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Profile Visibility  | | #704 in weekly profile views out of 4,462 lawyers in Indianapolis, Indiana | | #249,733 in weekly profile views out of 968,939 total lawyers Overall |
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| Practice Areas | Employee Benefits Law; Executive Compensation; Leveraged ESOPs; ERISA; Retirement Law; Litigation | | | Education | Harvard University, J.D., 1980, Brown University, A.B., magna cum laude, 1977 | | | Admitted | 1980, Indiana | |
| Memberships | Indianapolis, Indiana State and American (Section of Taxation; Employee Benefits Committee) Bar Associations; Indiana Pension Conference. | | | Languages | French and Spanish | | | Born | Elkhart, Indiana, February 3, 1954 | | | Biography | Phi Beta Kappa. Publications and Seminars: "Nondiscrimination Requirements for Welfare Plans," 1988; "Introduction to ESOPs," 1988; "Due Diligence/Employee Benefits Issues," 1988; "Current Issues Relating to Employee Benefit Plans," 1989; "Deferred Compensation for Executives," 1990; "Description and Purposes of Employee Stock Ownership Plans," 1990; "Selected Topics Involving Litigation and Administrative Sanctions Under ERISA," 1990; "ERISA Liabilities Arising Out of Multiemployer Plans," 1991; "Trustee Fiduciary Obligations and Responsibilities," 1991; "Final Regulations Under Sections 401(k) and 401 (m)," 1991; "ERISA Litigation Issues," 1992; "New Regulations Regarding Plan Distributions," 1992; "Legal Developments Affecting Employee Stock Ownership Plans;" "Recent Developments In Employee Benefits Litigation," 1993; "How to Successfully Design and Implement a 401 (k) Plan," 1994; "Controlling Financial and Legal Exposure With Respect to Your Employee Benefit Plans," 1994; "Comparison of Defined Benefit Plans to Defined Contribution Plans," 1995; "Employee Stock Ownership Plans," 1995; "Fiduciary Obligations of Employee Stock Ownership Trustees," 1996; "Introduction to Medical Savings Accounts," 1997; "ERISA Litigation Update," 1998; "Evolution of ERISA," 1999; "Retirement Plan Distributions," 2000; "Recent Developments Affecting Estate Planning For Retirement Plan Distributions," 2000; "ERISA Title I Fiduciary Responsibility," 2001; "Fiduciary Liabilities Under ERISA," 2002; "Employee Benefit Plan Impact of Sarbanes-Oxley Act," 2003; "Legal Requirements for Cafeteria Plans," 2003; "Equity-Based Incentive Compensation," 2004. | | | ISLN | 903901268 | |
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