Professional Activities
American Bar Association
District of Columbia Bar Association
Pennsylvania Bar Association
Temple University James E. Beasley School of Law, Adjunct Professor, courses on employee benefits policy and tax-qualified retirement plans
Recognition & Accomplishments
Chambers USA: America's Leading Lawyers for Business, labor and employment: employee benefits and compensation law, 2006-2012
The Best Lawyers in America, employee benefits (ERISA) law, 2010-2013
Named to Philadelphia Business Journal’s 2010 "40 Under 40" list, recognizing professional excellence and outstanding community involvement
Recipient, the Brennan Award, on behalf of the Philadelphia Volunteers for the Indigent Program (VIP) in recognition of time and effort working on behalf of equal justice for all people
Recipient, The Legal Intelligencer and Pennsylvania Law Weekly's 2007 "Lawyers on the Fast Track" award, given to select young Pennsylvania lawyers whose achievements have distinguished them among their peers
Publications
"For Company Owners – An Alternative Exit Strategy," 50+ Housing online magazine, April 1, 2013
Co-author, Employee Stock Ownership Plan Answer Book, Fourth Edition, Wolters Kluwer Law & Business
Co-author, Employer’s Guide to Health Care Reform, 2010-2012 editions, Wolters Kluwer Law & Business
Co-editor, ERISA—A Comprehensive Guide, Wolters Kluwer Law & Business, and co-author, two of the Guide's chapters, "Qualified Retirement Plans" and "ERISA's Fiduciary Responsibility Provisions"
Co-author, "Legislation Provides New In-Plan Roth Conversion Opportunity," SHRM.org, January 9, 2013
"HHS Changes Annual Limit Waiver Procedure for Mini-Med Plans," Employee Benefit News, June 23, 2011
Published in May and November 2007 editions of The Corporate Lawyer, a monthly publication of the Illinois State Bar Association, for his summary of the Section 409A final regulations and additional IRS guidance
Speaking Engagements
Frequent lecturer on employee benefits issues and at firm-sponsored seminars for clients as well as seminars sponsored by the Pennsylvania Bar Institute, Lorman Educational Services, and the Public Employer Labor Relations Advisory Service
Panelist, Health Care Reform Panel, Southeastern Pennsylvania Healthcare Alliance, Glen Mills, Pa., April 29, 2013
"A PHA’s Responsibility under the Patient Protection and Affordable Care Act," Housing and Development Law Institute, HDLI Spring CLE Conference, Washington, D.C., April 25, 2013
"Fiduciary Developments for 401(k) and 403(b) Plans," Florida West Coast Employee Benefits Council, FWCEBC Annual Educational Workshop, Tampa, April 23, 2013
"Power Packed Legal Platform," Philadelphia SHRM Symposium 2013, Philadelphia, March 22, 2013
"Health Care Reform Compliance," Gladwyne, Pa., February 6, 2013
Health Care Reform Panel, The Wharton School, University of Pennsylvania, October 10, 2012
"Labor and Employment Law Developments: The Year in Review," Workplace Law Today, Ballard Spahr seminar, May 9, 2012
"Health Care Check-Up 2012," Pennsylvania League of Cities and Municipalities, PELRAS Annual Training Conference, March 22, 2012
"Defined Contribution Plans: Fee Disclosure," Greater Valley Forge Human Resources Association Seminar, March 8, 2012
"Employment and Employee Benefits Law for Nonprofits," Ballard Spahr CLE program, Philadelphia, February 8, 2012
"M&A Boot Camp: Qualified Retirement Plans," PENJERDEL Employee Benefits and Compensation Association, November 10, 2011
Featured in interview, The Employee Benefit Adviser podcast, January 30, 2009, discussing possible changes to COBRA regulations stemming from the 2009 stimulus package
Guest lecturer, Fels Institute of Government at the University of Pennsylvania
Speaker, 2005 Mid-Atlantic Benefits Conference, jointly sponsored by the Internal Revenue Service and the American Society of Pension Professionals & Actuaries (ASPPA)
Panelist, "State of the Health Care Industry," Labor and Employment Relations Association (LERA) Chapter Meeting, November 10, 2009
Panelist, "ERISA for In-House and Corporate Counsel—How to Spot the Benefits Issues Before They Become Crises," Philadelphia Bar Association's Employee Benefits Committee, August 21, 2009
"Sick Over Rising Health Care Costs? Strategies for Plan Changes," Pennsylvania League of Cities and Municipalities Annual Convention, June 20, 2007
"HSAs: The Devil is in the Details," Third Annual Health Benefits Partnership Conference, May 21-24, 2007
"How Much Are You Really Paying Your 401(k)/403(b) Provider?" Church Plan Workshop, April 15-18, 2007
"Sick Over Rising Health Care Costs? Strategies for Plan Changes," Public Employer Labor Relations Advisory Service (PELRAS), March 21, 2007
"Cash Balance Litigation Current Developments," The American Society of Pension Professionals & Actuaries, November 14, 2006
"Medicare Part D," PENJERDEL Employee Benefits and Compensation Association, June 21, 2006
"Public Sector Retiree Health and Welfare Benefits—Can They Be Modified?" Wilmington Trust GASB 45 Webinar, June 13, 2006
"Executive Director Contracts,” 2006 LaSalle Nonprofit Strategies Forum, June 6, 2006
"New Requirements for Executive Compensation in Privately Held Companies," Ballard Spahr Webinar, May 18, 2006
"Facing (And Controlling?) Your Retiree Health Care Obligations!" Public Employers Labor Relations Advisory Service, March 30, 2006
"Fiduciary Issues for 2006 and Beyond," PENJERDEL Employee Benefits and Compensation Association, November 10, 2005
"Executive and Deferred Compensation—New Rules Under Section 409A," Ballard Spahr teleconference, October 25, 2005
"Due Diligence Investigations," Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania, August 12, 2005; Pittsburgh, August 30, 2005
"Forget-Me-Nots Mergers and Acquisitions," The American Society of Pension Professionals & Actuaries, May 23, 2005
"Stop the Insanity! Strategies for Controlling Health Care Costs," Public Employers Labor Relations Advisory Service, April 7, 2005
"Benefits Potpourri for Employment Lawyers," Pennsylvania Bar Institute, March 10, 2005
"Section 409A: New Rules for Executive and Deferred Compensation," Ballard Spahr webinar, February 3, 2005
Board Memberships
PENJERDEL Employee Benefits and Compensation Association (PEBA)