"Minimum Participation Standards, Part II" 401(k) Advisor (January 2014)
PRESENTATIONS
"Topics in Compensation and Benefits – 2015 Reporting Requirements" AAIM Roundtable Presentation (2015)
"ESOPs in Ownership Succession Planning" National Business Institute Business Ownership Succession Planning Seminar (June 2015)
"Real World Issues for Mature ESOPs" ESOP Association Heart of America Chapter Spring Seminar (April 2015)
"Designing an ESOP to Fit Your Culture" NCEO's Employee Ownership Conference (April 2015)
"Corporate Governance Transitions" ESOP Association Heart of America Chapter Fall Seminar (September 2014)
"Timing of 401(k) Plan Amendments" 401(k) Advisor (August 2014)
"The Affordable Care Act and Immigration Policy, Law and Regulations: Addressing Rapid Changes in Government Regulation" International Franchise Association 47th Annual Legal Symposium (May 2014)
"Current ESOP Trends" ESOP Association Heart of America Chapter Spring Seminar (April 2014)
"Minimum Participation Standards, Part II" 401(k) Advisor (January 2014)
PRESENTATIONS
"Topics in Compensation and Benefits – 2015 Reporting Requirements" AAIM Roundtable Presentation (2015)
"ESOPs in Ownership Succession Planning" National Business Institute Business Ownership Succession Planning Seminar (June 2015)
"Real World Issues for Mature ESOPs" ESOP Association Heart of America Chapter Spring Seminar (April 2015)
"Designing an ESOP to Fit Your Culture" NCEO's Employee Ownership Conference (April 2015)
"Corporate Governance Transitions" ESOP Association Heart of America Chapter Fall Seminar (September 2014)
"Timing of 401(k) Plan Amendments" 401(k) Advisor (August 2014)
"The Affordable Care Act and Immigration Policy, Law and Regulations: Addressing Rapid Changes in Government Regulation" International Franchise Association 47th Annual Legal Symposium (May 2014)
"Current ESOP Trends" ESOP Association Heart of America Chapter Spring Seminar (April 2014)
Publications & Presentations
PUBLICATIONS
"Department of Labor Recovers $22.5M for ESOP” PlanSponsor (2023)
“Distributing Assets When an Unrelated Employer Leaves a Multiple Employer 401(k) Plan” 401(k) Advisor (February 2022)
"Multiemployer Pension Plan Withdrawal Liability" Employee Relations Law Journal (Winter 2016)
"Employee Stock Ownership Plans in Succession Planning" Employee Benefit Plan Review (September 2016)
"Taking the Plunge: ERISA § 3(38) Investment Managers for 401(k) Plans" 401(k) Advisor (August 2015)
"Back to Basics: Identifying and Fulfilling Fiduciary Duties" 401(k) Advisor (June 2015)
"A Rebate … Great! Now What?" 401(k) Advisor (April 2015)
"Minimum Participation Standards, Part II" 401(k) Advisor (January 2014)
PRESENTATIONS
"Topics in Compensation and Benefits – 2015 Reporting Requirements" AAIM Roundtable Presentation (2015)
"ESOPs in Ownership Succession Planning" National Business Institute Business Ownership Succession Planning Seminar (June 2015)
"Real World Issues for Mature ESOPs" ESOP Association Heart of America Chapter Spring Seminar (April 2015)
"Designing an ESOP to Fit Your Culture" NCEO's Employee Ownership Conference (April 2015)
"Corporate Governance Transitions" ESOP Association Heart of America Chapter Fall Seminar (September 2014)
"Timing of 401(k) Plan Amendments" 401(k) Advisor (August 2014)
"The Affordable Care Act and Immigration Policy, Law and Regulations: Addressing Rapid Changes in Government Regulation" International Franchise Association 47th Annual Legal Symposium (May 2014)
"Current ESOP Trends" ESOP Association Heart of America Chapter Spring Seminar (April 2014)