Harold J. Ashner

• Super Lawyer – 2008 to Present
• The Best Lawyers in America^© – 2016 to Present
• Martindale-Hubbell – Peer Review Rating of AV^® preeminent™ 5
• Senior Fellow of the Council for Excellence in Government – 2002
• Fellow of American College of Employee Benefits Counsel – 2001 to Present
• Member of Board of Governors of American College of Employee Benefits Counsel – 2008 to 2014

• State University of New York at Albany
  • B.A.
• State University of New York at Buffalo Law School
  • J.D.

Surprise—You Just Missed a PBGC Reportable Events Deadline! – Wolters Kluwer Journal of Pension & Benefits, Vol. 31, No. 4, Summer 2024

12 Attorneys from The Wagner Law Group to be Recognized in 2025 Edition of The Best Lawyers in America^© – EIN Presswire, August 15, 2024 (PDF)

Defined Benefits Plans: Underfunded Plans – Contributing author, Bloomberg Law Guide to Retirement Plan Designs, March 2023

Evaluating ARPA’s Impact, 1 Year Later – PLANSPONSOR, September 1, 2022 (PDF)

Nine Attorneys from  Wagner Law Group to be Recognized in 2023 Edition of The Best Lawyers in America^©  – EIN Newswire, August 18, 2022

Surviving a DOL Cybersecurity Audit—A Cybersecurity Preparedness Checklist for Plan Fiduciaries, published in Bloomberg Tax – Tax Management Compensation Planning Journal™, January 7, 2022 (co-author)

PBGC’s Claimed Global Reach: A Practical Guide for Navigating Through the Uncertainty, Journal of Pension Benefits, published by Wolters Kluwer, Summer 2021, Vol. 28, Issue 4, Summer 2021 (co-author)

Single-Employer Pension Plan Funding Relief: An Explanation for Non-Actuaries, Professional Perspective Article published by Bloomberg Law, March 22, 2021 (co-author)

Employee Benefits Law, Fourth Edition, 2019 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association; published by The Bureau of National Affairs, Inc., published by The Bureau of National Affairs, 2019 (contributing author)

Employee Benefits Law, Fourth Edition, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association, published by The Bureau of National Affairs, Inc., 2018 (contributing author)

ERISA Fiduciary Answer Book, Eighth Edition, published by Wolters Kluwer, November 2018 (contributing author)

Mediation of PBGC Disputes: A New and Welcome Option, Pension & Benefits Daily, published by The Bureau of National Affairs, November 27, 2017 (co-author)

Employee Benefits Law, Third Edition, 2017 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association; published by The Bureau of National Affairs, Inc., published by The Bureau of National Affairs, 2017 (contributing author)

ERISA Fiduciary Answer Book, Seventh Edition, 2017 Supplement, published by Wolters Kluwer, September 2017 (contributing author)

Employee Benefits Law, Third Edition, 2016 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association; published by The Bureau of National Affairs, Inc., published by The Bureau of National Affairs, 2016 (contributing author)

PBGC Expands Scope of Early Warning Program, Pension & Benefits Daily, published by The Bureau of National Affairs, January 10, 2017 (co-author)

ERISA Fiduciary Answer Book, Seventh Edition, 2016 Supplement, published by Wolters Kluwer, September 2016 (contributing author)

Employee Benefits Law, Third Edition, 2015 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association; published by The Bureau of National Affairs, 2015 (chapter editor)

ERISA Fiduciary Answer Book, Seventh Edition, published by Wolters Kluwer, September 2015 (contributing author)

Section 4062(e) Liability Reformed: A Summary and Analysis of the New Law, Pension & Benefits Daily, published by The Bureau of National Affairs, February 27, 2015 (co-author)

ERISA Fiduciary Answer Book, Sixth Edition, 2014 Supplement, published by Wolters Kluwer, September 2014 (contributing author)

Employee Benefits Law, Third Edition, 2014 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association; published by The Bureau of National Affairs, Inc., published by The Bureau of National Affairs, 2014 (chapter editor)

Section 4062(e) Liability In Transition: Planning For An Uncertain Future, Pension & Benefits Daily, published by The Bureau of National Affairs, August 27, 2014 (co-author)

ERISA Fiduciary Answer Book, Sixth Edition, 2013 Supplement, published by Wolters Kluwer, September 2013 (contributing author)

Employee Benefits Law, Third Edition, Fall 2013 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association; published by The Bureau of National Affairs, Inc., 2013 (contributing author)

PBGC Announces 4062(e) Enforcement Pilot Program: Who Will Qualify for Relief?, Pension & Benefits Reporter, published by The Bureau of National Affairs, November 13, 2012 (co-author)

Employee Benefits Law, Third Edition, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association, published by The Bureau of National Affairs, Inc., 2012 (contributing author)

PBGC Extends Interim Reporting Relief to 2012 Plan Years, ASPPA asap, published by American Society of Pension Professionals and Actuaries, January 10, 2012

Employee Benefits Law, Second Edition, 2011 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association, published by The Bureau of National Affairs, Inc., December 2011 (contributing author)

ERISA Fiduciary Answer Book, Sixth Edition, 2011 Supplement, published by Wolters Kluwer, September 2011 (contributing author)

PBGC Provides Limited Relief Regarding Premium Penalties/Premium Elections, ASPPA asap, published by American Society of Pension Professionals and Actuaries, September 23, 2011

Employee Benefits Law, Second Edition, 2010 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association, published by The Bureau of National Affairs, Inc., December 2010 (contributing author)

Stealth Liability Lurks for Employers with Ongoing Pension Plans Who Downsize or Sell Businesses, Pension & Benefits Reporter, published by The Bureau of National Affairs, September 14, 2010

ERISA Fiduciary Answer Book, Sixth Edition, published by Wolters Kluwer, September 2010 (contributing author)

A Non-Bankruptcy Solution for Resolving Unaffordable Pension Liabilities, Legal Alert, Employee Benefit News, published by SourceMedia, Inc., March 5, 2010 (co-author)

Start Preparing for Increased Reporting to PBGC, Legal Alert, Employee Benefit News, published by SourceMedia, Inc., January 8, 2010 (co-author)

Employee Benefits Law, Second Edition, 2009 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association, published by The Bureau of National Affairs, Inc., December 2009 (rewrite author and chapter editor)

ERISA Fiduciary Answer Book, Fifth Edition, 2010 Supplement, published by Aspen Publishers, September 2009 (contributing author)

When Pension Regulators Intervene in Your Corporate Transaction: United States Perspective, Journal of Pension Benefits, published by Aspen Publishers, Inc., Autumn 2009

Small Plans with Missed Quarterlies: PBGC Drops Reporting Waiver, ASPPA asap, published by American Society of Pension Professionals and Actuaries, March 23, 2009

Small Plans with End-of-Year Valuation Dates: PBGC Premium Deadline Looms, ASPPA asap, published by American Society of Pension Professionals and Actuaries, March 23, 2009

Planning a Standard Termination—A Checklist for Practitioners, Journal of Pension Benefits, published by Aspen Publishers, Inc., Winter 2009

PBGC Issues PPA Guidance on Applying Minimum Lump Sum Changes in Standard Terminations, ASPPA asap, published by American Society of Pension Professionals and Actuaries, January 13, 2009

Employee Benefits Law, Second Edition, 2008 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association, published by The Bureau of National Affairs, Inc., November 2008 (contributing author)

ERISA Fiduciary Answer Book, Fifth Edition, 2009 Supplement, published by Aspen Publishers, September 2008 (contributing author)

Surprise—You Just Missed a PBGC Reporting Deadline!, Journal of Pension Benefits, published by Aspen Publishers, Inc., Summer 2008

Beware of PBGC “Downsizing Liability”!, Journal of Pension Benefits, published by Aspen Publishers, Inc., Spring 2008

PBGC Implements Variable-Rate Premium Changes, ASPPA asap, published by American Society of Pension Professionals and Actuaries, April 21, 2008

Analysis of PBGC’s Final Rule Implementing Variable-Rate Premium Changes, Pension & Benefits Reporter, published by The Bureau of National Affairs, April 8, 2008

PBGC Implements Flat-Rate Premium Increase, Termination Premium, and Small Employer VRP Cap, Pension & Benefits Reporter, published by The Bureau of National Affairs, January 1, 2008

PBGC Issues PPA Transitional Guidance: Minimum Lump Sums and Standard Terminations, ASPPA asap, published by American Society of Pension Professionals and Actuaries, December 27, 2007

Employee Benefits Law, Second Edition, 2007 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association, published by The Bureau of National Affairs, Inc., November 2007 (contributing author)

ERISA Fiduciary Answer Book, Fifth Edition, 2008 Supplement, published by Aspen Publishers, September 2007 (contributing author)

Analysis of PBGC’s Proposed Variable-Rate Premium Changes, Pension & Benefits Reporter, published by The Bureau of National Affairs, June 26, 2007

PBGC Issues Guidance on Premium Changes, Pension & Benefits Reporter, published by The Bureau of National Affairs, March 6, 2007

Employee Benefits Law, Second Edition, 2006 Cumulative Supplement, Employee Benefits Committee, Section of Labor and Employment Law, American Bar Association; published by The Bureau of National Affairs, Inc., published by The Bureau of National Affairs, December 2006 (contributing author)

PBGC Issues Guidance on Premium Penalty Waivers: Practitioners Beware!, Pension & Benefits Reporter, published by The Bureau of National Affairs, December 12, 2006

PBGC Reportable Events: Traps for the Unwary, Journal of Pension Planning & Compliance, published by Aspen Publishers, Winter 2007

PPA Lump Sum Amendments in Standard Terminations: Watch Out!, ASPPA asap, published by American Society of Pension Professionals and Actuaries, November 15, 2006

ERISA Fiduciary Answer Book, Fifth Edition, 2007 Supplement, published by Aspen Publishers, September 2006 (contributing author)

Pension Protection Act of 2006: Law, Explanation, and Analysis, published by CCH, August 2006 (contributor)

PBGC’s Final Rule on Liability for Facility Shutdowns Affects Downsizing Employers, Pension & Benefits Reporter, published by The Bureau of National Affairs, June 23, 2006

PBGC Adopts New Liability Formula for Facility Shutdowns, ASPPA asap, published by American Society of Pension Professionals and Actuaries, June 23, 2006

PBGC Issues Final Rule Mandating E-Filing of Premium Information, Pension & Benefits Reporter, published by The Bureau of National Affairs, June 13, 2006

Counterparty Risk in Credit-Based Transactions with PBGC-Insured Defined Benefit Plans, Pension Plan Investments 2006: Confronting Today’s Issues, published by Practicing Law Institute, May 23, 2006 (co-author)

Flat-Rate PBGC Premiums Increase, ASPPA asap, published by American Society of Pension Professionals and Actuaries, February 23, 2006

Dealing with the Pension Benefit Guaranty Corporation, Tax Management Compensation Planning Journal, published by The Bureau of National Affairs, January 6, 2006

PBGC Termination Liability: Update to Mortality Assumptions Will Increase Interest Factors, ASPPA asap, published by American Society of Pension Professionals and Actuaries, December 6, 2005

PBGC Updates its “Termination Liability” Mortality Assumptions, Pension & Benefits Reporter, published by The Bureau of National Affairs, December 6, 2005

ERISA Fiduciary Answer Book, Fifth Edition, published by Aspen Publishers, October 2005 (contributing author)

PBGC—Past, Present, Future, The ASPPA Journal, published by American Society of Pension Professionals and Actuaries, September–October 2005

PBGC Regulatory Actions: Facility Shutdown Liability, Mandatory E-Filing, and Mortality Assumptions, ERISA Compliance & Enforcement Strategy Guide, published by Bureau of National Affairs, April 30, 2005

PBGC Mortality Update Would Increase Interest Factors, ASPPA asap, published by American Society of Pension Professionals and Actuaries, March 29, 2005

PBGC Proposes to Update its Mortality Assumptions, Pension & Benefits Reporter, published by The Bureau of National Affairs, March 29, 2005

PBGC Rules Target Mandatory E-Filing, ASPPA asap, published by American Society of Pension Professionals and Actuaries, March 22, 2005

PBGC Moves Toward Mandatory E-Filing With New Regulations, Pension & Benefits Reporter, published by The Bureau of National Affairs, March 15, 2005

PBGC Proposes Alternative Liability Calculation for Facility Shutdowns, Pension & Benefits Reporter, published by The Bureau of National Affairs, March 8, 2005

PBGC Proposes to Require E-Filing of Section 4010 Employer Reports, ASPPA asap, published by American Society of Pension Professionals and Actuaries, January 4, 2005

Drafting Disciplinary Charges, CD-ROM training module published by Dewey Publications, Inc., May 2004 (co-author)

Tips for Management Witnesses, The Federal Manager, published by Federal Managers Association, September 2003

Winning at the Merit Systems Protection Board: A Step-By-Step Handbook for Federal Agency Supervisors, Managers, Lawyers, and Personnel Officials, published by Dewey Publications, Inc., September 2002, 900 pp.

Discipline and Performance Cases: Winning on Appeal, PA Times, published by American Society for Public Administration, August 1998

Standard Terminations: A Practical Guide to the New Rules, Pension & Benefits Week, published by Research Institute of America Group, March 1998

Representing the Agency Before the Merit Systems Protection Board: A Handbook on MSPB Practice and Procedure, published by Dewey Publications, Inc., April 1997, 600 pp.

Standard Terminations: Dealing with Missing Participants, Pension & Benefits Week, published by Research Institute of America Group, February 1997

Discovery in MSPB Appeals, Federal Merit Systems Reporter, published by Labor Relations Press, November 1984 (co-author)

Representing the Agency Before the U.S. Merit Systems Protection Board: A Handbook on MSPB Practice and Procedure, published by U.S. Office of Personnel Management, April 1984 (co-author), 300 pp.

Merit Systems Protection Board Appeals Arbitration: A Practice Guide, Federal Merit Systems Reporter, published by Labor Relations Press, April 1983

• • A Practical Guide to Dealing with PBGC Issues, Webinar, sponsored by Conference of Consulting Actuaries, October 27, 2021
  • Post-Pandemic Benefits Issues, Teleconference/Live Audio Webcast, sponsored by ABA Joint Committee on Employee Benefits, August 19, 2021
  • Single-Employer Pension Funding Relief (Again), Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., May 7, 2021
  • Single Employer Pension Funding Relief and Legislative Initiatives, Webinar, sponsored by Conference of Consulting Actuaries, March 10, 2021
  • Non-Bankruptcy Distress Terminations: The “Business Continuation” Test, Virtual 2021 Midyear Tax Meeting, sponsored by Subcommittee on Defined Benefit Plans, Employee Benefits Committee, Section of Taxation, American Bar Association, January 29, 2021
  • M&A Transactions: Employee Benefits Traps for the Unwary, Webinar, sponsored by ABA Joint Committee on Employee Benefits and American College of Employee Benefits Counsel, October 13, 2020
  • News from the PBGC, 2020 Joint TE/GE Council Employee Plans & Exempt Organizations Annual Meeting, sponsored by Great Lakes Area TE/GE Council, Gulf Coast Area TE/GE Council, Pacific Coast Area TE/GE Council, Northeast Pension Liaison Group, and Mid-Atlantic Pension Liaison Group, Washington, D.C., February 27, 2020
  • Pension Benefit Guaranty Corporation Report, 2020 Midyear Tax Meeting, sponsored by Subcommittee on Defined Benefit Plans, Employee Benefits Committee, Section of Taxation, American Bar Association, Boca Raton, Florida, January 31, 2020
  • PBGC Update, 2020 Midyear Tax Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Boca Raton, Florida, January 31, 2020
  • Update on Title IV Single-Employer Issues, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, October 25, 2019
  • PBGC Hot Topics, 2019 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 10, 2019
  • Department of Labor, Employee Benefits Security Administration and Pension Benefit Guaranty Corporation Hot Topics, 2019 Fall Tax Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, San Francisco, CA, October 4, 2019
  • ERISA for Non-ERISA Lawyers, Webinar, sponsored by ABA Joint Committee on Employee Benefits and American College of Employee Benefits Counsel, September 24, 2019
  • Dealing with Pension Liabilities: A Practical Guide for Financially Stressed and Insolvent Employers, 17th Biennial International Pension and Employee Benefits Lawyers Conference, sponsored by International Pension & Employee Benefits Lawyers Association, Lisbon, Portugal, May 21, 2019
  • PBGC Hot Topics, 2019 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 10, 2019
  • Dealing with PBGC Issues: A Practical Guide, Great Lakes Area TE/GE Council Employee Plans & Exempt Organizations Meeting,sponsored by Great Lakes Area TE/GE Council, Chicago, Illinois, April 12, 2019
  • PBGC Blue Book and Website Questions and Answers, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 10, 2019
  • PBGC Participant and Plan Sponsor Advocate, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 9, 2019
  • Plan Termination, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 8, 2019
  • Employee Benefits Issues Arising in Mergers and Acquisitions: A Guide for Business Lawyer, ABA Business Law Section Spring Meeting, sponsored by Employee Benefits and Executive Compensation Committee, Section of Business Law, American Bar Association, Vancouver, Canada, March 28, 2019
  • Dealing with PBGC Issues: A Practical Guide, 2019 Joint TE/GE Council Employee Plans & Exempt Organizations Annual Meeting, sponsored by Great Lakes Area TE/GE Council, Gulf Coast Area TE/GE Council, Pacific Coast Area TE/GE Council, Northeast Pension Liaison Group, and Mid-Atlantic Pension Liaison Group, Washington, D.C., February 21, 2019
  • Researching PBGC Issues: The Basics and Beyond, Teleconference/Live Audio Webcast, sponsored by ABA Joint Committee on Employee Benefits, January 29, 2019
  • Update on PBGC Regulatory Guidance, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, November 9, 2018
  • Pension Benefit Guaranty Corporation Update, 2018 Fall Tax Meeting, sponsored by Subcommittee on Defined Benefit Plans, Employee Benefits Committee, Section of Taxation, American Bar Association, Atlanta, Georgia, October 5, 2018
  • Pension Benefit Guaranty Corporation Update, 2018 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 11, 2018
  • Plan Termination—Tricks and Traps, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 10, 2018
  • Meet the PBGC Participant and Plan Sponsor Advocate, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 9, 2018
  • Dealing with PBGC Issues:  A Practical Guide for M&A Practitioners, 2018 Midyear Meeting, sponsored by Mergers & Acquisitions Subcommittee, Employee Benefits Committee, Section of Taxation, American Bar Association, San Diego, California, February 9, 2018
  • PBGC Regulatory Developments, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, October 6, 2017
  • Dealing with PBGC Issues: A Practical Guide for Employers with Underfunded Plans, ERISA 2017: The Evolving World, sponsored by Practising Law Institute, New York, New York, August 1, 2017
  • Dealing with Claims Involving a Defined Benefit Pension Fund When a Financially Stressed Employer Group Seeks to Refinance or Establish a Turnaround Plan, 16^th Biennial International Pension and Employee Benefits Lawyers Conference, sponsored by International Pension & Employee Benefits Lawyers Association, Prague, Czech Republic, May 29, 2017
  • Pension Benefit Guaranty Corporation Update, 2017 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 12, 2017
  • PBGC Blue Book Questions and Answers & New Developments, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 4, 2017
  • PBGC Reportable Events, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 3, 2017
  • Dealing with PBGC Reportable Events: A Practical Guide for Employers and Their Advisors, Webinar/Teleconference, Sponsored by Strafford Publications, Inc., January 24, 2017
  • PBGC Regulatory Update, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, November 18, 2016
  • Researching PBGC Issues: The Basics and Beyond, Teleconference/Live Audio Webcast, sponsored by ABA Joint Committee on Employee Benefits, November 10, 2016
  • A Practical Guide to Dealing with PBGC Issues, Luncheon Meeting, sponsored by Dallas Bar Association, Employee Benefits/Executive Compensation Section, Dallas, Texas, November 2, 2016
  • Dealing with PBGC Issues: Pitfalls and Strategies, 2016 Conference Of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Las Vegas, Nevada, October 25, 2016
  • Blue Book and IRC Questions: Ask the Experts, 2016 Conference Of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Las Vegas, Nevada, October 23 and 24, 2016
  • Pension Benefit Guaranty Corporation Update, 2016 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 6, 2016
  • Dealing with PBGC: Downsizing Liability, Early Warning Program, and More, The Year in Employee Benefits: Insights and Strategies for Retirement Health, and Executive Compensation Plans, sponsored by ALI-CLE, San Francisco, California, April 15, 2016
  • A Guide to PBGC’s New Reportable Events Rules, The Year in Employee Benefits: Insights and Strategies for Retirement Health, and Executive Compensation Plans, sponsored by ALI-CLE, San Francisco, California, April 14, 2016
  • Reportable Events: Who, What, and When, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 12, 2016
  • PBGC Blue Book and IRC Questions, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 12, 2016
  • Recent PBGC Developments, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, January 8, 2016
  • PBGC Reportable Events Changes: Preparing for 2016, Benefits Briefing Webinar, sponsored by American Benefits Council,Washington, D.C., December 11, 2015
  • Researching PBGC Issues: The Basics and Beyond, Teleconference/Live Audio Webcast, sponsored by ABA Joint Committee on Employee Benefits, November 12, 2015
  • PBGC Update for Practitioners: Reportable Events, Downsizing Liability, Early Warning Program, and More, Luncheon Meeting, sponsored by Louisville Employee Benefits Council, Louisville, Kentucky, November 10, 2015
  • A Second Look at the Gray and Blue Books, 2015 Conference Of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Bonita Springs, Florida, October 25, 2015 Dealing with PBGC’s Early Warning Program, Benefits Briefing Webinar, sponsored by American Benefits Council, Washington, D.C., June 30, 2015
  • Pension Benefit Guaranty Corporation Update, 2015 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 8, 2015
  • ERISA § 4062(e) After 2014, The Year in Employee Benefits: Insights and Strategies for Retirement Health, and Executive Compensation Plans, sponsored by ALI-CLE, San Francisco, California, April 22, 2015
  • Standard and Distress Terminations, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 14, 2015
  • 4062(e) Rules Changes and PBGC Enforcement, Benefits Briefing Webinar, sponsored by American Benefits Council, Washington, D.C., March 18, 2015
  • Dealing With PBGC Liabilities: Early Warning Program Negotiations, Downsizing Liability Cases, and More, Employee Benefits Committee 2015 Midwinter Meeting, sponsored by Section of Labor and Employment Law, American Bar Association, San Diego, California, February 5, 2015
  • PBGC Update, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, January 16, 2015
  • Dealing With PBGC: Early Warning Program Negotiations, M&A Transactions, and More, 2014 Conference Of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Rancho Mirage, California, October 20, 2014
  • A Second Look at the Gray Book, 2014 Conference Of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Rancho Mirage, California, October 19, 2014
  • Pension Benefit Guaranty Corporation Update, 2014 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 9, 2014
  • Dealing with PBGC Downsizing Liability, Benefits Briefing Webinar, sponsored by American Benefits Council, Washington, D.C., April 24, 2014
  • Plan Terminations Considerations and Process, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 25, 2014
  • PBGC Litigation, Regulatory, and Enforcement Developments, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, November 15, 2013
  • PBGC Update, 2013 ASPPA Annual Conference, sponsored by American Society of Pension Professionals & Actuaries, Washington, DC, October 28, 2013
  • Dealing with Underfunded Plans—PBGC Issues, 2013 Conference Of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, San Antonio, Texas, October 21, 2013
  • PBGC Update, Pension, Profit-Sharing, Welfare, And Other Compensation Plans, sponsored by ALI-CLE, Washington, DC, October 9, 2013
  • Dealing with Underfunded Defined Benefit Plans, Northeast Area Benefits Conference, sponsored by American Society of Pension Professionals & Actuaries, Boston, Massachusetts, July 8, 2013, and New York, New York, July 9, 2013
  • Negotiation with PBGC, Great Lakes Benefits Conference, sponsored by American Society of Pension Professionals & Actuaries, Chicago, Illinois, June 13, 2013
  • Pension Benefit Guaranty Corporation Update, 2013 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 10, 2013
  • Non-Standard Terminations, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 9, 2013
  • Life Cycle of a Plan Termination, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 8, 2013
  • A Practical Guide to Dealing with PBGC, Employee Benefits Committee 2013 Midwinter Meeting, sponsored by Section of Labor and Employment Law, American Bar Association, Charleston, South Carolina, February 21, 2013
  • PBGC Update, Teleconference, sponsored by Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, January 11, 2013
  • Dealing with Underfunded Defined Benefit Plans, CLE Luncheon Program, sponsored by Employee Benefits Committee of Taxation Section, District of Columbia Bar, Washington, DC, November 29, 2012
  • A Practical Guide to Dealing with PBGC “Downsizing” Liability, 2012 Conference of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Boca Raton, Florida, October 24, 2012
  • Negotiating with PBGC, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, Washington, DC, October 17, 2012
  • Researching PBGC Issues: The Basics and Beyond, Teleconference/Live Audio Webcast, co-sponsored by ABA Joint Committee on Employee Benefits and American College of Employee Benefits Counsel, September 20, 2012
  • Dealing with PBGC Downsizing Liability, 2012 Joint Fall Meeting, sponsored by Subcommittee on Mergers and Acquisitions, Employee Benefits Committee, Section of Taxation, and Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, Boston, Massachusetts, September 14, 2012
  • Single-Employer Defined Benefit Plan Funding Issues, 2012 Joint Fall Meeting, sponsored by Subcommittee on Mergers and Acquisitions, Employee Benefits Committee, Section of Taxation, and Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, Boston, Massachusetts, September 14, 2012
  • Dealing with PBGC, When Worlds Collide: The Intersection of Labor, Pension, and Bankruptcy Laws, sponsored by Cornell University, ILR School, Labor and Employment Law Program, New York, New York, June 19, 2012
  • Pension Benefit Guaranty Corporation Update, 2012 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 11, 2012
  • Negotiating with PBGC, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, Chicago, Illinois, April 26, 2012
  • Protecting the Pension Promise: Pension Protection and Guarantee Systems, 2012 IPEBLA/CAA Conference, co-sponsored by International Pension & Employee Benefit Lawyers Association (IPEBLA) and Caribbean Actuarial Association (CAA), Montego Bay, Jamaica, April 24, 2012
  • Rules Governing Employee Benefits: What Is Working & What Can Be Done to Improve the System (Defined Benefit Focus)?, 2012 JCEB Government Invitational, co-sponsored by the ABA Joint Committee on Employee Benefits, the American Institute of CPAs, the American College of Employee Benefits Counsel, and the ABA Section of International Law Employment Committee, Baltimore, Maryland, March 29, 2012
  • Facility Closings and PBGC 4062(e) Liability, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 28, 2012
  • PBGC Liabilities: Corporate Exposure, Pitfalls and Strategies—Navigating the Complexities of the Early Warning Program, Downsizing Liability, and Distress and Involuntary Terminations, Webinar/Teleconference, Sponsored by Strafford Publications, Inc., October 27, 2011
  • Dealing With PBGC: A Practical Guide, 2011 Conference of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Las Vegas, Nevada, October 26, 2011
  • Dealing with PBGC in Corporate Transactions, Downsizings, and Restructurings: A Practical Guide, 2011 Joint Fall Meeting, sponsored by Subcommittee on Mergers and Acquisitions, Employee Benefits Committee, Section of Taxation, and Plan Transactions and Terminations Committee, Employee Benefit Plans and Other Compensation Arrangements Group, Section of Real Property, Probate, and Trust Law, American Bar Association, Washington, DC, October 21, 2011
  • Single-Employer Defined Benefit Plan Funding Issues, Pension, Profit-Sharing, Welfare, And Other Compensation Plans, sponsored by ALI-ABA, Washington, DC, October 13, 2011
  • PBGC Reporting, Monitoring, and Enforcement for Ongoing Defined Benefit Plans: The PBGC Isn’t Just There to Supervise Plan Terminations Anymore, Great Lakes Benefits Conference, co-sponsored by Internal Revenue Service and American Society of Pension Professionals & Actuaries, Chicago, Illinois, June 23, 2011
  • PBGC Reporting, Monitoring, and Enforcement: Dealing with Downsizing Liability and More, Employee Benefits in Mergers & Acquisitions National Institute, cosponsored by ABA Joint Committee on Employee Benefits and American College of Employee Benefits Counsel, June 9, 2011
  • Protecting Pension Benefits: Pension Guarantees in Four Jurisdictions, 13th Biennial International Pension and Employee Benefits Lawyers Conference, sponsored by International Pension & Employee Benefits Lawyers Association, Berlin, Germany, May 23, 2011
  • Pension Benefit Guaranty Corporation Update, 2011 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 6, 2011
  • Distress Terminations and the Early Warning Program, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 30, 2011
  • What Can be Done Now to Change the Current System to Keep Employers in the Game?, 2011 JCEB Government Invitational, co-sponsored by the ABA Joint Committee on Employee Benefits and the American College of Employee Benefits Counsel, Baltimore, Maryland, March 31, 2011
  • PBGC Reporting, Monitoring, and Enforcement, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, San Francisco, California, March 17, 2011
  • PBGC Single-Employer Plan Program Developments,
  • Employee Benefits Committee 2011 Midwinter Meeting, sponsored by Section of Labor and Employment Law, American Bar Association, Savannah, Georgia, February 19, 2011
  • A Practical Guide to PBGC Issues: Dealing with Downsizing Liability and More, Live Telephone Seminar, sponsored by ALI-ABA, February 1, 2011
  • PBGC Reporting, Monitoring, and Enforcement: Dealing with Downsizing Liability and More,  Teleconference/Live Audio Webcast, cosponsored by ABA Joint Committee on Employee Benefits and American College of Employee Benefits Counsel, December 9, 2010
  • Hot Developments in M&A Benefits, Including Dealing with PBGC Downsizing Liability, WEB Luncheon Meeting, sponsored by Worldwide Employee Benefits Network, New York Chapter, New York, New York, November 16, 2010
  • Reductions in Force: Dealing with PBGC “Downsizing Liability and with Partial Terminations, 2010 Conference of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Rancho Mirage, California, October 26, 2010
  • Defined Benefit Plan Terminations, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, Washington, DC, October 7, 2010
  • PBGC Reporting, Monitoring, and Enforcement, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, Washington, DC, October 7, 2010
  • Researching PBGC Issues: The Basics and Beyond, Teleconference/Live Audio Webcast, co-sponsored by ABA Joint Committee on Employee Benefits and American College of Employee Benefits Counsel, July 22, 2010
  • Pension Benefit Guarantee Funds, Pensions in a Global Environment Conference, co-sponsored by Canadian Bar Association Pension and Benefits Section/International Pension & Employee Benefit Lawyers Association (IPEBLA), Quebec, Canada, June 21, 2010
  • Dealing with PBGC: A Practical Guide, Great Lakes Benefits Conference, co-sponsored by Internal Revenue Service and American Society of Pension Professionals & Actuaries, Chicago, Illinois, June 18, 2010
  • Pension Benefit Guaranty Corporation Update, 2010 ABA Section of Taxation May Meeting, sponsored by Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 7, 2010
  • Dealing with PBGC: Reporting Changes, Early Warning Program, and Downsizing Liability, 2010 ABA Section of Taxation May Meeting, sponsored by Subcommittee on Mergers and Acquisitions, Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, DC, May 7, 2010
  • When the PBGC Steps In, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 14, 2010
  • Reductions in Force and the Pain that Goes with Them, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 13, 2010
  • Ramifications of Pension Plan Underfunding, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 13, 2010
  • PBGC Reportable Events: Transitioning to the New Rules, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 12, 2010
  • Defined Benefit Plan Termination Walk-Through, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, San Francisco, California, March 18, 2010
  • PBGC, Underfunded Plans, and Distressed Companies: A Practical Guide, Employee Benefits Committee 2010 Midwinter Meeting, sponsored by Section of Labor and Employment Law, American Bar Association, San Antonio, Texas, February 5, 2010
  • Facing Defined Benefit Plan Challenges: Issues with Poorly Funded Plans, IPEBLA Teleconference, sponsored by International Pension & Employee Benefits Lawyers, December 2, 2009
  • Blazing Saddles: Underfunded Plans and the PBGC, 2009 Conference of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Tucson, Arizona, November 3, 2009
  • Defined Benefit Plan Termination Walk-Through, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, Washington, DC, October 10, 2009
  • Pension and Retiree Benefits in the ’09 Economic Crisis, ABA Annual Meeting, sponsored by Section of Business Law, American Bar Association, Chicago, Illinois, August 3, 2009
  • When Pension Regulators Intervene in Your Corporate Deal, 12^th Biennial International Pension and Employee Benefits Lawyers Conference, sponsored by International Pension & Employee Benefits Lawyers Association, Athens, Greece, May 26, 2009
  • Practical Guide for Dealing with Employee Benefits Issues in Challenging Economic Times, 2009 Spring Symposia, sponsored by Section of Real Property, Trust and Estate Law, American Bar Association, Washington, DC, April 30, 2009
  • PBGC Premiums after PPA, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 30, 2009
  • A Practical Guide to Employee Benefits in Challenging Economic Times: PBGC Liabilities, DB Plan Funding, DC Plan Issues, Severance, and COBRA, MEBC Breakfast Meeting, sponsored by Michigan Employee Benefits Conference, Novi, Michigan, March 19, 2009
  • ERISA Title IV, Employee Benefits Committee 2009 Midwinter Meeting, sponsored by Section of Labor and Employment Law, American Bar Association, Charleston, South Carolina, February 21, 2009
  • Plan Termination—Whether, When, and How, 2008 Conference of Consulting Actuaries Annual Meeting (Post-Meeting Seminar), sponsored by Conference of Consulting Actuaries and American Academy of Actuaries, Bonita Springs, Florida, October 29–30, 2008
  • Working with the PBGC—A Practical Business Guide for Consultants, 2008 Conference of Consulting Actuaries Annual Meeting, sponsored by Conference of Consulting Actuaries, Bonita Springs, Florida, October 28, 2008
  • PBGC, Underfunded Plans, and Distressed Companies —A Practical Guide, 2008 Joint Fall Meeting, sponsored by Section of Taxation and Section of Real Property, Probate, and Trust Law, American Bar Association, San Francisco, California, September 12, 2008
  • PBGC Issues, Advanced Actuarial Conference, sponsored by American Society of Pension Professionals & Actuaries, Boston, Massachusetts, June 10, 2008
  • Issues to Watch Out for When Terminating a DB Plan, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 8, 2008
  • ERISA Title IV, Employee Benefits Committee 2008 Midwinter Meeting, sponsored by Section of Labor and Employment Law, American Bar Association, New Orleans, Louisiana, March 1, 2008
  • Researching PBGC Issues: The Basics and Beyond, Teleconference/Live Audio Webcast, co-sponsored by ABA Joint Committee on Employee Benefits and American College of Employee Benefits Counsel, January 24, 2008
  • A Practical Guide to Dealing with PBGC Issues, 2007 ASPPA Annual Conference, sponsored by American Society of Pension Professionals & Actuaries, Washington, D.C., October 21, 2007
  • Dealing with PBGC Reporting and Plan Termination Issues, Advanced Actuarial Conference, sponsored by American Society of Pension Professionals & Actuaries, Boston, Massachusetts, June 5, 2007
  • Implementing a Plan Termination: Standard, Distress, and Involuntary Terminations, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 27, 2007
  • Dealing with Pension Plans of Bankrupt Plan Sponsors, Pension Plan Investments 2006: Confronting Today’s Issues, sponsored by Practicing Law Institute, New York, New York, May 23, 2006
  • Understanding the PBGC’s Role in Corporate Transactions, 2006 May Meeting, sponsored by Mergers & Acquisitions Subcommittee, Employee Benefits Committee, Section of Taxation, American Bar Association, Washington, D.C., May 5, 2006
  • PBGC Premiums — Practical Pointers and E-Filing Demo, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 29, 2006
  • PBGC Update, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 27, 2006
  • Update on PBGC Legislative and Regulatory Activity Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, San Fransisco, California, March 24, 2006
  • The Care and Handling of Defined Benefit Plans of Financially Distressed Companies, 2006 Midyear Meeting, sponsored by Bankruptcy & Workouts Committee, Section of Taxation, American Bar Association, San Diego, California, February 3, 2006
  • The PBGC in Distress: Legislative Reform and the Effects of Recent Bankruptcies, Education Seminar, sponsored by Gerson Lehrman Group, Chicago, Illinois, November 15, 2005
  • Dealing with the PBGC, 2005 ASPPA Annual Conference, sponsored by American Society of Pension Professionals & Actuaries, Washington, D.C., November 8, 2005
  • The PBGC in Distress: Legislative Reform and the Effects of Recent Bankruptcies, Education Seminar, sponsored by Gerson Lehrman Group, Boston, Massachusetts, November 3, 2005
  • The PBGC in Distress: Legislative Reform and the Effects of Recent Bankruptcies, Education Seminar, sponsored by Gerson Lehrman Group, New York, New York, October 25, 2005
  • Update on Recent PBGC Regulatory Activity, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, sponsored by ALI-ABA, Washington, D.C., October 22, 2005
  • Is There a Pension in Your Future?, Center for Tax and Employee Benefits Alumni Meeting, sponsored by The John Marshall Law School, Chicago, Illinois, September 26, 2005
  • Dealing with the PBGC in a Changing Legal and Economic Environment, WEB Luncheon Meeting, sponsored by Worldwide Employee Benefits Network, New York Chapter, New York, New York, September 9, 2005
  • Pension Plan Funding and the PBGC, WEB Breakfast Meeting, sponsored by Worldwide Employee Benefits Network, Stamford Chapter, Stamford, Connecticut, September 9, 2005
  • Adverse Actions—Strategies and Pitfalls, SFLERP Annual Symposium, sponsored by Society of Federal Labor & Employee Relations Professionals, Arlington, Virginia, May 13, 2005
  • The Pension Benefit Guaranty Corporation: Past, Present, Future, Luncheon Meeting, sponsored by Louisville Employee Benefits Council, Louisville, Kentucky, April 12, 2005
  • PBGC Update, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., April 4, 2005
  • PBGC Update, New York Employee Benefits Group Meeting, New York, New York, December 3, 2004
  • News from the PBGC, 2004 ASPPA Annual Conference, sponsored by American Society of Pension Professionals & Actuaries, Washington, D.C., October 26, 2004
  • PBGC Premiums 101, 2004 ASPPA Annual Conference, sponsored by American Society of Pension Professionals & Actuaries, Washington, D.C., October 26, 2004
  • The Law of Adverse Action Charges, Charges for Disciplinary Actions, sponsored by Federal Employment Law Training Group, Arlington, Virginia, September 28, 2004
  • Update on PBGC Regulations and Policies, Western Pension & Benefits Conference, sponsored by ASPA, Portland, Oregon, August 3, 2004
  • Update on PBGC Regulations and Policies, ASPA Summer Conference, sponsored by American Society of Pension Actuaries, San Francisco, California, July 18, 2004
  • Winning Decisions, Power Representation: Winning at MSPB and EEOC, sponsored by Federal Training Foundation, Washington, D.C., May 20, 2004
  • Participant Notice Enforcement Initiative, 2004 Employee Benefits Committee May Meeting, sponsored by Section of Taxation, American Bar Association, Washington, D.C., May 8, 2004
  • Winning at MSPB—Before the Appeal is Filed, SFLERP Annual Symposium, sponsored by Society of Federal Labor & Employee Relations Professionals, Arlington, Virginia, May 6, 2004
  • Update on PBGC Regulations and Policies, Baltimore Actuaries Club Dinner Meeting, Baltimore, Maryland, March 31, 2004
  • PBGC Premiums 101, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 23, 2004
  • Dialogue with the PBGC, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 22, 2004
  • PBGC Update, Northeast Pension Liaison Group Meeting, Brooklyn, New York, February 27, 2004
  • State of the PBGC, New York Employee Benefits Group Meeting, New York, New York, December 12, 2003
  • News from the PBGC, 2003 ASPA Annual Conference, sponsored by American Society of Pension Actuaries, Washington, D.C., October 29, 2003
  • Winning Prep Skills Demonstrated, Winning Representation at MSPB or EEOC: How To Do It, sponsored by Federal Training Foundation, Crystal City, Virginia, September 26, 2003
  • Winning Agency Representation, Winning Representation at MSPB or EEOC: How To Do It, sponsored by Federal Training Foundation, Crystal City, Virginia, September 25, 2003
  • PBGC Update, Educational Meeting, sponsored by International Society of Certified Employee Benefits Specialists, Louisville, Kentucky, September 17, 2003
  • Current State of the PBGC, Mountain States Benefits Conference, sponsored by ASPA, Denver, CO, September 12, 2003
  • Winning at MSPB—Before the Appeal is Filed, EXCEL Federal Conference, sponsored by U.S. Equal Employment Opportunity Commission, Atlantic City, New Jersey, August 27, 2003
  • Winning at MSPB—After the Appeal is Filed, EXCEL Federal Conference, sponsored by U.S. Equal Employment Opportunity Commission, Atlantic City, New Jersey, August 27, 2003
  • PBGC Update, Western Pension & Benefits Conference, sponsored by ASPA, Monterey, California, June 23, 2003
  • The Law of Adverse Action Charges, SFLERP 30^th Anniversary Symposium, sponsored by Society of Federal Labor & Employee Relations Professionals, Arlington, Virginia, May 15, 2003
  • Title IV of ERISA: Legislative and Policy Issues, Society Guest Lecture to “ERISA: Plan Termination and withdrawal Liability” Class, LLM program, Georgetown Law School, Washington, D.C., April 17, 2003
  • The Law of Adverse Action Charges, Society of Federal Labor & Employee Relations Professionals D.C. Chapter Luncheon, April 15, 2003
  • Selecting and Drafting Winning Adverse Action Charges, Symposium on Employee and Labor Relations (SOELR), sponsored by U.S. Office of Personnel Management, March 19, 2003
  • Dialogue with the PBGC, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 17, 2003
  • Update on PBGC Regulations and Policies: Premium Guidance and Legislative Proposals, New York Employee Benefits Group Meeting, New York, New York, December 6, 2002
  • Selecting and Drafting Winning Adverse Action Charges, Presentation to Council of Counsels to the Inspectors General, Washington, D.C., October 16, 2002
  • Adverse Actions: A – Z (Selecting and Drafting Winning Adverse Action Charges), Federal Dispute Resolution Conference XVI I, sponsored by FDR Conference, Inc., Palm Desert, California, August 19, 2002
  • What’s New at PBGC, Northeast Key District Benefit Conference, jointly sponsored by IRS and ASPA, Natick, Massachusetts, June 13, 2002, and White Plains, New York, June 14, 2002
  • PBGC Audits, Northeast Key District Benefit Conference, jointly sponsored by IRS and ASPA, Natick, Massachusetts, June 13, 2002, and White Plains, New York, June 14, 2002
  • Dialogue with the PBGC, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 11, 2002
  • Update on PBGC Regulations and Policies: Disaster Relief, Premium Guidance, and Penalty Policies, New York Employee Benefits Group Meeting, New York, New York, December 7, 2001
  • Selecting and Drafting Winning Adverse Action Charges, MSPB Practitioners Forum, sponsored by Public Administration Forum, Seattle, Washington, November 7, 2001
  • News from the PBGC, 2001 ASPA Annual Conference, sponsored by American Society of Pension Actuaries, Washington, D.C., October 30, 2001
  • Update on PBGC Regulations and Guidance, Tri-State Actuarial Club Annual Meeting, sponsored by Tri-State Actuarial Club, Cincinnati, Ohio (via teleconference), September 25, 2001
  • Selecting and Drafting Winning Adverse Action Charges, MSPB Practitioners Forum, sponsored by Public Administration Forum, Reston, Virginia, September 6, 2001
  • Selecting and Drafting Winning Adverse Action Charges, Federal Dispute Resolution Conference XV I, sponsored by FDR Conference, Inc., New Orleans, Louisiana, August 13-14, 2001
  • Form 5500 and PBGC Update, Northeast Key District Benefit Conference, jointly sponsored by IRS and ASPA, Natick, Massachusetts, June 14, 2001, and White Plains, New York, June 15, 2001
  • PBGC Update, Terminal Funding Industry Roundtable, sponsored by Hartford Insurance Co., Scottsdale, Arizona, May 18, 2001
  • Dialogue with the PBGC, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 21, 2001
  • Update on PBGC Regulations and Policies: New Premium Rules, New York Employee Benefits Group Meeting, New York, New York, December 8, 2000
  • Selecting and Drafting Winning Adverse Action Charges, MSPB Practitioners Forum, sponsored by Public Administration Forum, San Diego, California, November 15, 2000
  • PBGC Update, Presentation at WEB Jacksonville Chapter Luncheon, Jacksonville, Florida, November 9, 2000
  • News from the PBGC, 2000 ASPA Annual Conference, sponsored by American Society of Pension Actuaries, Washington, D.C., October 31, 2000
  • Selecting and Drafting Winning Adverse Action Charges, MSPB Practitioners Forum, sponsored by Public Administration Forum, Reston, Virginia, September 6, 2000
  • Addressing Time and Attendance, Leave, and AWOL Problems, Attendance and Leave Issues Forum, sponsored by Public Administration Forum, Washington, D.C., May 31, 2000
  • PBGC Update, Presentation at WEB Chapter Luncheon, Georgia, May 18, 2000
  • Standard Terminations, Terminal Funding Industry Roundtable, sponsored by Hartford Insurance Co., Palm Beach, Florida, May 4, 2000
  • Dialogue with the PBGC, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 27, 2000
  • PBGC and Title IV of ERISA, Guest Lecture to “Advanced Pension Planning” class, LLM Program, Georgetown Law School, Washington, D.C., February 2000
  • Update on PBGC Regulations and Policies, New York Employee Benefits Group Meeting, New York, New York, December 10, 1999
  • News from the PBGC, 1999 ASPA Annual Conference, sponsored by American Society of Pension Actuaries, Washington, D.C., October 26, 1999
  • Plan Termination Update, 1999 ASPA Annual Conference, sponsored by American Society of Pension Actuaries, Washington, D.C., October 25, 1999
  • Update on PBGC Regulations and Policies, ABA Business Law Section Employee Benefits Committee Fly-In Meeting, Washington, D.C., October 20, 1999
  • Winning at MSPB: Effective Strategies for MSPB Representatives, MSPB Practitioners Forum, sponsored by Public Administration Forum, Arlington, Virginia, June 23, 1999
  • PBGC Update, Northeast Key District Benefit Conference, jointly sponsored by IRS and ASPA, Woodbridge, New Jersey, May 21, 1999
  • PBGC Update – Regulations, Policies, Audit & Enforcement, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 16, 1999
  • PBGC and Title IV of ERISA, Guest Lecture to “Advanced Pension Planning” class, LLM Pre LLM program, Georgetown Law School, Washington, D.C., February 4, 1999
  • Update on PBGC Regulations and Policies, New York Employee Benefits Group Meeting, New York, New York, December 4, 1998
  • Tips on Winning at MSPB, Presentation to Interagency Attorney Personnel Group, Washington, D.C., November 5, 1998
  • News from the PBGC, 1998 ASPA Annual Conference, sponsored by American Society of Pension Actuaries, Washington, D.C., October 27, 1998
  • PBGC Update and Common Questions/Problems with PBGC Filings, ABA Business Law Section Employee Benefits Committee Fly-In Meeting, Washington, D.C., October 21, 1998
  • Preparing an MSPB Case for Hearing, National Symposium on MSPB Law, Process, and Procedures, sponsored by Government Training Institute, San Francisco, California, October 16, 1998
  • Preparing an MSPB Case for Hearing, National Symposium on MSPB Law, Process, and Procedures, sponsored by Government Training Institute, Washington, D.C., September 25, 1998
  • Charge Selection and Drafting, Federal Employment Law Conference, sponsored by U.S. Equal Employment Opportunity Commission, Hot Springs, Arkansas, September 15, 1998
  • Presenting a Case to the Merit Systems Protection Board, Federal Dispute Resolution Conference XIII, sponsored by FDR Conference, Inc., Palm Beach, California, August 17, 1998
  • Charge Selection and the 7 Habits of Highly Effective Charge Drafters, MSPB Charges and Penalties, sponsored by Government Training Institute, Arlington, Virginia, May 14, 1998
  • PBGC and Title IV of ERISA, Guest Lecture to “Advanced Pension Planning” class, LLM Program, Georgetown Law School, Washington, D.C., April 9, 1998
  • Current Regulatory Developments at PBGC, Spring Meeting of Employee Benefits and Executive Compensation Committee of ABA Business Law Section, St. Louis, Missouri, April 1998
  • Overview of PBGC Termination Insurance Program, Presentation to Greater Washington Society of CPAs, Washington, D.C., March 24, 1998
  • PBGC Premiums, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 23, 1998
  • PBGC Regulations and Policies, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 22, 1998
  • PBGC’s New Standard Termination Rules, New York Employee Benefits Group Meeting, New York, New York, December 5, 1997
  • News from the PBGC, 1997 ASPA Annual Conference, sponsored by American Society of Pension Actuaries, Washington, D.C., October 31, 1997
  • PBGC Update, ABA Business Law Section Employee Benefits Committee Fly-In Meeting, Washington, D.C., October 24, 1997
  • Proposed Simplification of PBGC Termination Rules, ABA Tax Committee Meeting, Employee Benefits Committee, Subcommittee on Special Defined Benefits Issues, Washington, D.C., May 10, 1997
  • Plan Termination Problems, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 18, 1997
  • PBGC Questions and Answers, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 18, 1997
  • PBGC’s New Reportable Events Rules, New York Employee Benefits Group Meeting, New York, New York, December 6, 1996
  • PBGC Premiums, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 20, 1996
  • Implementing a Standard Termination, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 19, 1996
  • PBGC Reportable Events, Standard Termination Notices, Participant Disclosures, and PBGC Premium Reports, Reporting and Disclosure Seminar, sponsored by D.C. Chapter WEB, Washington, D.C., June 23, 1995
  • Standard Terminations—Problems and Solutions, New York Employee Benefits Group Meeting, New York, New York, December 3, 1993
  • Technically Defective Plan Terminations: PBGC and IRS Problems, Consequences, and Cures, Pension, Profit-Sharing, Welfare, and Other Compensation Plans, Annual Advanced ALI-ABA Course of Study, sponsored by ALI‑ABA, Washington, D.C., October 15, 1993
  • PBGC Premium Determinations, Enrolled Actuaries Meeting, sponsored by American Academy of Actuaries and Conference of Consulting Actuaries, Washington, D.C., March 19, 1990
  • Beyond Douglas: Selecting and Defending the Penalty, MSPB Practitioners Forum, sponsored by Public Administration Forum, Chicago, Illinois, November 13‑14, 1985
  • Beyond Douglas: Selecting and Defending the Penalty, MSPB Practitioners Forum 1985, sponsored by Public Administration Forum, Washington, D.C., October 24-25, 1985
  • MSPB Strategies and Procedures, 1985 Employee and Labor‑Relations Symposium, sponsored by Society of Federal Labor Relations Professionals, Washington, D.C., March 15, 1985
  • Harmful Error: Issues and Standards, 1984 MSPB Procedures and Precedent Conference, sponsored by Administrative Law Institute, San Francisco, California, November 20, 1984
  • MSPB Case Preparation and Presentation, Annual OPM Employee Relations Seminar, sponsored by U.S. Office of Personnel Management, Virginia Beach, Virginia, November 1984
  • Harmful Error: Issues and Standards, 1984 MSPB Procedures and Precedent Conference, sponsored by Administrative Law Institute, Chicago, Illinois, October 23, 1984
  • Representing the Agency Before MSPB, East Coast Labor and Employee Relations Conference, sponsored by Naval Civilian Personnel Command, Philadelphia, Pennsylvania, October 17, 1984
  • Agency Strategy: Appeals Before the Merit Systems Protection Board, 1984 AMC Continuing Legal Education Program, sponsored by U.S. Army Materiel Development and Readiness Command, October 1984
  • MSPB Case Preparation and Presentation, Conflict in the Federal Sector, sponsored by New York Regional Office, U.S. Office of Personnel Management, New York, New York, September 20-21, 1984
  • Harmful Error: Issues and Standards, 1984 MSPB Procedures and Precedent Conference, sponsored by Administrative Law Institute, Washington, D.C. September 12, 1984
  • Effectively Preparing and Presenting a Case Before MSPB, Dealing with Employee Problems Conference, sponsored by Veterans Administration, Reno, Nevada, August 1984
  • Management Seminar: MSPB Voluntary Expedited Appeals Procedure, sponsored by Boston Region, U.S. Office of Personnel Management, Boston, Massachusetts, June 15, 1984
  • MSPB Appeals Arbitration Procedures for Management Representatives, sponsored by Labor‑Management Training Institute, Dallas Region, U.S. Office of Personnel Management, Dallas, Texas, March 19, 1984
  • MSPB Appeals Arbitration Procedures for Management Representatives, sponsored by Labor‑Management Training Institute, Dallas Region, U.S. Office of Personnel Management, San Antonio, Texas March 20, 1984
  • MSPB Appeals Arbitration Seminar, 1983 MSPB Procedures and Precedent Conference, sponsored by Administrative Law Institute/Labor Relations Press, Dallas, Texas, November 30, 1983
  • MSPB Appeals Arbitration Seminar, 1983 MSPB Procedures and Precedent Conference, sponsored by Administrative Law Institute/Labor Relations Press, Washington, D.C. October 18, 1983
  • MSPB Case Preparation and Presentation,  Annual OPM Employee Relations Seminar, sponsored by U.S. Office of Personnel Management, Leesburg, Virginia, October 1983
  • MSPB Appeals Arbitration,  Annual OPM Employee Relations Seminar, sponsored by U.S. Office of Personnel Management, Leesburg, Virginia, October 1983
  • Management Perspectives on Appeals Arbitration, Labor Relations Symposium for Managers and Executives, sponsored by Great Lakes Region, U.S. Office of Personnel Management, Chicago, Illinois, August 30, 1983
  • Seminar on MSPB’s Accelerated Arbitration Procedures, sponsored by U.S. Office of Personnel Management, Rocky Mountain Region, Denver, Colorado, August 11, 1983
  • Adverse Actions and Performance­‑Based Actions: MSPB Trends, Labor and Employee Relations Seminar, sponsored by Naval Civilian Personnel Command, Washington, D.C. July 13, 1983
  • Employee Protections v. Management Needs: Has CSRA Struck the Proper Balance?, Risk‑Taking and Earning Rewards in the Federal Service, sponsored by U.S. Office of Personnel Management, Washington, D.C, June 1983
  • Seminar on Representing the Agency under the New MSPB Accelerated Appeals Arbitration Procedures, sponsored by Western Regional Training Center, U.S. Office of Personnel Management, Los Angeles, California, June 24, 1983
  • Seminar on Representing the Agency under the New MSPB Accelerated Appeals Arbitration Procedures, sponsored by Western Regional Training Center, U.S. Office of Personnel Management, San Francisco, California, June 22, 1983
  • Seminar on MSPB’s Accelerated Arbitration Procedures, sponsored by Northwest Region, U.S. Office of Personnel Management, Seattle, Washington, June 20, 1983
  • Case Preparation Before MSPB, Attorney Conference of Practitioners Before MSPB and EEOC, sponsored by U.S. Office of Personnel Management, September 28, 1982
  • Mitigation of Penalties by MSPB, Attorney Conference of Practitioners Before MSPB and EEOC, sponsored by U.S. Office of Personnel Management, September 29, 1982
  • Attorney Fees, Attorney Conference of Practitioners Before MSPB and EEOC, sponsored by U.S. Office of Personnel Management, September 29, 1982
  • Handicap Discrimination, Attorney Conference of Practitioners Before MSPB and EEOC, sponsored by U.S. Office of Personnel Management, September 29, 1982
  • MSPB Trends, Employee Relations Conference, sponsored by Department of Agriculture, Hyattsville, Maryland, September 1982
  • Case Preparation and Presentation Before MSPB, sponsored by Washington Regional Training Center, U.S. Office of Personnel Management, Washington, D.C., August 1982
  • Recent Significant Decisions of MSPB, Employee Relations Conference, sponsored by Department of Housing and Urban Development, Columbia, Maryland, June 1982
  • Case Preparation and Presentation Before MSPB, sponsored by Washington Regional Training Center, U.S. Office of Personnel Management, Washington, D.C., March 1982
  • Agency Disciplinary Procedures and Standards, Presentation to Council of Counsels to the Inspectors General, Washington, D.C., February 19, 1982
  • OPM’s Role in MSPB Appeals, Annual OPM Employee Relations Seminar, sponsored by U.S. Office of Personnel Management, October 21, 1981
  • Mitigation of Penalties by MSPB, Annual OPM Employee Relations Seminar, sponsored by U.S. Office of Personnel Management, October 1981
  • MSPB Case Preparation and Presentation, Annual OPM Employee Relations Seminar, sponsored by U.S. Office of Personnel Management, Beckley, West Virginia, November 18-20, 1980