Articles and Books

• “NY Times Fights Pension Withdrawal Liability In 2nd Circ.,” Law360, Jan. 3, 2019 (quoted)
• “2 New Cases Highlight Scrutiny of University Retirement Plans,” Law360, June 15, 2017 (co-author)
• “New Requirements for Independent Contractor Agreements in New York City,” Westlaw Journal – Employment, June 6, 2017
• “Private Equity Guide 2017 — USA,” The International Comparative Legal Guide to: Private Equity 2017 (Global Legal Group) (contributor)
• “Update on the New Federal Overtime Regulations and the New York Minimum Wage,” Westlaw Journal – Employment, July 6, 2016 (co-author)
• “Federal Court Finds Private Equity Funds Liable for Pension Liabilities of Portfolio Company,” Pratt's Journal of Bankruptcy Law, June 2016 (co-author)
• “New York City Commission on Human Rights Issues Enforcement Guidance on Fair Chance Act and Clarifies Credit Check Law Exemption,” Benefits Law Journal, Spring 2016 (co-author)
• “Recent Labor Department Actions Target Independent Contractor Misclassification, Overtime,” Westlaw Journal – Employment, Sept. 15, 2015 (co-author)
• “Now We Know How NYC’s Credit Check Ban Will Be Interpreted,” Law360, Sept. 4, 2015 (co-author)
• “2nd Circuit Adopts New ‘Primary Beneficiary’ Test for Determining if Unpaid Interns are Employees,” Westlaw Journal – Employment, Aug. 18, 2015 (co-author)
• “Multiemployer 401(k) Plan Nondiscrimination Testing,” Bloomberg BNA – Benefits Practice Resource Center, June 8, 2015 (co-author)
• “NYC Employers Should Check Themselves Before Employees,” Law360, May 22, 2015 (co-author)
• “New York State Eliminates Annual Wage Notice,” Westlaw Journal – Employment, March 3, 2015 (co-author)
• “ERISA Presumption of Prudence in ‘Stock Drop’ Cases Rejected,” New York Law Journal, July 23, 2014
• “The Benefit of Whose Bargain? Courts Grapple with Administrative Expense Priority for Postpetition Withdrawal Liability Claims,” Norton Journal of Bankruptcy Law and Practice, Vol. 21, No. 4 (2012) (co-author)
• “Is Moench the End of the Road for Employer ‘Stock Drop’ Claims? The ERISA ‘Stock Drop’ Framework Following the Second Circuit’s Adoption of the Moench Presumption in In re: Citigroup ERISA Litigation,” BNA Pension & Benefits Daily, Jan. 9, 2012 (co-author)
• “Tips on Complying with U.S. Department of Labor Fee Disclosure Rules,” Human Resources 2008, Summer Edition
• “The Current Protections of the Friendship Treaty Against Title VII,” International Legal Strategy: Legal Risk Management for Japan Business Executives, April 2000
• “What You Don’t Know About HIPAA and COBRA: How Recent Developments and Impending Changes Increase Your Liability Exposure and What You Can Do to Protect Your Organization,” Council on Education in Management Personnel Law Update, 1999
• “Weighing the Costs and Benefits of Employee Stock Ownership Plans,” Family Business Succession Planning, 1999
• “Health Plans: Eliminating the Limited Liability Exception,” February 1999
• “Revising the Rules for Health Plans: Proposed Changes to Claims and Appeals, Summary Plan Descriptions, and Health Plan Liability,” Recent Developments in Executive Compensation and Employee Benefit Law, January 1999
• “Post Employment Covenants Not to Compete,” Current Issues in Employment Law, December 1998
• “Age Discrimination Releases: Employer Protection or Empty Promises,” International Legal Strategy: Legal Risk Management for Japan Business Executives, October 1998
• “Prohibited Transactions Review and Update,” Employee Benefit Issues: The Multiemployer Perspective 1995 (International Foundation of Employee Benefit Plans), 1996
• “ERISA: Fear and Loathing,” The Metropolitan Corporate Counsel, July 1996
• “Technology and Employee Benefit Plans: New Legal Issues,” Employee Benefit Issues – The Multiemployer Perspective 1994 (International Foundation of Employee Benefit Plans), 1995
• “Employee Benefit Plans and Arbitration,” Employee Benefits Journal, September 1995
• “Employment Problems of Japanese Companies in the United States of America,” International Legal Strategy: Legal Risk Management for Japan Business Executives, March 1995
• “Problems with Japanese Employment Practices in the United States,” December 1994
• “Arbitrating Employment Disputes,” The Metropolitan Corporate Counsel, November 1994
• “Special Issues for Multiemployer Plans,” Employee Benefits Today: Concepts and Methods (International Foundation of Employee Benefit Plans), 1989
• “Innovation and Trends in Employee Benefits,” Employee Benefits Annual 1987: Proceedings of the Annual Employee Benefit Conference (International Foundation of Employee Benefit Plans), 1988
• “Employee Benefits: New Developments in Firm Matters,” Chadbourne & Parke, 1987
• Trustees Handbook (1987)

Schulte Publications

• "What Are the Maximum Retirement Plan Benefits and Dollar Limits for 2025?," Schulte Alert, Nov. 4, 2024
• “FTC Rule Banning Non-Competes: Pause Before Making Drastic Changes” Schulte Alert, May 3, 2024
• “US Department of Labor Issues Final Rule on Independent Contractor Classification,” Schulte Alert, March 15, 2024
• “Employment Update: New York State Governor Hochul Vetoes New York State Non-Compete Ban Bill,” Schulte Alert, Dec. 26, 2023
• “Employment Law Updates,” Schulte Alert, Sept. 12, 2023
• “The NLRB Sets Forth A New Standard for Recognition of Unions,” Schulte Alert, Sept. 7, 2023
• “US Supreme Court Affirmative Action Ruling and Potential Impact on Employers,” Schulte Alert, Aug. 24, 2023
• “New Guidance and Proposed Regulations From the EEOC,” Schulte Alert, Aug. 23, 2023
• “New York on the Brink of Banning Non-Competes,” Schulte Alert, June 21, 2023
• “Recent Employment Law Updates,” Schulte Alert, June 7, 2023
• “NLRB Restricts Non-Disparagement and Confidentiality Clauses in Severance Agreements,” Schulte Alert, March 2, 2023
• “Employment Law Updates,” Schulte Alert, Feb. 24, 2023
• “The Secure Act 2.0 — Expansion of Retirement Security and Financial Well-Being Initiatives,” Schulte Alert, Feb. 24, 2023
• “FTC Proposes Rule to Ban Non-Compete Clauses,” Schulte Alert, Jan. 10, 2023
• “End-of-Year Employment Law Developments” Schulte Alert, Dec. 22, 2022
• “Recent Employment Law Updates,” Schulte Alert, Nov. 16, 2022
• “What Are the Retirement Plan Dollar Limits for 2023,” Schulte Alert, Oct. 25, 2022
• “U.S. Department of Labor Proposes New Worker Classification Rule,” Schulte Alert, Oct. 21, 2022 
• “New York Launches Hotline for Workplace Sexual Harassment Complaints,” Schulte Alert, Aug. 22, 2022
• “New York Employment Update: Upcoming Windows to Claim Damages as a Result of Certain Sexual Offenses,” Schulte Alert, Aug. 8, 2022
• “Updated EEOC Guidance on Employer COVID-19 Testing,” Schulte Alert, July 20, 2022
• “EEOC Guidance on Artificial Intelligence in Hiring and Disability Discrimination,” Schulte Alert, July 13, 2022
• “PBGC Issues Final Rule for Special Financial Assistance Program,” Schulte Alert, July 11, 2022
• “The Department of Labor Releases Guidance on Mental Health Protections Under the Family Medical Leave Act,” Schulte Alert, July 7, 2022
• “New York City Council Votes to Delay Effective Date of New Salary Transparency Law to Nov. 1, 2022,” Schulte Alert, May 5, 2022
• “Guidance Issued on NYC Salary Disclosure Law,” Schulte Alert, April 6, 2022
• “EEOC Issues New Guidance on Caregiver Discrimination and COVID-19,” Schulte Alert, April 4, 2022
• “Current State of COVID-19 Protocols for Employers,” Schulte Alert, March 29, 2022
• “IRA Mandate for Private Sector Employers in New York State and New York City,” Schulte Alert, March 23, 2022
• “DOL Compliance Guidance on Plan Investments in Digital Assets,” Schulte Alert, March 16, 2022
• “Legislation Ending Forced Arbitration of Sexual Misconduct Claims,” Schulte Alert, Feb. 24, 2022
• “Updates on New York Employment Laws,” Schulte Alert, Feb. 18, 2022
• “New York State Lifts Indoor Mask Mandate for Most Locations,” Schulte Alert, Feb. 11, 2022
• “New Year, New Employment and Benefits Developments for Employers,” Schulte Alert, Jan. 20, 2022
• “New York City's COVID-19 Vaccine Mandate for Private Employers and Other Recent Developments,” Schulte Alert, Dec. 21, 2021
• “New Vaccination Requirements for New York City Private Schools,” Schulte Alert, Dec. 8, 2021
• “OSHA Issues COVID-19 Vaccination and Testing Emergency Temporary Standard,” Schulte Alert, Nov. 10, 2021
• “Amendment Expands New York Whistleblower Protection Law,” Schulte Alert, Nov. 8, 2021
• “What Are the Retirement Plan Dollar Limits for 2022?” Schulte Alert, Nov. 4, 2021
• “Connecticut Employers Required to Disclose Wage Ranges Under New Law,” Schulte Alert, Sept. 29, 2021
• “NY HERO Act: Update to Model Plan,” Schulte Alert, Sept. 28, 2021
• “New York State Employers Must Activate Exposure Prevention Plans Under the NY HERO Act,” Schulte Alert, Sept. 13, 2021
• “New Requirements for Employers Using Criminal Background Checks in New York City,” Schulte Alert, Aug. 6, 2021
• “Update on NY HERO Act,” Schulte Alert, July 21, 2021
• “Updated Vaccination Guidance and New York Law Developments,” Schulte Alert, June 11, 2021
• “DOL Issues First Cybersecurity Guidance for Plan Sponsors,” Schulte Alert, May 17, 2021
• “COBRA Subsidies Under the American Recovery Plan Act of 2021 — What Employers and Plan Sponsors Need to Know,” Schulte Alert, April 14, 2021
• “Amendments to New York City’s Paid Safe and Sick Leave Law,” Schulte Alert, October 13, 2020
• “DOL Confirms Private Equity Can Be Small Components of Defined Contribution Plan Investments,” Schulte Alert, June 24, 2020
• “Qualified Retirement Plan Updates: The Changing Landscape for Communication with Participants,” Schulte Alert, June 23, 2020
• “Update: Employer Considerations for Returning to the Workplace,” Schulte Alert, June 5, 2020
• “Benefit Plan Updates (COVID-19),” Schulte Alert, May 20, 2020
• “Back to the Future: Employer Considerations for Returning to the Workplace,” Schulte Alert, May 18, 2020; republished in The Hedge Fund Journal, June 2020
• “401(k) and 403(b) Plans Under the CARES Act: Implementing Special Employee Relief,” Schulte Alert, April 3, 2020
• “COVID-19 Legislation — Impact on Individuals,” Schulte Alert, March 30, 2020
• “Tax-Qualified Retirement Plans Under the CARES Act (COVID-19),” Schulte Alert, March 30, 2020
• “Employer Concerns — New York Businesses and Nonprofits Required to Have All Employees Work From Home,” Schulte Alert, March 23, 2020
• “Employer Concerns — Federal and New York Legislation Responding to COVID-19 (with Chart of Requirements),” Schulte Alert, March 19, 2020
• “Employer Concerns — COVID-19,” Schulte Alert, March 17, 2020; republished in The Hedge Fund Journal, March 2020
• “First Circuit Court of Appeals Finds Private Equity Funds Not Liable for Pension Liabilities of Portfolio Company,” Schulte Alert, Dec. 5, 2019
• “DOL Proposes Changes to Federal Overtime Laws,” Schulte Alert, April 24, 2019 (co-author)
• “New York Paid Family Leave Benefits Law to Take Effect,” Schulte Alert, Dec. 1, 2017 (co-author)
• “University Retirement Plans Under Scrutiny for Excessive Fees,” Schulte Alert, June 6, 2017 (co-author)
• “New Requirements for Independent Contractor Agreements in New York City,” Schulte Alert, May 12, 2017 (co-author)
• “New York City to Ban Employer Inquiries and Reliance on Salary History,” Schulte Alert, April 7, 2017 (co-author)
• “SEC Whistleblower Update: New Enforcement Actions for ‘Chilling’ Language in Severance Agreements,” Schulte Alert, Dec. 22, 2016 (co-author)
• “Texas Court Blocks New Federal Overtime Rule,” Schulte Alert, Nov. 23, 2016 (co-author)
• “California Passes Legislation Limiting Enforceability of Forum Selection and Choice of Law Provisions in Employment Contracts,” Schulte Alert, Oct. 14, 2016 (co-author)
• “Update on the New Federal Overtime Regulations and the New York Minimum Wage,” Schulte Alert, May 27, 2016 (co-author)
• “Congress Passes the Defend Trade Secrets Act of 2016,” Schulte Alert, May 2, 2016 (co-author) 
• “Federal Court Finds Private Equity Funds Liable for Pension Liabilities of Portfolio Company,” Schulte Alert, April 8, 2016 (co-author)
• Schulte Pension and Health Plans: 2015 Year-End Review, February 2016 (co-author)
• Schulte Employment Law Update: 2015 Year-End Review, January 2016 (co-author)
• “New York City Commission on Human Rights Issues Enforcement Guidance on Fair Chance Act and Clarifies Credit Check Law Exemption,” Schulte Alert, Nov. 11, 2015 (co-author)
• “New York City Commission on Human Rights Issues Enforcement Guidance on Credit History Law,” Schulte Alert, Sept. 3, 2015 (co-author)
• “Recent Department of Labor Actions Seek to Limit Independent Contractor Misclassification and Raise the Salary Requirements for Overtime Exemption,” Schulte Alert, Aug. 7, 2015 (co-author)
• “Second Circuit Adopts New ‘Primary Beneficiary Test’ for Determining Whether Unpaid Interns Are Employees,” Schulte Alert, July 27, 2015 (co-author)
• “New York City to Ban Employer Pre-Offer Inquiries About Applicant Criminal Records,” Schulte Alert, July 2, 2015 (co-author)
• “NLRB’s Office of the General Counsel Addresses Employee Handbook Policies,” Schulte Alert, May 12, 2015 (co-author)
• “New York City to Restrict Employers’ Use of Credit History in Employment Decisions,” Schulte Alert, April 30, 2015 (co-author)
• Schulte Employment & Employee Benefits Developments:New Health Care Compliance Considerations for Employers in 2015, January 2015 (co-author)
• “New York State Eliminates Annual Wage Notice,” Schulte Alert, Jan. 22, 2015 (co-author)
• “Update on New York City’s Paid Sick Leave Law,” Schulte Alert, April 11, 2014 (co-author)
• “2014 Employment Law Updates for New York Employers,” Schulte Alert, Jan. 31, 2014 (co-author)
• “Accommodations for Disabilities Under the New York City Human Rights Law,” Schulte Alert, Nov. 26, 2013 (co-author)
• “Recent Employment Law Updates for New York Employers,” Schulte Alert, Oct. 24, 2013 (co-author)
• Schulte Employment & Employee Benefits Developments: Health Care Compliance Burdens Continue to Weigh on Employers, Fall 2013 (co-author)
• “ERISA Liabilities of Private Equity Funds: First Circuit Addresses Control Group Liability,” Schulte Alert, Aug. 2, 2013 (co-author)
• “Supreme Court’s DOMA Decision Sparks Changes in Employee Benefits,” Schulte Alert, July 16, 2013 (co-author)
• “New York State Minimum Wage Increases and New York City’s Paid Sick Days Requirements,” Schulte Alert, May 14, 2013 (co-author)
• “Unemployed Persons: A New Protected Class in NYC,” Schulte Alert, April 4, 2013 (co-author)
• “New Poster and Forms for US Employers,” Schulte Alert, March 19, 2013 (co-author)
• “IRS Broadens Program for Re-Classification of Independent Contractors as Employees,” Schulte Alert, Jan. 14, 2013 (co-author)
• Schulte Employment & Employee Benefits Developments: 2012 Year-End Reminders for Pension Plan Sponsors, December 2012 (co-author)
• “New Requirements for Employers’ Background Checks and Social Security Number Usage,” Schulte Alert, Dec. 3, 2012 (co-author)
• “What Do Retirement Plan Sponsors Have to Do Now that the ERISA 408(b)(2) Fee Disclosure Deadline Has Come and Gone?,” Schulte Alert, July 2012 (co-author)
• “EEOC Issues New Guidance Regarding Applicants and Employees with Criminal Records,” Schulte Alert, June 12, 2012 (co-author)
• Schulte Employment & Employee Benefits Developments: Special Healthcare Reform Issue, Winter 2012 (co-author)
• “IRS Launches New Voluntary Classification Settlement Program,” Schulte Alert, Nov. 23, 2011 (co-author)
• “FASB Enhances Disclosure Requirements for Employers Participating in Multiemployer Plans,” Schulte Alert, Nov. 10, 2011 (co-author)
• “The Second Circuit’s Adoption of the Moench Presumption of Prudence Provides ‘Accommodation’ for Employers Facing Stock Drop Suits,” Schulte Alert, Oct. 24, 2011 (co-author)
• “New Reporting Requirements for New York State Employers,” Schulte Alert, Sept. 15, 2011 (co-author)
• “Reminder: Cafeteria Plans May Need to be Amended for Health Care Reform Over-the-Counter Drug Requirements,” Schulte Alert, June 6, 2011 (co-author)
• “Supreme Court Expands Availability of Retaliation Claim to Parties ‘Connected’ to an Employee Who Complains of Discrimination,” Schulte Alert, March 4, 2011 (co-author)
• “New York’s Wage Theft Prevention Act Creates New Employer Obligations and Increases Penalties,” Schulte Alert, Feb. 23, 2011 (co-author)
• “Internal Revenue Code Section 409A: Tax Relief for Non-Compliant Separation Pay Arrangements,” Schulte Alert, Dec. 23, 2010 (co-author)
• “New York Extends Protection to Domestic Workers and Bereavement Benefits to Same-Sex Committed Partners,” Schulte Alert, November 2010 (co-author)
• “2011 Dollar Limits for Retirement Plans,” Schulte Alert, October 2010
• Schulte Employment & Employee Benefits Newsletter, Fall 2009
• “The New York City Indoor Smoke-Free Air Act of 2002,” Schulte Alert, March 2003 (co-author)
• “New York State’s Newest Protected Classification: Sexual Orientation,” Schulte Alert, January 2003 (co-author)
• “Future of New York’s New Union Neutrality Law Uncertain,” Schulte Alert, January 2003 (co-author)
• “New York City Passes ‘Living Wage’ Law,” Schulte Alert, January 2003 (co-author)
• “New York State Legislation Mandates Prescription Drug Plan Coverage of Contraception,” Schulte Alert, January 2003 (co-author)
• “New Guidance on National Origin Discrimination Addresses Difficult Issues of Language, Accent, and Dress,” Schulte Alert, January 2003 (co-author)
• “New York State Amends Anti-Discrimination Laws To Require Religious Accommodations,” Schulte Alert, January 2003 (co-author)
• “Employment Terminations: Navigating the Minefield – An Employer’s Guide to Conducting a Non-Union Reduction in Force (RIF),” Schulte Employment and Employee Benefits Issues, 2002
• “Another Protected Class in New York City? Expanding the Protection of Gender-Based Discrimination,” Schulte Alert, June 2002 (co-author)
• “Striking Down the Notice Requirement: Has the Supreme Court Helped or Harmed Employers?,” Schulte Alert, June 2002 (co-author)
• “New Law Protects Health Care Employees Who Blow the Whistle,” Schulte Alert, May 2002 (co-author)
• “Holiday Parties Can Leave Employers with Serious Headaches,” Schulte Alert, December 2000 (co-author)
• “Emerging Issues in Restrictive Covenant Law,” Schulte Alert, December 2000 (co-author)
• “Monitoring Employee E-mail and Internet Use,” Schulte Alert, December 2000 (co-author)
• “New Guidance on Obtaining Employee Medical Information: Dare You Ask?,” Schulte Alert, December 2000 (co-author)
• “Non-Union Employees’ Rights Expanded by NLRB,” Schulte Alert, December 2000 (co-author)
• “OSHA Rule on Ergonomics Is Painful for Employers,” Schulte Alert, December 2000 (co-author)
• “To Explain or Not To Explain: What To Say To An Employee Who Is Being Fired,” Schulte Alert, December 2000 (co-author)
• “IRS Relaxes Anti-Cutback Rules,” Schulte Alert, December 2000 (co-author)
• “Litigating Against HMOs After Pegram v. Herdrich,” Schulte Alert, December 2000 (co-author)
• “New Guidance on Employee Benefits Discrimination,” Schulte Alert, December 2000 (co-author)
• “New Labor Department Rules on ERISA Plan Requirements,” Schulte Alert, December 2000 (co-author)
• “Unions Gain a New Organization Weapon-Your Temporary Employees,” Schulte Alert, December 2000 (co-author)
• “Women’s Health and Cancer Rights,” Schulte Alert, December 1999 (co-author)
• “The Federal Trade Commission Opines That the Fair Credit Reporting Act Applies to Investigations of Harassment Performed by Third Parties,” Schulte Alert, May 1999 (co-author)
• “U.S. Department of Labor Sues Time Warner for Misclassifying Employees: Are You Next?,” Schulte Alert, December 1998 (co-author)
• “The Supreme Court Broadens Disability Law Protections,” Schulte Alert, July 1998 (co-author)
• “U.S. Supreme Court Expands Liability, Establishes Standards for Workplace Sexual Harassment Claims,” Schulte Alert, July 1998 (co-author)

• “Recent Withdrawal Liability Court Decisions,” Conference of Consulting Actuaries, October 2020
• “Return-to-the-Office – Employment Issues Amidst the Pandemic,” Schulte Webinar, July 2020
• “Management Company Challenges in the Current Environment,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
• “Employee Benefits: Legislative Update on Multiemployer Pension Reform,” National CLE Conference, Snowmass, Colo., January 2019
• “A Potpourri of Multiemployer Plan Issues,” National CLE Conference, Vail, Colo., January 2018
• “Recent and Upcoming Legal Developments Affecting Employers,” Schulte 26th Annual Private Investment Funds Seminar, New York, January 2017
• “PBGC vs. The Courts” and “Controlled Group Liability,” National CLE Conference, Snowmass, Colo., January 2017
• Schulte Employment & Employee Benefits Luncheon for Investment Managers, New York, June 2016
• “Withdrawal Liability Estimates: Caveat Emptor and Deference to the PBGC: What Do the Courts Really Think?,” National CLE Conference, Vail, Colo., January 2016
• Schulte Employment & Employee Benefits Luncheon for Investment Managers, New York, June 2015
• “ERISA: From No Plan Assets to Managing Plan Assets,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
• “Impact and Future Implications as a Result of the Dudenhoeffer Case,” National CLE Conference, Vail, Colo., January 2015
• “Understanding Pension Plan Liabilities,” Schulte 3rd Annual Distressed Investing Conference, New York, November 2014
• Schulte Employment & Employee Benefits Luncheon for Investment Managers, New York, May 2014
• Moderator, “Electronic Discovery” and “Empirical and Experimental Evidence of Discrimination,” 17th Annual NYU Workshop on Employment Law for Federal Judges (co-sponsored by the Federal Judicial Center and NYU’s Opperman Institute of Judicial Administration and Center for Labor and Employment Law), New York, March 2014
• “Labor, Employment and Benefits Legal Issues When Buying and Selling Companies,” PLI Webinar, March 2014
• “Sun Capital: What Happens Next,” National CLE Conference, Vail, Colo., January 2014
• “Employee Mobility Issues,” MFA General Counsel Forum, New York, December 2013
• Schulte Employment & Employee Benefits Luncheon for Investment Managers, New York, December 2013
• “Private Equity Sponsors and Organized Labor: Friends or Foes?,” Schulte 2nd Annual Distressed Investing Conference, New York, November 2013
• “Mergers of Defined Benefit Plans,” IFEBP 59th U.S. Annual Employee Benefits Conference, Las Vegas, October 2013
• Schulte Employment & Employee Benefits Luncheon for Investment Managers, New York, June 2013
• “Employment Litigation; Claims Against Employees,” NYU 16th Annual Employment Law Workshop for Federal Judges, New York, March 2013
• “Sponsors and Their Portfolio Companies in Distressed Situations,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
• "Stock Drop Litigation: I Don't Think We're Done Yet," National CLE Conference, Snowmass, Colo., January 2013
• “Mobility of Investment Management Professionals and Executives,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
• “Stock Drop Litigation: Are We Done Yet?” National CLE Conference, Snowmass, Colo., January 2012 
• “The Last Case Standing: What Every Non-ERISA Litigator Should Know About ERISA Stock-Drop Cases,” Federal Bar Council ERISA Litigation, New York, December 2011
• “Restrictive Covenant Issues for Investment Managers,” Schulte Conference, New York, November 2011
• “Crisis Management: Handling Government Investigations,” Schulte 20th Annual Private Investment Funds Seminar, New York, January 2011
• “401(k) Stock Drop Case Litigation,” National CLE Conference, Vail, Colo., January 2011
• “Plan Mergers In Troubled Economic Times,” International Foundation of Employee Benefits Plans 56th U.S. Annual Employee Benefits Conference, Honolulu, November 2010
• “Social Networking in the Legal World, The Good, Bad, and The Ugly,” The Computer Forensic Show, New York, April 2010
• “Practical Implications of Legal Issues,” Cornell University Pension Protection Act: Issues and Challenges in Collective Bargaining, New York, April 2010
• “Recent Trends in ERISA 401(k) Stock Drop Litigation,” LEI's 27th National CLE Conference, Employee Benefits Program, Vail, Colo., January 2010
• “Recent Trends in ERISA 401(k) Stock Drop Litigation,” LEI's 26th National CLE Conference, Employee Benefits Program, Vail, Colo., January 2009
• “ERISA Fiduciary Issues-401(k) fees and 404 (c),” LEI's 25th National CLE Conference, Employee Benefits Program, Vail, Colo., January 2008
• “PBGC: What Does the Future Hold?” National CLE Conference on Employee Benefits, 2006
• “The Pension Protection Act of 2006’s Impact on Multiemployer Plans,” UNITE HERE, 2006
• “ERISA Statute of Limitations – When Is It Too Late?,” 2005 National CLE Conference Employee Benefits Law, Snowmass, Colo., January 2005
• “Current Developments in Employment Law,” New York, May 2004
• “Plan Sponsor or Fiduciary: The Multiemployer Perspective,” NYU Center for Labor and Employment Law, New York, May 2004
• “The Decline in Pension Assets: The Rise in Litigation,” New York, April 2003
• “Lift-Outs: Offense and Defense,” Asset Management Acquisitions and Lift-Outs, New York, April 2002
• “Investment Management Employees and Non-Competition Issues,” Private Investment Seminar, New York, January 2002
• “Romance in the Workplace: Should Employers Be the ‘Love Police’?,” Privacy Issues in the Workplace: The Impact of Technology, New York, April 2001
• “Fiduciary Responsibility and Prohibited Transactions under ERISA,” 2001
• National CLE Conference Employee Benefits Law, Vail, Colo., January 2001
• “Current Litigation in Defined Contribution Plans,” Investment Management Institute, Amelia Island, S.C., March 2000
• “Fiduciary Responsibility,” Defined Contribution Forum, Investment Management Institute, 2000
• “Non-Compete Agreement: Enforceability in the Information Age,” Employment Law: Current Issues and Trends, Schulte Roth & Zabel LLP, 2000
• “D.C. Plans – Fiduciary Problems Will Follow the Money,” Public Funds Defined Contribution Roundtable: A Commitment to Education, Choice and Care Investment Management Institute, 2000
• “Litigation in Defined Contribution Plans – It Will Come,” Investment Management Institute, San Francisco, December 1999
• “Weighing the Costs and Benefits of Employee Stock Ownership Plans,” American Conference Institute, Family Business Succession Planning, New York, October 1999
• “United States Investment Initiatives,” Heartland Labor Capital Conference, Washington, D.C., April 1999
• “Education on Federal and State Policy Initiatives,” Heartland Labor Capital Conference Response Panel, 1999
• “Revising the Rules for Health Plans: Proposed Changes to Claims and Appeals, Summary Plan Descriptions, and Health Plan Liability,” American Corporate Counsel Association, New York, January 1999
• “Managed Healthcare Organization: ERISA Update, Capitalizing on a Market in Transition,” Association of Managed Healthcare Organizations, 1998
• “Harassment and Discrimination in the Workplace,” Management Awareness Training, Schulte Roth & Zabel LLP, 1998
• “Eliminating the Limited Liability Exception,” Association of Managed Healthcare Organizations, Washington, D.C., October 1998
• “Employment Law: Japan & United States,” Tokyo, 1996
• “Update on Prohibited Transactions, International Foundation of Employee Benefit Plans,” Honolulu, November 1995
• “Issues Arising Under the Taft Hartley Act,” American Forest Products Association, N.C., October 1995
• “Family Medical Leave Act and American Disabilities Act Update,” American Forest & Paper Association, April 1995
• “Employment Law Issues for Japanese Employers in the United States,” Tokyo, 1995
• “Arbitrating Employment Disputes,” Chadbourne & Parke, 1995

• CPR Employment Dispute Committee, CPR Institute for Dispute Resolution
• Fellow, American College of Employee Benefits Counsel
• Board of Directors, Lawyers Alliance for New York (former)

• Chambers USA
• Benchmark Litigation
• The Best Lawyers in America
• New York Super Lawyers
• Lawyers Alliance for New York  ̶   15-Year Circle Honoree

• Co-Chair, Employment & ERISA Department, Chadbourne & Parke 

Academic

• Adjunct Professor, Certified Employee Benefits Specialist Program, New York University School of Continuing Education, 1985-1990