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Profile Visibility  | | #2 in weekly profile views out of 4,461 lawyers in Indianapolis, Indiana | | #170 in weekly profile views out of 968,464 total lawyers Overall |
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| Practice Areas | Qualified Retirement Plans; Public Pension Plans(50%); Public Employee Retirement(50%); Municipal Pensions; ERISA; Employee Benefit Taxation; Pension Plans; Pension Taxation; Legislative Lobbying; Flexible Benefits; Deferred Compensation; Pension and Profit Sharing Plans | | | Education | Indiana University, J.D., summa cum laude, 1981, Indiana University, B.S., 1971 | | | Admitted | 1981, Indiana | |
| Memberships | IRS Determination Letter Advisory Group; National Association of Public Pension Attorneys (President); Indiana Municipal Lawyers Association; National Council of Teacher Retirement; National Association of State Retirement Administrators; National Conference of Public Employees Retirement Systems. | | | Born | Indianapolis, Indiana | | | Biography | Publications and Seminars: "GASB Statement 45," Public Employee Forum (NCPERS, International Association of Fire Fighters, and American Federation of Teachers, Washington, DC, February 7, 2007; Co-author of the Ice Miller "A Guidebook for Qualified Governmental Retirement Plans;" Contributor, CCH Law, Explanation and Analysis, Pension Protection Act of 2006; "Update on Legal Issues Affecting Public Plans," National Council on Teacher Retirement, Austin, TX, October 2006; "Current Regulatory Requirements for Employee Health Expense Accounts, HRAs and HSAs," National Association of Government Defined Contribution Administrators , September 2006; "Tax Update, Advanced" and "Accounting Issues" (Moderator), National Association of Public Pension Attorneys Annual Conference, New York City, NY, June 2006; "General Benefit Issues" (Moderator), National Association of Public Pension Attorneys, Winter Section Meetings, Washington, DC, February 2006; "Federal Regulatory Update," National County on Teacher Retirement Annual Conference, Annual Conference October 2005; "Selected Federal Regulatory Developments for Governmental Plans," National Association of Public Pension Attorneys Annual Conference, June 2005; "Plan Assets - A Moving Target?" National Association of Public Pension Attorneys Annual Conference, June 2004; "Advanced Tax Workshop," National Association of Public Pension Attorneys Annual Conference, June 2003; "Recent Regulatory Developments for Public Pension Plans," National Association of Public Pension Attorneys Annual Conference, San Francisco, CA, June 2003; "Changing Landscape of the Way We View Retirement, Early Retirement Incentives/Phased Retirement/Return to Work," National Association of Public Pension Attorneys, San Francisco, CA June 2003; "Are Post-Employment Health Care Benefits Sustainable?, Pre-Funding Options, Health Reimbursement Accounts, and VEBA," Government Finance Officers Association Annual Conference, New York, NY, May 2003; "IRS Regulatory Development, Recent Government Pronouncements Regarding Public Pension Plans," National Association of Public Pension Attorneys, Washington, DC, January 2003; "403(b) Plan Update," and "Governmental Plan 457 Proposed Regulations," IRS Leadership Conference, Chicago, IL, October 24, 2002; "Governmental Plan 457 Proposed Regulations," Public Safety Employees Pension and Benefits Conference, Palm Springs, CA, October 21-23, 2002; "Recent Regulatory Developments for Public Pension Plans," National Council on Teacher Retirement 80th Annual Convention, Anchorage, Alaska, October 7-10, 2002; "Portability Issues After EGTRRA," "Governmental Plans Update, ALI-ABA Retirement, Deferred Compensation and Welfare Plans of Tax Exempt and Governmental Employers," and "Retirement Savings Legislation Included in Tax Relief Bill Applicable to Governmental Plans," ALI-ABA, Washington, DC, September 11-13, 2002; "High Performance Plans, Innovations in Service Purchase, Retiree Medical, and Leave Conversion," National Association of State Personnel Executives, August 2002 Convention; "Everything You Wanted to Know About EGTRRA Implementation" (National Association of Public Pension Plan Attorneys Annual Conference, June 2002); "Recent Pension Regulatory Developments for Public Pension Plans" (National Association of Public Pension Plan Attorneys Winter Meeting, February 2002); "A Retirement Odyssey" (National Association of State Retirement Administrators Annual Conference, August 2001); "Retirement Savings Legislation Included in Tax Relief Bill Applicable to Governmental Plans" and "Advanced Tax-Retiree Medical" (National Association of Public Pension Plan Attorneys Annual Conference, June 2001); "Tax Section Update" (National Association of Public Pension Plan Attorneys Winter Meeting, February 2001); "Defined Benefit Plans vs Defined Contribution Plans: Systems Respond with Creative Plan Designs" (National Council on Teacher Retirement Annual Conference, 2000); "Frequently Asked Questions on Federal Pension Law" and "Working from Here to Eternity: Post-Retirement Employment" (National Association of Public Pension Plan Attorneys Annual Conference, 2000); "Health and Pension Legislative Update" (International Foundation of Employee Benefit Plans, Benefits Conference for Public Employees, 2000); "Primer on Pension Qualification Rules Applicable to Governmental Plans" and "Advanced Session on Pension Qualification Issues Service Credit Purchases" (National Association of Public Pension Plan Attorneys Annual Conference, 1999); "School Corporation Update" and "Investment Choices and Education for Employees" (Circle City Seminar, IMDR, 1999); "New Plan Design Issues," (457 Plans and Qualified Excess Benefit Plans; National Association of Public Pension Plan Attorneys Annual Conference, 1997); "Recent Legislative Developments Affecting Governmental Plans," (Benefits Conference for Public Employees, International Foundation of Employee Benefit Plans, 1997); Public Safety Employees Pension and Benefits Conference (1997); "A Guidebook for Qualified Governmental Retirement Plans" (1997 & 1999); "A Guidebook for School System Retirement/Severance Programs" (1999); "Alternative Retirement Arrangements" (National Association of Public Pension Attorneys Annual Conference, 1995); "Public Fund Litigation Mock Court Presentation" (National Association of State Retirement Administrators Annual Conference, 1994); Tax Qualification Issues (National Association of Public Pension Attorneys Annual Conferences, 1998, 1995, 1994, 1993); "Governmental Plan Status" (National Association of Public Pension Attorneys Annual Conference, 1996); "Healthcare Responsibilities" (WEB, 1993); "Direct Rollover Distributions and Fiduciary Responsibilities" (WEB, 1993); "Americans with Disabilities Act" (Indiana Association of Cities & Towns and Association of Indiana Counties, 1992); Employee Benefit Issues (Indiana Tax Institute, 1991 and 1985); "Managing the Esoteric - Practicalities of the Older Workers Benefit Protection Act and Nondiscrimination Rules of the Internal Revenue Service (School Board Association, 1991); "Individual Retirement Accounts - Distribution Rules" (Notre Dame Institute, 1992); ERISA - Employee Benefit Issues (Indiana Continuing Legal Education Forum Programs, 1995, 1992, 1990, 1989, 1985); "Taking Control of Your Benefit Program" (Indiana Chamber of Commerce, 1994); Briefings on Issues of Importance to College and University Officials, Employee Benefits," Seminar for Colleges and Universities, 1988. Member: Indiana Pension Conference; Indiana Municipal Attorneys Association; Network of Professionals Working in Employee Benefits (WEB); National Association of Public Pension Attorneys. Registered Lobbyist in Indiana. Former Member, First Advisory Committee for IRS Tax Exempt and Governmental Entities, appointed by Commissioner (federal term, July 1, 2001-June 30, 2005). | | | ISLN | 908847752 | |
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