Contributing Author: "403(b) Answer Book", 9th Edition, Wolters Kluwer, 2014; Contributing Author: "Variable Annuities and Variable Life Insurance Regulation", 2nd Edition, PLI, 2014; Co-Author: "Regulatory and Fiduciary Framework for Providing Lifetime Income from Defined Contribution Plans", New York University Review of Employee Benefits and Executive Compensation, 2013; Contributing Author: "Fundamentals of Employee Benefit Programs", 6th Edition (Chap. 15, Section 403(b) Arrangements) Employee Benefit Research Institute (2009); Author: "403(b) Plan Update: Can You Finally Terminate That Plan?", The SPARK Journal, Vol. 21, No. 2 (2011); Author: "Delay in the 403(b) Written Plan Requirements Doesn't Mean, 'Wait 'till Next Year'", The SPARK Journal, Vol. 19, No. 2 (2009); Author: "Renovating 403(b): Still Under Construction", The SPARK Journal, Vol. 18, No. 3 (2008).