April, 2009 - National Webinar
Plan Sponsor: Briefings Media Group
Topics: COBRA Subsidy under the Stimulus Pakcage
April, 2009 - National Webinar
Program Sponsor: Employee Benefit News
Topics: COBRA Subsidy under the Stimulus Package
March, 2009 - California
Program Sponsor: ALI-ABA
Topics: Legislative Changes under the American Recovery and Reinvestment Act and Cafeteria Plan Issues
February, 2009 - New Jersey - Webinar
Program Sponsor: Employers Association of New Jersey
Topics: American Recovery and Reinvestment Act ("ARRA") - COBRA, Children's Health Insurance Plan ("CHIP"), and HIPAA Changes.
May, 2008 - New Jersey
Program Sponsor: Employers Association of New Jersey
Topics: American Recovery and Reinvestment Act ("ARRA") - COBRA, Children's Health Insurance Plan ("CHIP"), and HIPAA Changes.
May, 2008 - Washington, D.C.
Program Sponsor: Real Property Probate and Trust Law Section of the American Bar Association.
Topics: Qualified and Nonqualified Plan Compliance Issues.
April, 2008 - New Jersey
Program Sponsor: New Jersey State Bar Association
Topics: Hot Tips in Employee Benefits and Executive Compensation Issues.
March, 2008 - National - Podcast.
Program Sponsor: Employee Benefit News.
Topics: Impact of LaRue v. DeWolff, Boberg & Associates, Inc. on Employers, Plan Sponsors and Service Providers.
February, 2008 - New Jersey.
Program Sponsor: New Jersey Chapter of Workers in Employee Benefits.
Topics: Section 409A Update and Proposed Regulations under Section 125.
April, 2007 - Ohio
Program Sponsor: Great Lakes Federal Tax Institute at Cleveland
Marshall College of Law
Topics: Section 409A Deferred Compensation
February, 2007 - New Jersey - Webinar
Program Sponsor: Stafford Publications
Topics: Section 401(k) Fiduciary Duties, Litigation and Expenses
January, 2007 - New Jersey
Program Sponsor: New Jersey State Bar Association
Topics: Hot Tax Tips - Section 409A Nonqualified Deferred Compensation
November, 2006 - New Jersey
Program Sponsor: Employers Association of New Jersey
Topics: Current Employee Benefit and Employment Matters
October, 2006 - New Jersey
Program Sponsor: New Jersey Chapter of Workers in Employee Benefits
Topics: The Pension Protection Act of 2006
October, 2006 - Colorado
Program Sponsor: American Bar Association, Real Property,
Probate and Trust Law Section and Tax Section
Topics: Long-Term Disability, Long-Term Care and Related Issues.
October, 2006 - Colorado
Program Sponsor: American Bar Association, Real Property Probate and Trust Law Section
Topics: Section 409A Deferred Compensation
October, 2006 - National - Webinar
Program Sponsor: Bank of America
Topics: HIPAA, Medicare, Form 5500 and Related Welfare Issues
June, 2006 - National - Audio Conference
Program Sponsor: Bureau of National Affairs
Topics: Health Savings Accounts, Health Reimbursement Accounts and Healthcare Alternatives
May, 2006 - New Jersey
Program Sponsor: Employment and Labor Lawcast, Vox Juris, Inc. - Interview
Topics: Section 409A Issues for Human Resource Professionals
May, 2006 - North Carolina
Program Sponsor: Franklinton, North Carolina Human Resources Forum
Topics: Current Employee Benefit Issues, including Section 401(k), Welfare Benefits and Section 409A.
February, 2006 - California
Program Sponsor: American Bar Association,Tax Section
Topics: Participated in the Welfare Subcommittee meetings to discuss general welfare employee benefit matters.
January, 2006 - New Jersey
Program Sponsor: New Jersey Chapter of WEB
Topics: Section 409A.
January, 2006 - California
Program Sponsor: American Bar Association,Tax Section
Topics: Participated in the Welfare Subcommittee meetings to discuss general welfare employee benefit matters.
November, 2005 - National - Webinar
Program Sponsor: Employee Benefit News
Topics: Participated in a webinar to review the application of Section 409A to employers.
September, 2005 - New Jersey
Program Sponsor: Employer Association of New Jersey.
Topics: Medicare Part D rules, Section 409A, the HIPAA Privacy and Security Rules, domestic partner taxation, and other current employee benefit matters.
September, 2005 - California
Program Sponsor: American Bar Association,Tax Section
Topics: Participated in the Welfare Subcommittee meetings to discuss general welfare employee benefit matters.
June, 2005 - Washington, DC
Program Sponsor: Volunteers of America
Topics: Health Reimbursement Arrangements ("HRAs"), Health Savings Accounts ("HSAs"), Medical Flexible Spending Accounts
("FSA"), and Medical Expense Reimbursement Plans ("MERPs").
May, 2005 - Washington, DC
Program Sponsor: American Bar Association,Tax Section
Topics: Participated in a panel discussion to discuss HSAs and compliance with the HIPAA Security Rules.
April, 2005 - New Jersey
Program Sponsor: New Jersey Bankers Association
Topics: Participated in the 2005 Compliance University to address compliance issues regarding qualified retirement plans, the Delinquent Filer Voluntary Compliance ("DFVC") Program, the Employee Plans Compliance Resolution System ("EPCRS") Program, the DOL Voluntary Fiduciary Compliance ("VFC") Program, basic tax and ERISA employee benefit and compliance matters, including issues to address in mergers and acquisitions.
March, 2004 - New Jersey
Program Sponsor: Employers Association of New Jersey
Topics: HIPAA Privacy program.
December, 2003 - New Jersey
Program Sponsor: Lorman Education Services
Topics: HIPAA compliance program.
September, 2003 - New Jersey
Program Sponsor: New Jersey Employers Association
Topics: HIPAA Privacy Program, reviewing the HIPAA Privacy Rules, in addition to ADA, FMLA, Workers Compensation and
Selected Speeches and other rules.
Presentations (Cont.)
February, 2003 - New Jersey
Program Sponsor: New Jersey League of Community Bankers
Topics: HIPAA compliance program.
May, 2002 - New Jersey
Program Sponsor: New Jersey Bankers Association
Topics: Employee benefit issues, reviewing the need to amend the new state qualified retirement plans for GUST and EGTRRA, the DFVC Program, the Voluntary Fiduciary Compliance Program, the EPCRS Program, Section 404(c) of ERISA, employer stock issues,
nonqualified deferred compensation and related issues.
January, 2000 - Colorado
Program Sponsor: Law Education Institute, Inc., National CLE Conference
Topics: Qualified and nonqualified plans, welfare and other
mergers and acquisition issues.
February, 1999 - Pennsylvania
Program Sponsor: Philadelphia Insurance Brokers
Topics: Current employee benefit issues for Philadelphia Insurance Brokers, which was accredited by the Pennsylvania Insurance Department of Continuing Education.
September, 1998 - New Jersey
Program Sponsor: New Jersey Chapter of CEBS
Topics: Legislative update regarding benefit matters and government initiatives.
September, 1997 - New Jersey
Program Sponsor: Employers Association of New Jersey
Topics: HIPAA and current employee benefit issues.
May, 1997 - New Jersey
Program Sponsor: Rutgers Center for Management Development
Topics: Responding to new risks in employee benefit and employer liabilities.
April, 1997 - New Jersey
Program Sponsor: Central New Jersey Chapter of the International Society of Certified Employee Benefit Specialist
Topics: Current legal issues for health and welfare benefit programs.
January, 1997 - Pennsylvania
Program Sponsor: Philadelphia Law Firm Administrators Conference
Topics: Current employee benefit and employment related issues.
December, 1996 - New Jersey
Program Sponsor: Mercer County Society of CPAs
Topics: Addressed current employee benefit issues, including pension simplification, qualified retirement plans, IRS compliance programs, nonqualified deferred compensation, health care benefits.
October, 1996 - New Jersey
Program Sponsor: Hunterdon/Warren County Society of CPAs.
Topics: Current qualified and nonqualified plan issues.
September, 1996 - New Jersey
Program Sponsor: New Jersey Chapter of CEBS
Topics: Current qualified retirement plan issues.
March, 1996 - Maryland
Program Sponsor: Bank of Hanover Trust Company
Topics: Current employee benefit and employment related issues.
September, 1995 - Tennessee
Program Sponsor:Employee Benefit News, National Expo
Topics: Pension plan litigation.
June, 1995 - New Jersey
Program Sponsor: Rutgers Center for Management Development
Topics: Overview of Section 125 rules.
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