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Profile Visibility  | | #5 in weekly profile views out of 4,438 lawyers in Indianapolis, Indiana | | #2,395 in weekly profile views out of 936,562 total lawyers Overall |
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| Practice Areas | Employee Benefit Law; ERISA; Deferred/Executive Compensation; Retirement Law; Business Law; Tax-exempt organization Law | | | Peer Review Rating | AV
Rated.
What's this? | | | Education | Indiana University, J.D., summa cum laude, 1971, Indiana University, B.S., 1969 | | | Admitted | 1971, Indiana | |
| Memberships | Indiana State and American (Member, Employee Benefits Committee, Section on Taxation) Bar Associations; Indiana Pension Conference. Member, Board of Directors, Eitlejorg Museum. Member of Benefits Committee of United States Chamber of Commerce. | | | Born | Olney, Illinois, February 23, 1947 | | | Biography | Phi Eta Sigma; Order of the Coif. Note Editor, Indiana Law Journal, 1970-1971. Law Clerk for Judge John S. Hastings, U.S. Court of Appeals, Seventh Circuit. Publications and Seminars: Church Benefits Association, Church Alliance Core Lawyer Working Group Meeting, July 23-25, 2007, Keystone, Colorado, "Update on Tax Exempt Issues"; Church Benefits Association, Core Lawyer Working Group Meeting, July 23-25, 2007, Keystone, Colorado, "Exemptions for Church Plans"; Church Benefits Association 2006 Annual Meeting, November 28, 2006, San Diego, California, "Investment Education versus Investment Advice"; Church Benefits Association 2006 Annual Meeting, November 28, 2006, San Diego, California, "Phased Retirement"; Indiana Chamber of Commerce Employee Benefits Seminar, January 25, 2006, Indianapolis, Indiana, "Designing Nonqualified Deferred Compensation Plans That Work"; Church Benefits Association 2005 Annual Meeting, November 29, 2005, Atlanta, Georgia, "The Seven Deadly Sins of Severance Pay"; Church Benefits Association, Church Plan Workshop VIII, April 13-15, 2005, Scottsdale, Arizona, "Nonqualified Plans of Non-Profit Employers and New Code Section 409A"; Church Benefits Association, Church Plan Workshop, VIII, April 13-15, 2005, Scottsdale, Arizona, "Securities Disclosure"; Indiana Chamber of Commerce Employee Benefits Seminar, January 25, 2005, Indianapolis, Indiana, "New Rules for Deferred Compensation Plans"; Church Plan Workshop VII, April 19-21, 2004, Scottsdale, Arizona, "Overview of Pending Welfare Plan Legislative and Regulatory Issues and Recent Cases of Note"; Church Plan Workshop VII, April 19-21, 2004, Scottsdale, Arizona, "Church Plan Fiduciary Case Study"; "Choppier Waters Ahead for ERISA Fiduciaries," Employee Benefit Plan Review, Volume 58, Number 6, December 2003; A Guidebook for Indiana School System Retirement/Severance Programs, Indiana Association of Public School Superintendents, Ice Miller, Revised Fall 2003; Indiana Association of Public School Superintendents, North East Study Council, "Deferred Compensation and Tax Issues for Schools," Indianapolis, Indiana, June 20, 2003; "How Fiduciary Duties May Change in the Wake of Enron," Employee Benefit Plan Review, Volume 57, Number 11, May 2003; Church Plan Workshop VI, April 7-9, 2003, Scottsdale, Arizona, "Exclusive Benefit Rule for Church Plans"; Church Plan Workshop VI, April 7-9, 2003, Scottsdale, Arizona, "Fiduciary Responsibilities and Audits"; Church Plan Workshop VI, April 7-9, 2003, Scottsdale, Arizona, "The Provision of Investment Advice by Church Plans"; "Rethinking Deferred Compensation Plans for Executives of Tax-Exempt Employers," Journal of Deferred Compensation, Volume 8, Number 3, Spring 2003; Employee Benefits Guide: A Comprehensive Guide for Indiana Employers, Kemper, James D. and Braitman, Mary Beth, co-editors, Indiana Chamber of Commerce, Revised 2003; Law Education Institute, Inc., 2003 National CLE Conference, "New Standard of Care for 401(k) Plan Sponsors Post Enron - No 404(c) Protection," Aspen, Colorado, January 4-9, 2003; Church Plan Workshop V, April 8-10, 2002, Scottsdale, Arizona, "The Provision of Investment Advice by Church Plans"; Church Plan Workshop V, April 8-10, 2002, Scottsdale, Arizona, "Administrative Pitfalls"; "A Guide to Solutions for Indiana School Systems: Retirement/Severance/Retiree Health Programs and SEA 199 Bonding Legislation," Indiana Association of Public School Superintendents and Indiana Association of School Business Officials, July 10, 2001; "How Would You Like to Pay Taxes on Retirement Benefits That You Haven't Received," Illinois Association of School Business Officials, December/January 2000-2001; Indiana School Board Association, "Public Employees' Retiree Matters (Plus COBRA)," Indianapolis, Indiana, June 20, 2000; Indiana School Boards Association School Law Seminar, "Employee Taxation Issues: Early Retirement Plans - Long Term Disability - Employee 'Buyout' Agreements," Indianapolis, Indiana, June 9, 2000; Indiana Association School Business Officials, Regional Meeting, "Tax Consequences of Early Retirement and Severance Benefits Under Non-Qualified Plans for Governmental Employers," Fort Wayne, Indiana, December 9, 1999; Indiana Association of Public School Superintendents (IAPSS)/Ice Miller Donadio & Ryan, "Tax Issues Related to Retirement/Severance Language in Local School District Agreements and Contracts"; Ice Miller Donadio & Ryan Circle City Seminar, March 5, 1999, Indianapolis, Indiana, "Taking the Bad with the Good: Employer Protections and Fiduciary Responsibility under ERISA"; Merrill Lynch Presentation, January 27, 1999, Indianapolis, Indiana, "401(k) and Defined Contribution and Pension Plan Liability: When is an Employer Exposed as a Fiduciary?; 1997 Employee Benefits Conference, February 27, 1997, Indianapolis, Indiana, "What Every Employer Needs to Know to Comply with Recent Federal Legislation and Case Law Affecting Employee Benefit Plans"; Tax Exempt and Governmental Employers Seminar, November 1, 1995, Indianapolis, Indiana, "Deferred Compensation for Tax Exempt Organizations and Universities - The Basics and Beyond"; Ice Miller Donadio & Ryan, November, 1995, Indianapolis, Indiana, "Deferred Compensation for Tax Exempt Organizations and Universities - The Basics and Beyond"; Ice Miller Donadio & Ryan, June 29, 1994, Indianapolis, Indiana, "Taking Control of Your Benefit Program"; Katz, Sapper & Miller - Certified Public Accountants, September 28, 1993, Indianapolis, Indiana, "Understanding 401(k) Plans — The Basics"; CUPA Midwest Regional Conference, 1992; "Strategies for Complying with New IRS Tests for Section 403(b) Annuities and Qualified Retirement Plans;" Indiana Continuing Legal Education Forum and The Indiana Municipal Lawyers Association, 1991; Municipal Law VIII; "Mandated Social Security Coverage;" Indiana Chamber of Commerce Health Care Conference, 1990; "Regulating Group Health Plans - Problems, Pitfalls and Proposals;" Fort Wayne Chapter Indiana CPA Society, 1989; "Hot Tax Topics - 1989 - Current Issues Relating to Qualified Plans;" National Business Institute, Inc.; Employee Benefits in Indiana, 1989; "Section 125 - Cafeteria Plans;" Legal Forum for Hospital Attorneys and Administrators, 1988; "Fraud and Abuse—Current Trends In Criminal Enforcement;" American Academy of Hospital Attorneys and National Health Lawyers Association Ninth Annual Institute on Medicare and Medicaid Payment Issues, 1988; "Financing and Refinancing Under Prospective Payment System;" Indiana Medical Group Management Association, 1988; "Tax Reform Act of 1986 and Leased Employees, Affiliated Service Groups and Management Companies—Consequences for Employee Benefit Plans of Physician Groups and Joint Ventures;" Eighth Annual Institute on Medicare and Medicaid Payment Issues, 1987; "Financing and Refinancing Under Prospective Payment System; Indiana Continuing Legal Education Forum and Indiana State Bar Association, 1987; Employee Benefit Provisions of Tax Reform Act of 1986; "Qualified Plans—Coverage, Participation, Leased Employees;" "Qualified Plans—Vesting/Integration/Asset Reversions/Loans/IRS Filing Requirements." Member, Stanley K. Lacy Leadership Alumni Association. Fellow, Indiana Bar Foundation. | | | ISLN | 905941323 | |
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