreme Court Amicus Brief in Quality Stores Case - November 19, 2013
401(k) Investment Committee Topics
Employee Benefits Insider - November 8, 2013
New Field Attorney Advice Deductibility of Employee Bonuses
Employee Benefits Insider - Fall 2013
Employee Benefits Law, Third Edition, Cumulative Supplement
Contributing Author, Bloomberg BNA - September 16, 2013
IRS Post-DOMA Guidance: What Employers Should Do Now - September 16, 2013
IRS Post-DOMA Guidance: What Employers Should Do Now
Employee Benefits Insider - July 2, 2013
Now What? Employee Benefits After DOMA - July 2, 2013
Now What? Employee Benefits After DOMA
Employee Benefits Insider - June 21, 2013
If the Supreme Court Rules Against DOMA: Ten Questions Employers Will Ask
Employee Benefits Insider - May 24, 2013
Rabbi Trusts May Need Amendment to Avoid Code Section 409A Trap
Employee Benefits Insider - May 8, 2013
Department of Labor's Lifetime Income Proposal
Employee Benefits Insider - April 5, 2013
New Taxes and Fees Under the Affordable Care Act - More Headaches for Employers
Employee Benefits Insider - April 5, 2013
New Taxes and Fees under the Affordable Care Act – More Headaches for Employers - January 2013
IRS Updates EPCRS Corrections Program for Qualified Plans
Employee Benefits Insider - 2013
Qualified Retirement Plans
RIA Corporate Controller Manual - July 6, 2012
408(b)(2) Call to Action: Plan Fiduciary Obligations after the July 1, 2012 Deadline
Ivins, Phillips & Barker - June 2012
The Fiduciary's Role in the Termination of Single Employer Defined Benefit Plans: A Practical Guide
PLANSPONSOR - October 2011
Payback Time: Tax Treatment of Executive Compensation Clawbacks
Chapter 1C of New York University Review of Employee Benefits and Executive Compensation - September 23, 2011
409A Failures: Correcting With and Without the IRS Formal Correction Programs
46th Southern Federal Tax Institute - January 13, 2011
Cash Balance Plan Resource Page - November 2010
Achieving Success in a Worker Classification Audit
Practical Tax Strategies - October 25, 2010
Taxing Clawbacks
Tax Notes - May 10, 2010
Employers Should Prepare Immediately for PPACA Early Retiree Reinsurance Program
Employee Benefits Insider - April 28, 2010
Notice 2010-38 Clarifies Tax Treatment of Employer-Provided Health Coverage for Adult Children
Employee Benefits Insider - April 21, 2010
VEBA Retiree Medical Reserves -- Two New Tax Reduction Strategies - April 12, 2010
Document Failures in the Section 409A-Covered Plan: Correcting With and Without Notice 2010-6
BNA Pension & Benefits Daily - April 2010
Your Large-Employer Health Plan: Timeline for Compliance With Health Reform - March 2, 2010
PBGC Proposed Changes May Trigger Default Under Your Employer's Credit Agreements
Employee Benefits Insider - February 28, 2010
Code § 401(a)(17) Compensation Limit – Simplify 401(k) Plan Administration and Increase Permitted HCE Deferrals with a Simple Drafting Technique - February 24, 2010
409A Failures: Correcting Outside of the IRS's Formal Correction Programs
Presentation to the DC Bar Tax Section Employee Benefits Committee - February 1, 2010
401(k) Plan Nondiscrimination Testing Solution - January 2010
COBRA Subsidy Extension: What Does This Mean for Employers?
Employee Benefits Insider - January 8, 2010
409A Document Corrections Under Notice 2010-6
BNA Pension & Benefits Daily - January 1, 2010
Ivins, Phillips & Barker Section 409A Compliance Review - October 21, 2009
Ten Things to Know About In-Service Retirement under PPA - September 14, 2009
Seventh Circuit's Contilli Decision Clarifies Requirements for Post-Retirement Actuarial Adjustments - September 9, 2009
401(k) Automatic Contribution Arrangement - September 9, 2009
Implementing a 401(k) Automatic Enrollment Arrangement - August 10, 2009
409A Failures: Correcting With and Without Notice 2008-113
Tax Notes - August 2009
Summary of Pending Healthcare Legislation
Ivins, Phillips & Barker - July 22, 2009
Fry v. Exelon: How Will the IRS React? - July 9, 2009
Benefits Outsourcing Contracts - Negotiate Carefully! - June 30, 2009
Accelerated Deductions for Self-Funded Medical Reimbursements – Even Faster than You May Have Believed - June 25, 2009
Accelerated Deductions for Self-Funded Medical IBNR Reimbursements – Even Faster than You May Have Believed - May 12, 2009
Second Circuit Victory for PBGC in Oneida Will Make Distress Terminations in Bankruptcy More Expensive
BNA Pension & Benefits Reporter - Fall 2008
Taxing Tenure: An Examination of How the Federal Insurance Contribution Act (FICA) Has Been Applied to Tenure Buyouts
The Tax Lawyer Vol. 62, No. 1 - February 5, 2008
IRS Backloading Guidance Under Revenue Ruling 2008-7 -- Good and Not-So-Good News for Plan Sponsors - January 30, 2008
RSUs and Restricted Stock for Retirement-Eligible Employees -- Tax Surprises under Section 162(m) - April 16, 2007
Salary Continuation Arrangements: Still Viable But Proceed With Caution Under Final Code 409A and 415 Regulations - September 2006
Pension Protection Act of 2006: Summary for DB Plans - February 6, 2006
Vesting of Deferred Compensation: When Words Are More Taxing Than Deeds
Tax Notes - January 2006
Section 409A: Five Points That May Surprise You - Fall 2005
Code Section 409A and the Hidden Deferred Compensation in Executive Employment Agreements
Benefits Law Journal - December 2005
EPCRS Update 2006 - November 2005
Year-End Benefits Checklist 2005 - Spring 2005
Cash Balance Plans & Age Discrimination: The Statute Speaks & (Most) Courts Listen
Benefits Law Journal - March 2, 2005
Roth Contributions - Proposed Regulations Issued - February 10, 2005
SERPs and Elective Deferral Plans Must Comply With §409A
Pension & Benefits Daily - February 9, 2005
Executive Employment Agreements Must Comply With Section 409A
Daily Tax Report - December 2004
Alert: Change in "Dependent" Definition - November 2004
The American Jobs Creation Act of 2004: An Analysis of Selected Provisions - Fall 2004
Limiting 401k Fiduciary Exposure After Enron: Put Your Prose to Work
Benefits Law Journal - August 2004
Retroactive Annuity Starting Date: What Do I Have To Do? - July 2004
Proposed 411(d)(6) Regulations for Defined Benefit Plans: What To Do Right Now - Spring 2004
Cash Balance Emergency Preparedness Kit: This Is Not A Test
Benefits Law Journal - January 10, 2004
Cash Balance Alert: February 10, 2004 - Fall 2003
Berger v. Xerox: Looking for Law in All the Wrong Places
Benefits Law Journal - October 30, 2003
Cash Balance Alert: October 30, 2003 - Fall 2003
Accruing Benefits for Retired Ees: The Incredible Shrinking Ruling
Benefits Law Journal - July 2003
VEBA UBIT Flash - June 19, 2003
Jobs and Growth Tax Relief Reconciliation Act of 2003 - Spring 2003
Cash Balance Plans & ADEA: IRS Proposes Regs. Under Code section 411(b)(1)(H)
Benefits Law Journal - Spring 2003
What's New in Novation? Discharging Deferred Compensation Obligations Upon Sale of a Business
Benefits Law Journal - 2003
Year-End Benefit Issues 2003 - Fall 2002
Three Rulings in Search of a Theory: Accelerated Deductions for 401k Plan Contributions
Benefits Law Journal - Fall 2002
Double Indemnity: Does Your Plan's Fiduciary Indemnification Clause Protect Your Plan Administrator?
Benefits Law Journal - September 10, 2002
Keeping Current with Qualified Plans
Employee Benefits Bulletin - Summer 2002
Guilt by Association: The ERISA Fiduciary Status of Principals, Agents, Officers, Directors and Other Affiliates
Benefits Law Journal - Winter 2002
Cash Balance Conversions under ADEA - Reconsidered & Reaffirmed
Benefits Law Journal - Fall 2001
Settlements & Waivers Affecting Pension Benefits Under ERISA
Benefits Law Journal - Fall 2001
The ERISA Common Law and the Limits of Reticulation
Benefits Law Journal - Fall 2001
Flanigan v GE: Last Nail in the Coffin of the Asset "Sale" Bugbear?
Benefits Law Journal - Fall 2001
Plan Expenses: Four Things About the Labor Department's Guidance We Still Don't Understand
Benefits Law Journal - Summer 2001
Consistency Under the Claims Process: ERISA Duty or Regulatory Hobglobin?
Benefits Law Journal - Spring 2001
From the Editors: Scrivener's Error--An Overdue Doctrine for Qualified Plan Corrections
Benefits Law Journal - Fall 2000
Microsoft TAM--Answers Some Questions, Raises Others
Benefits Law Journal - Fall 2000
Benefits in Corporate Asset Sales: Guidance Takes Two Steps Forward, One Step Back
Benefits Law Journal - Summer 2000
Do Cash Balance Plans Violate the ADEA?
Benefits Law Journal - Summer 2000
Working Overtime to Deal With Evolving Benefits and Pay Practices
Benefits Law Journal - Spring 2000
Is There a Scriveners Error Doctrine
Benefits Law Journal - Spring 2000
Cash Bal. Plans: Are Wear-Away Transitions Legal under the ADEA
Benefits Law Journal - Fall 1999
PensionCabal.com--Ruminations on the Cash Bal. Crisis
Benefits Law Journal - Summer 1999
Perspective--American Stores: IRS Wins Battle But May Have Lost War Against Accelerated Pension Deductions
Benefits Law Journal - Summer 1999
Stand by Your Plan: Disqualification for Failure to Follow the Plan Terms after Shedco
Benefits Law Journal - April 1, 1999
Gearing for Battle: Prospects for Health Reform Legislation
Employee Benefits News - Spring 1999
Nontaxable Benefit Elections: Do They Trigger Taxable Income? More Confusion after Express Oil Change
Benefits Law Journal - Fall 1998
The Ghost in the Machine: Does the All-Events Test Survive in Code Section 404?
Benefits Law Journal - Fall 1998
Whither Guidance?
Benefits Law Journal - Fall 1998
Introduction and Hughes Blues
Benefits Law Journal - Summer 1997
HIPAA's Nondiscrimination Rules: Agencies See Green Light for Regulating Plan Design
Benefits Law Journal - 1997
Overfunded Portion of Foreign Employees' Trust Treated as Grantor Trust
Journal of Taxation - 1994
Selected Developments Affecting Qualified Plans: Of Same Desks, Plan Spinoffs and Mergers, and Plan Procedures
New York University Conference on Employee Benefits Taxation - April 2, 1993
State Withholding from Qualified Plan Distributions
Tax Management Compensation Planning Journal - 1993
New Final Regulations Offer More Flexibility in Defining Compensation
Journal of Taxation - 1991
Cafeteria Plans: Recent Developments and Unresolved Issues
New York University Conference on Employee Benefits Taxation - 1991
Final Section 401(k) and (m) Regulations Contain Substantive Changes
Journal of Taxation - September 17, 1990
5710. Nonqualified Deferred Compensation
Tax Practice Series, The Professional Expediter, BNA - February 26, 1990
5720. Golden Parachutes
Tax Practice Series, The Professional Expediter, BNA - 1990
Recent Developments Affecting Cafeteria Plans
New York University Conference on Employee Benefits Taxation - 1989
Minimum Coverage Prop. Regs. Contain Several New Tests
Journal of Taxation - 1982
The Employee Benefit Provisions of the Tax Equity and Fiscal Responsibility Act
ALI-ABA Course Materials Journal