ERISA, Employment, and Securities Law Expertise

Invited Presentations, Testimony, and Working Groups

Co-Chaired 2010 meeting of the European Network of Research on Supplementary Pensions. Topic: Imagining the Ideal Pension System:  A Cross-Country Comparison of Goals and Approaches. Washington D.C. September 10, 2010.  (with John Turner).

“The Ideal U.S. Pension System.”   Presented at the 2010 meeting of the European Network of Research on Supplementary Pensions. Washington D.C. September 10, 2010 (with John Turner).

Led Summer Editorial and Editing Meeting of the Senior Editors, Employee Benefits Law Treatise, Aug. 7-10, 2009.

Executive Roundtable on the Future of Retirement, sponsored by Society for Human Resource Management, Washington D.C., July 24, 2009.

Pension Benefit Guaranty Corporation, Conversations on Coverage, Meetings January and June 2009.

“The Effect of the Financial Crisis on U.S. Pensions – A Perspective on Financial Services Regulatory Reform” 

            Presented at:  Monash University Law School, May 12, 2009

                                    University of Sydney Law School, May 25, 2009

                                    University of Western Sydney Law School, June 3, 2009

“Fiduciary Constraints:   Correlating Obligation with Liability” The Duties of a Modern Corporate Executive, Department of Business Law & Taxation, Monash University, April 1, 2009 (written with Cindy A. Schipani).

Led Winter Editorial Meeting of the Senior Editors, Employee Benefits Law Treatise, Feb. 20, 2009.

Led Summer Editorial and Editing Meeting of the Senior Editors, Employee Benefits Law Treatise, Aug. 8-11, 2008.

Led Winter Editorial Meeting of the Senior Editors, Employee Benefits Law Treatise, Feb. 28, 2008.

“Fiduciary Constraints:   Correlating Obligation with Liability” The Duties of a Modern Corporate Executive, Wake Forest Law School, March 30, 2007 (with Cindy A. Schipani).

“The Use of Efficient Market Hypothesis:  Beyond SOX,” The Louis & Myrtle Moskowitz Conference on The Impact of Sarbanes-Oxley on Doing Business, The University of Michigan Law School, November 10, 2006 (with Cindy A. Schipani).

“What is Next in Equity Compensation?” Webinar, June 27, 2006.

Testified before the Department of Labor’s Advisory Council on Employee Benefits regarding the selection of annuity providers in defined benefit plans and conflicts of interest of fiduciaries making benefit eligibility determinations.  September 22, 2005.

“The Current State of ERISA Remedies” Presented to the national meeting of the American Bar Association, Aug. 9, 2004.

“Counting the Cash:  Disclosure and Cash Balance Plans?” Symposium on Employee Benefits Law, John Marshall Law School, April 2, 2004.

“Longevity and Retirement Age in Defined Benefit Pension Plans.”  Presented with J. Turner at the Roundtable Workshop sponsored by the Alfred P. Sloan Foundation on Work Options for Mature Americans, University of Notre Dame, Dec. 8, 2003.   Also presented by J. Turner at European Network for Research on Supplementary Pensions at the London School of Economics, Sept. 2003 and the Bureau of Labor Statistics, Oct. 2003.

“Fiduciary Follies in Employee Benefit Plans.”  Presented at the John Marshall Law School, LLM Program, Oct. 29, 2003.

“A Year of Change:  Employer Stock, Health Care Decision Making, and Defined Benefit Plan Funding.”  Presented at the annual meeting of the American Corporate Counsel Association, Oct. 10, 2003.

Curing the Post-Enron Pension Migraine.” Presented to the quarterly meeting of the Michigan Employee Benefits Council, Sept. 18, 2003.

“Protecting Your Company & Yourself in Today’s Employment Law Climate.”  Presented at LeadersConnect, Sept. 2, 2003.

“Reform of Qualified Retirement Plans.”  Presented at the Public Policy for Retirement Security in the 21st Century Symposium sponsored by the Ohio State Law Journal, Michael E. Moritz College of Law and the Center for Law, Policy, and Social Science at The Ohio State University, April 11, 2003.

“Post-Great-West Developments in ERISA Remedial Law.” Presented at the Midwinter Meeting of the ABA’s Employee Benefits Committee, February 13, 2003.

“Groundings of Voice in Employee Rights.”  Presented at the Corporate Governance and Sustainable Peace Conference sponsored by The William Davidson Institute, Aspen ISIB and Dr. Erika O. Parker, November 23, 2003.

“ERISA Remedies in the Wake of Great-West v. Knudson.”  Presented at the National Legal Symposium, Loyola School of Law, Institute for Health Law, April 20, 2002.

"Contingent Workers."  Presented at the Eleventh Annual National Institute on ERISA Litigation, November 9, 2001 (with Peter O. Shinevar).

"Contingent Workforce."  Presented at the Fifteenth Annual National Institute on ERISA Basics, May 2-4, 2001.

"ERISA Remedies and Removal."  Presented at the Fifteenth Annual National Institute on ERISA Basics, May 2-4, 2001 (with David M. Cook).

"Future of Pensions:  Fiduciary Issues."  Presented at the 2001 meeting of the Association of American Law Schools, January 5, 2001.

“From YUPPIES to GUPPIES:  Unfunded Mandates and Benefit Plan Regulation.” Presented at Hurst Seminar, Sponsored by the University of Florida Business School, February 19, 1999.

“The Politics of Pensions.”  Presented at the Annual Education Conference of the Southern Employee Benefits Conference, November 6, 1998.

“Is ERISA an Appropriate Vehicle for Incremental Health Care Reform?”  Presented at University of Iowa Law School, December 5, 1997; University of Minnesota Law School, December 8, 1997; Ohio State University College of Law, December 11, 1997; Vanderbilt University Law School, December 18, 1997.

“Is ERISA an Appropriate Vehicle for Incremental Health Care Reform?” Invited keynote address to the University of Michigan Health Policy FORUM, November 21, 1997.

"Federal Protection of Benefit Plan Assets in Cases of Participant Wrongdoing."  Invited presentation as the Anne M. Ballantyne Lecture sponsored by the Legal Environment of Business Group at the Graduate School of Business, University of Texas at Austin, March 4, 1996.

"Federal Regulation of Employee Benefit Programs."   Invited presentation to M.B.A. and Doctoral students majoring in Human Resources, and Human Resources and Business Law faculty members, Indiana University Business School, April 4, 1995.

"Employment Law in the 1990s:  Managing a Diverse Workplace." Invited Participant, Panel Discussion at Employment Law Workshop, University of Michigan Business School, March 10, 1995.