Articles
Our attorneys have published the following articles:
To view a list of speeches and seminars our attorneys have given click here.
Lynn A. Bowers, ARRA COBRA Subsidy-Issues Affecting Multiemployer Plans, ABA Section of Labor and Employment Law, Employee Benefits Committee, Summer 2009 Newsletter
Jeffrey S. Endick, Reporting and Disclosure Under PPA: New Challenges for Multiemployer Defined Benefit Plans, EMPLOYEE BENEFITS AND COMPENSATION DIGEST VOLUME 45, No. 11, November 2008, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS.
Sharon M. Goodman, Alternative Investments: A Roadmap for Reviewing & Negotiating Alternative Investments for ERISA Plans, Benefits and Compensation Digest, March, 2009, Volume 46, No. 3, International Foundation of Employee Benefit Plans.
Sharon M. Goodman, Contributing Author and Chapter Co-Editor of the ABA Section of Labor & Employment Laws, Employment Benefits Law, 2008, 2009, and 2010 Cumulative Supplement.
Sharon M. Goodman, Contributing Author of the ABA Section of Labor & Employment Law’s Employment Benefits Law, 2003, 2004, and 2005 Cumulative Supplement.
Sharon M. Goodman, Qualified Joint and Survivor Annuities: What Plans Need to Know, Employee Benefit Issues, The Multiemployer Perspective, 2005, Volume 47, International Foundation of Employee Benefit Plans.
Sharon M. Goodman, USERRA and Its Impact on Pension Benefit Plans, International Foundation’s EMPLOYEE BENEFITS DIGEST, Spring 2005.
Sharon M. Goodman, The New Definition of Dependent under Code Section 152—What Does It Mean for Health and Pension Plans, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Website Article, December, 2004.
Sharon. M. Goodman, USERRA: What It Means for Health and Pension Plans, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 2003, VOLUME FORTY-FIVE, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 18.
Allison A. Madan, Evaluating and Preparing for an ERISA Case, Litigating Pension Claims Under ERISA, October 1993.
Fredrick M. Marx, Hurdles Mutual Funds Must Leap to Win Employee Benefit Market, THE JOURNAL OF MUTUAL FUND SERVICES, June 1987.
Fredrick M. Marx, Fundamentals on the Formation of a High Technology Company in the United States, INTERNATIONAL BUSINESS TRANSACTION – STANDARD FORMS AND DOCUMENTS WITH SUPPORTING SOFTWARE, Kluwar, 1987 (Co-Author).
Barry S. Slevin and Sarah E. Sanchez, Employee Benefits Law, Second Edition, 2007 Cumulative Supplement, ABA SECTION OF LABOR AND EMPLOYMENT LAW, 2008, Chapter 16: Issues Unique to Jointly Administered Plans (Rewrite Editors).
Barry S. Slevin, Pension Fund Mergers, TRUSTEES HANDBOOK, A PRACTICAL GUIDE TO LABOR-MANAGEMENT EMPLOYEE BENEFIT PLANS, SIXTH EDITION, 2006, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC. Chapter 34.
Barry S. Slevin, Multiemployer Benefit Plans – Intersection of Collective Bargaining and Trustee Obligations, Legal and Ethical Issues, UFCW ATTORNEY’S CONFERENCE AND PROCEEDINGS; LAWYERS COORDINATING COMMITTEE, AFL-CIO (October 2002) http://llc.aflcio.org/library.
Barry S. Slevin, Internal Compliance Reviews, EMPLOYEE BENEFITS DIGEST VOLUME 41, No. 4, April 2004, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS.
Barry S. Slevin, Internal Compliance Reviews, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 2003, VOLUME FORTY-FIVE, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 14.
Barry S. Slevin, Trustees’ Role and Responsibilities in Class Action Lawsuits, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 2002, VOLUME FORTY-FOUR, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 29.
Barry S. Slevin, Subrogation and Other Payment Recoveries — What Are Your Fund’s Rights? EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 2002, VOLUME FORTY-¬FOUR, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 36.
Barry S. Slevin, Reacting to the Roadblocks Created by the Great West Case, INSIGHTS, THE NEWSLETTER OF THE ASSOCIATION OF BENEFIT ADMINISTRATORS, INC., Summer 2002.
Barry S. Slevin, Selecting and Monitoring Plan Professionals – A Practical Guide, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 2000, VOLUME FORTY-TWO, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 31.
Barry S. Slevin, Defined Contribution Plans: Obligations and Options, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 2000, VOLUME FORTY-TWO, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 54.
Barry S. Slevin, Recent Legal/Legislative/Regulatory Issues, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 1998, VOLUME FORTY, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 30.
Barry S. Slevin, Service Providers and Other Professional Agreements, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 1997, VOLUME THIRTY NINE, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 8.
Barry S. Slevin, Fiduciary Responsibility Under ERISA, EMPLOYEE BENEFIT ISSUES, THE MULTIEMPLOYER PERSPECTIVE, 1997, VOLUME THIRTY-NINE, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, Chapter 28.
Barry S. Slevin, Defined Contribution Plans for Multiemployer Funds, EMPLOYEE BENEFITS JOURNAL, Vol. 21, No. 2, June 1996.
Barry S. Slevin, Plan Insurance and Plan Termination, EMPLOYEE BENEFITS LAW, ABA SECTION OF LABOR AND EMPLOYMENT LAW, 1991 (co-author).
Barry S. Slevin and Jeffrey S. Endick, 1987 Employee Benefits Review, PENSION BRIEFINGS, 1988.
Barry S. Slevin and Jeffrey S. Endick, Asset Reversions Upon Plan Termination, PENSION BRIEFINGS, No. 86-3 March 1986.
Barry S. Slevin, Owner Participation in Multiemployer Plans, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS 1983 ANNUAL EDUCATIONAL CONFERENCE PROCEEDINGS; DESIGN FOR THE FUTURE, Volume 25, pages 40-46.
Barry S. Slevin, How Fiduciaries of Qualified Plans Can Avoid Liability to Themselves and the Plan, TAXATION FOR LAWYERS, January 1983 and TAXATION FOR ACCOUNTANTS, February 1983 (co-Author).
Barry S. Slevin, The Multiemployer Pension Plan Amendments Act of 1980: Explanation, Analysis, Recommendations, and Suggested Amendments to Multiemployer Plans, 362 BNA PENSION REPORTER, October 5, 1981 (Co-Author).
Speeches and Seminars
Our attorneys are often asked to speak before a variety of groups. Here is a brief description of recent presentations:
Howard BardInternational Foundation of Employee Benefit Plans, 51st Annual Employee Benefits Conference (Fiduciary Refresher)
International Foundation of Employee Benefit Plans, Washington Legislative Conference (Update on Health Care Regulatory Issues)
International Foundation of Employee Benefit Plans, 50th Annual Employee Benefits Conference, (Selecting and Monitoring Plan Professionals)
International Foundation of Employee Benefit Plans, 50th Annual Employee Benefits Conference (How to Avoid or Minimize the Risk of DOL Audits)
International Foundation of Employee Benefit Plans, Trustees and Administrators Institutes, UA/MCAA (Fiduciary Update)
International Foundation of Employee Benefit Plans, Trustees and Administrators Institutes, (USERRA Overview and COBRA Update)
International Foundation of Employee Benefit Plans, Washington Legislative Update (The Mutual Fund Scandal)
International Foundation of Employee Benefit Plans, Trustees and Administrators Institutes (The Mutual Fund Scandal and Its Impact on Plan Trustees)
International Foundation of Employee Benefit Plans, 49th Annual Employee Benefits Conference (Retiree Medical Benefits– Meeting the Challenge)
International Foundation of Employee Benefit Plans, UA/MCAA Trustees Training Program (Trends/Emerging Issues in Pension Plans)
International Foundation of Employee Benefit Plans, Washington Legislative Update (The Department of Labor’s Claims and Appeals Regulation)
International Foundation of Employee Benefit Plans, Trustees and Administrators Institutes (The New Claims and Appeals Regulation)
International Foundation of Employee Benefit Plans, 48th Annual Employee Benefits Conference (Update of Department of Labor Claims and Appeals Procedures)
International Foundation of Employee Benefit Plans, Washington Legislative Update (USERRA and Acts of War Exclusions in Insurance Policies)
Lynn Bowers
Iron Workers’ District Council of the Mid Atlantic States (Legal issues under a multiemployer excess benefit plan)
Washington, D.C. Building and Construction Trades Council (Code Section 415 and its Impact on Multiemployer Plans)
Iron Workers’ District Council of the Mid Atlantic States (Legal Compliance Reviews of ERISA Employee Benefit Plans)
Virginia State Building & Construction Trades Conference (Fiduciary Insurance Issues for Taft Hartley Funds)
Virginia State Building & Construction Trades Conference (The Legal Update: Current Issues for Fiduciaries)
Virginia State Building & Construction Trades Conference (An Overview of Fiduciary Decision making)
Jeffrey Endick
UFCW 2007 Attorneys' Conference (Form LM-30 and Form LM-10 ERISA Issues)
International Foundation of Employee Benefit Plans,
53rd Annual Conference (Collective Bargaining Issues Surrounding the Pension Protection Act; Reporting and Disclosure Requirements under the Pension Protection Act)
International Foundation of Employee Benefit Plans,
52nd Annual Conference (Written Policies and Procedures for a Well Run Fund)
International Foundation of Employee Benefit Plans,
51st Annual Conference (Practical Prohibited Transaction Issues; Pre-Tax Issues on Employee Co-Pays)
International Foundation of Employee Benefit Plans,
Trustees and Administrators Institutes (Managing your Investment Consultant)
International Foundation of Employee Benefit Plans,
Benefit Plan Professionals Institute (Hedge Fund Investments)
International Foundation of Employee Benefit Plans, 50th Annual Employee Benefits Conference (Issues in Private Equity Investing)
International Foundation of Employee Benefit Plans, 49th Annual Employee Benefits Conference (Trustees Rights and Responsibilities Regarding Collective Bargaining Agreements)
Lorman Education Services (Section 125 Cafeteria Plans)
National Association of Public Plan Attorneys (Issues Involving Private Equity Investments)
Sharon Goodman
Trustees and Administrators Institute, International Foundation of Employee Benefits Conference (Legislative/Regulatory Developments)
ABA Section of Labor & Employment Law Employee Benefits Committee Meeting, Co-Speaker (Tax Code Section 409A: Some Things You Should Know)
54th Annual Employee Benefits Conference, International Foundation of Employee Benefit Plans, Co-Speaker, (Alternative Investments Workshop: A Roadmap for Plans in Reviewing and Negotiating Alternative Investments for ERISA Plans)
AFL-CIO Lawyers Coordinating Committee Seminar, Co-Speaker, (Alternative Investments: A Roadmap for Plan Counsel in Reviewing and Negotiating Alternative Investments for ERISA Plans)
United Brotherhood of Carpenters Advanced Taft-Hartley Trustee Education Program (Health & Pension Fund Mergers)
Trustees and Administrators Institute, International Foundation of Employee Benefit Plans, Co-Speaker, (Withdrawal Liability)
Washington Legislative Update, International Foundation of Employee Benefit Plans, Co-Speaker, (Pension Protection Act of 2006: Significant Issues Affecting Defined Contribution Plans)
52nd Annual Employee Benefits Conference, (International Foundation of Employee Benefits, COBRA Update and Roundtable Discussion)
Benefit Plan Professionals Institute, International Foundation of Employee Benefits, (Fiduciary Issues Related to Alternative Investments and Alternative Investments Workshop)
ABA, Section of Labor & Employment Law, Employee Benefits Committee Meeting, Co-Speaker, (Section 404(c))
51st Annual Employee Benefits Conference, International Foundation of Employee Benefit Plans, (What Should Health Plans and Pension Plans Do When an Employee Gives Notice of Upcoming Military Service)
51st Annual Employee Benefits Conference, International Foundation of Employee Benefits, Co-Speaker, (Alternative Investments for Multiemployer Plans)
Trustees and Administrators Institute, International Foundation of Employee Benefits, (2004 Legislative/Regulatory Update and Roundtable on Applications and Administration of Compliance Procedures: QJSA/QPSA)
49th Annual Employee Benefits Conference, International Foundation of Employee Benefit Plans, (USERRA Update: What Should Health Plans and Pension Plans Do When an Employee Gives Notice of Upcoming Military Service)
Construction Industry Benefit Conference, International Foundation of Employee Benefits, (What You Need to Know About Military Leave of USERRA)
Washington Legislative Conference, International Foundation of Employee Benefits, Co-Speaker, (USERRA Compliance Update)
Tele-Web Seminar International Foundation of Employee Benefits, Co-Speaker, (Military Leave/USERRA)
National Conference of Union and Employer Benefit Funds, 2002 Annual Seminar Program, (USERRA and Update on COBRA Continuation Coverage)
AFL-CIO Lawyers Coordinating Committee Seminar, Section 401(k) Plans, Co-Speaker
ABA JCEB Government Invitational Conference (How Will Society Prepare Employees for Long-Term Security)
2006 National Training Conference for U.S. Administration on Aging, Pension Informational and Counseling Program, (Rights of Divorce & Surviving Spouses)
Pension Rights Center, 2005 Pension Rights Training Conference for U.S. Administration on Aging, Pension Informational and Counseling Program, (Multiemployer Plans)
National Pension Assistance Resource Center, 2005 National Training Conference for U.S. Administration on Aging, Pension Informational and Counseling Program, (IRS Proposed Guidance on Heinz case and USERRA Overview)
Conference for U.S. Administration on Aging Pension Counseling and Information Program, National Trainings, (Multiemployer Plans)
U.S. Administration on Aging, Pension Counseling Grant Reviewer, Invited Participant in Pilot Pension Dispute Resolution Project
2000 National Training Conference for U.S. Administration on Aging, Pension Informational and Counseling Program, (Spousal and Survivor Issues)
Pension Rights Center, 2005 Pension Rights Training Conference for U.S. Administration on Aging, Pension Informational and Counseling Program, (Survivor and Divorced Spouse issue)
International Foundation of Employee Benefit Plans Conference for Trustees and Administrators. (Legal update for 2004 - (HIPAA Security, Joint and Survivor changes, COBRA, USERRA, Medicare Prescription benefits and subrogation.)
American Alliance and Educational Conference of Employee Benefit Plans conference. (Legal issues in alternative investments)
International Foundation of Employee Benefits Plans Action’s Teleweb Program on USERRA and Employee Benefits. (Co-presented with speakers from the Department of Labor)
National Conference of Unions and Employee Benefit Funds. (COBRA, employee benefits and military service)
International Foundation of Employee Plan Benefits Conference (Employee benefits and military service)
Tom Hart
AFL-CIO Coordinating Committee Annual Meeting (Multiemployer 401(k) Plans)
Allison Madan
The American Alliance Conference, Ltd. and Education Conference of Benefit Plans, Inc.
(The Pension Funding Equity Act of 2004, The Pension Protection Act of 2006 & Other Legislative Developments)
American Alliance and Educational Conference of Employee Benefit Plans conference (Recent Developments Under ERISA)
American Bar Association Annual meeting (Obtaining Fiduciary Insurance)
National Conference of Unions and Employee Benefit Funds (Recent developments under ERISA)
D.C. Bar Association co-presented seminar (on litigating an ERISA case)
The American Alliance Conference, LTD. and Education Conference of Benefit Plans, Inc. ( The Pension Funding Equity Act of 2004, The Pension Protection Act of 2006 & Other Legislative Developments).
Fredrick Marx
Lorman Education Services (Section 125 Plans)
UFCW Region 5 Executive Officers Collective Bargaining Conference, (Multiemployer Collective Bargaining Issues)
American Alliance Conference (Recent Developments in ERISA)
International Foundation Collection Institute (Issues Related to Collection Policy Enforcement)
Case Management Society of America (NJ region) (Managed Care Reform and ERISA)
Barry Slevin
International Foundation of Employee Benefit Plans, 51st Annual Employee Benefits Conference (Managing Your Professional Team)
International Foundation of Employee Benefit Plans, 50th Annual Employee Benefits Conference (Pension Fund Mergers)
International Foundation of Employee Benefit Plans, 49th Annual Employee Benefits Conference (Internal Compliance Reviews)
American Alliance Conference (Recent Charges and Investigations of Service Providers to Employee Benefit Plans)
National Conference of Unions and Employee Benefit Funds (The Health Insurance Portability and Accountability Act of 1996)
Public Employee Retirement Administration Commission Conference (Fiduciary Liability Insurance and Fidelity Bonds – Issues for Trustees and Administrators)
International Foundation of Employee Benefit Plans, 48th Annual Employee Benefits Conference (Trustees’ Role and Responsibilities in Class Action Lawsuits)
International Foundation of Employee Benefit Plans, 48th Annual Employee Benefits Conference (Subrogation and Other Payment Recoveries – What Are Your Fund’s Rights?)
UFCW Attorney’s Conference (Multiemployer Benefit Plans – Intersection of Collective Bargaining and Trustee Obligations, Legal and Ethical Issues)
International Foundation of Employee Benefit Plans, Trustees Training Program (Evaluating, Selecting and Monitoring Plan Professionals)
International Foundation of Employee Benefit Plans, Attorneys Forum on Employee Benefits (Drafting Provider Agreements)
American Academy of Actuaries and the Conference of Consulting Actuaries, Annual Enrolled Actuaries Meeting, (Reporting Under the Labor Management Reporting and Disclosure Act of 1959; The LM-10 and LM-30 Forms and Troubled Pension Plans: IRS Developments)