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Mr. Katz is experienced in all aspects of insurance, pension and employee benefits law. In particular, he has represented employers and financial institutions in all aspects of structuring benefit and insurance related financial products, executive compensation and about the employee benefits aspects of merger and acquisition transactions. Mr. Katz has represented both plaintiffs and defendants in connection with benefit plan related litigation including claims denials, fiduciary responsibility, prohibited transactions, plan disqualification and tax related issues.
Mr. Katz frequently consults as an expert to other law firms with respect to such matters.
Representative Matters
o Represents premium finance and life settlement companies in connection with structuring new programs associated with pension funds and variable annuity products.
o Represents pension funds and financial institutions in connection with sales of financial instruments to retirement plans.
o Represents major corporations regarding their employee benefits programs, executive compensation and related merger and acquisition issues.
o Represents employer plans and plan participants in disputes with the Internal Revenue Service, the Department of Labor and the Pension Benefit Guaranty Corporation, as well as other government agencies.
o Specializes in complex and constantly developing body of law concerning pension matters for companies and individuals in bankruptcy.
o Counsels corporate clients and government agencies with respect to medical, health, disability and other welfare plans and arrangements, including compliance with the HIPAA, COBRA and other state and federal laws.
o Specializes in Employee Stock Ownership Plans as a business succession technique for closely-held business owners.
Publications
o "ESOP's Myths, and the Benefits of Employee Stock Ownership Plans," Employee Benefit Plan Review, September 2005
o "Group Health Plan Compliance with HIPAA and ERISA - Navigating the Legal and Administrative Maze" 2004
o Co-author, "HIPAA Raises Administrative Concerns Surrounding FSAs," Boston Business Journal, December 12, 2003
o "Understanding the Effects of the Microsoft Decision and Dealing with its Implications" Tax Management Compensation Planning Journal, 1999.
o "A Path Through the Maze - A Layman's Guide to Actuarial Audit Program" 1991.
o "To Accept or Not Accept an ARP Proposal - That is the Question" Pension Section News, December 1991.
o Co-Author, "Participant Loan Provisions in Plans Can Add Flexibility But Must Be Carefully Drawn" Journal of Taxation, 1982.
Speaking Engagements
o Mr. Katz frequently lectures before professional groups including the American Society of Pension Actuaries, the Enrolled Actuaries Conference and many others.
Awards & Honors
o Received the highest peer review rating by Martindale-Hubbell (AV)
Bar Admissions & Memberships
o Admitted, New York and Pennsylvania Bars
o Member, American Bar Association; New York Bar Association | 