Honors & Affiliations
- New York State Bar Association
Representative Matters
- Resolved a complex IRS audit of the 401(k) retirement plan of a financial services firm in a manner that avoided costly corrective action
- Guided a large higher education institution through the correction of significant retirement plan operational issues through the IRS’ Voluntary Correction Program
- Advised a road construction organization regarding the consolidation of their retirement plan programs in a manner that satisfied its prevailing wage obligations
- Assisted a robotics company with the fiduciary and administrative issues associated with the termination of an employee stock ownership plan
Representative Presentations
- Now What? With Trump in, is the ACA out?, HR.com December 14, 2016
- Living with the Affordable Care Act - Traps for the Unwary & Preparing for the Employer Mandate Reporting Rules, MACNY HR Breakfast Briefing, September 15, 2015
- The Most Common Mistakes Employers Make in Retirement Plans (and how to fix them, Adirondack Financial Services Corp., April 8, 2014
- The DOMA Decision Seminar: What it Means for Employee Benefits, Adirondack Financial Services Corp., July 30, 2013
- Employer Compliance with the Affordable Care Act -- Are You Ready?, CNY SHRM Seminar, January 17, 2013
Representative Clients
- Andritz, Inc
- Crouse Hospital
- Legrand North America
- New York Air Brake Corporation
- New York Power Authority
- Ohio Wesleyan University
- Rochester Institute of Technology
- SRC, Inc.
- St. Elizabeth Medical Center
- Upstate Medical University
Articles
- Year-End Amendment Deadline for Code Section 457(b) Plans of Non-Governmental Tax-Exempt Employers
December 9, 2022 - Retirement Plan Amendment Deadlines
November 24, 2021 - Year-End Appropriations and COVID-19 Act Includes Employee Benefit Changes
January 11, 2021 - IRS Relaxes Rules for Witnessing Certain Retirement Plan Elections, and a Reminder Regarding the Patient-Centered Outcomes Research Institute Fee
June 19, 2020 - U.S. Department of Labor Issues Guidance on Employee Benefits and COVID-19 Outbreak
May 6, 2020 - IRS Announces Extension of Pre-Approved 403(b) and Defined Benefit Plan Restatement Deadlines
March 30, 2020
Events and Webinars
- The Year-End Appropriations and COVID-19 Act – Provisions Impacting Employee Benefits - Complimentary Webinar
January 27, 2021 - New COBRA, Cafeteria Plan and Plan Administration Guidance Issued by the DOL and IRS: What Employers Need to Know - Complimentary Webinar
June 1, 2020 - 2018 Year In Review: Labor & Employment Law - Complimentary Webinar
January 9, 2019 - Charting a New Course: Benefits and Employment Law in 2017
May 15, 2017 - Health Care Reform Conference (12/2/10)
December 1, 2010
Videos
- Retirement Plan Managers: Take Note of These Plan Amendment Deadlines
March 16, 2022 - How COVID-19 Act Impacts Employee Benefits
January 13, 2021 - Reopening New York — Reviewing Your Company’s Retirement Plans
October 21, 2020
Webinar Recordings
- The Year-End Appropriations and COVID-19 Act – Provisions Impacting Employee Benefits - Complimentary Webinar
January 27, 2021 - New COBRA, Cafeteria Plan and Plan Administration Guidance Issued by the DOL and IRS: What Employers Need to Know - Complimentary Webinar
June 1, 2020 - 2018 Year In Review: Labor & Employment Law - Complimentary Webinar
January 9, 2019
