Home
Home
Contact Home Firm Background Services Attorneys/Staff Research Links Current Issues/Checklists

Palmieri & Eisenberg
475 Wall Street
Princeton, New Jersey 08540

1940 Duke Street, Suite 200
Alexandria, VA 22314

Phone: 609-497-0400
Direct: 609-471-7679
fpalmieri@p-ebenefitslaw.com
Attorneys/Staff

Francis W. Palmieri, J.D., CPA, LL.M.

Lecturer/Instructor Lecturer, The Rutgers Center for Management Development (1989 - present).

Lecturer, The Philadelphia Institute for Employee Benefits Training (1989 - 1995).

Frequent national lecturer for employer and professional organizations, including the American Bar Association and the Employers Association of New Jersey.

Editorial Positions Advisory Board for Employee Benefit News, 2007 to present.

Editorial Advisor, Employee Benefit News, Weekly Legal Alert, April, 2009 to present.

Member of the Board of Editors of the Law Firm Benefits Report and the Health & Welfare Benefits Alert, 1993 to 1995.

Publications and Articles Author, Monthly "Benefits Law" column in Employee Benefit News, January, 2007 to present, and previously authorized a similar column from 1993 to 1999.

Deferred Compensation Programs Under Section 409A and the Final Regulations, Corporate Taxation, March/April, 2008.

Separation Pay Arrangements under the Final Regulations, Business Entities, January/February, 2008.

HIPAA Security Rules Frequently Overlooked, ABA Health eSource, August, 2006.

Three Part Article, Deferred Compensation Programs under Section 409A, Employee Benefit Advisor, July, August and September, 2006.

Two Part Article, Deferred Compensation Programs: Do's, Don'ts and Deadlines under Section 409A, Employee Benefit News, June and July, 2006.

Chapter on Qualified Retirement Plans, Warren Gorham Lamont, Inc., Corporate Controllers Manual, including Updates from 1990 to 2000.

New Tax Court Case Helps Define When a Plan has been Partially Terminated, Journal of Taxation of Employee Benefits, Co-Author, November/December, 1993.

Complying with the Family & Medical Leave Act; A Detailed Guide, Co-Author of Workbook, 1993.

Author of Chapters for the Employment Law Handbook, 1993.

Author, Bimonthly Compensation & Benefits Column, Corporate Taxation, January, 1992 to 1993.

Guidance on Partners Health Plans Leaves Self-Funding Questions Unanswered, Co-Author, The Journal of Taxation, January, 1992.

Coping with Post-TAMRA Section 89 and the Prop. Regs., The Journal of Taxation, June and July, 1989.

Simplified Employee Pensions: The Overlooked Retirement Plan Alternative, New Jersey Law Journal, June, 1988.

Fiduciary Responsibilities under ERISA in Corporate Takeovers, The Journal of Corporate Taxation, Summer, 1986.

Selected Speeches and Presentations 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.