Overview

John is a senior counsel in the firm's Employee Benefits & Executive Compensation practice group. He focuses his practice on all aspects of retirement plans. John has substantial experience in defined benefit and cash balance plans. He also has significant experience in retirement plan nondiscrimination testing, proxy disclosures, business acquisitions, supplemental executive retirement plans (SERPs), international benefits and estate planning with retirement assets.

Publications
  • Co-author, "ERISA 'Anti-Cutback' Rule: Recent Appellate Court Application of Heinz and Implications for Other Plan Amendments," BNA Tax Management Memorandum, February 2011
  • Co-author, "The Cash Balance Controversy: Fitting Square Pegs Into Round Holes," BNA Tax Management Memorandum, December 2003
  • Co-author, "IRS Issues New Proposed Regulations Simplifying Minimum Distribution Rules," The Banking Law Journal, March 2001
  • "Interest-Free Loans: The Court of Claims Attempts to Correct Dean - Hardee v. United States," 8 U. Dayton L. Rev. 377, 1983
Presentations
  • National panelist, "A Second Look at the Cash Balance Proposed Regulations: What Do They Really Mean?," ABA Joint Committee on Employee Benefits (JCEB) Teleconference Program, March 2003
  • Over 30 presentations on retirement plan and employee benefit topics to the American Bar Association (ABA), state and local bar associations, the Ohio Society of CPAs and other professional groups.
Distinctions
  • Burton Award for Legal Achievement in The Banking Law Journal, 2002
Professional and Civic

Professional Associations

  • American Bar Association, Section of Taxation, Employee Benefits Subcommittee
  • Cincinnati Bar Association, Former Chair, Employee Benefits Committee, 1998 to 1999

Professional Activities

  • Ohio Society of CPAs, former chair, Member Benefits Committee, 1994 to 2002
  • Certified public accountant, Ohio (inactive)
  • Certified Employee Benefit Specialist (CEBS), instructor, 2004 to 2005