PAPERS & PUBLICATIONS

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  • Quoted in "Workplace Health: 'Presenteeism' Sparks Industry to Focus on Employee Well-Being," Memphis Business Journal, Vol. 33, No. 25, October 7-13, 2011.
  • Quoted in "Kraft 401(k) Lawsuit: Six Lessons for Plan Sponsors," BenefitsPro.com, May 16, 2011.
  • Quoted in "Kraft 401(k) Lawsuit: Q and A with Lawyer Jenny Kiesewetter," BenefitsPro.com, May 16, 2011.
  • Quoted in "Employees Take Charge: Retirement Trends and Troubles," BenefitsPro.com, May 11, 2011.
  • Quoted in "Day of Reckoning: Pension Decision Looms Large for City, County Governments," Memphis Daily News, April 22, 2011.
  • Quoted in "Nonprofits May Not Be Ready for 403(b) Retirement Plan Changes," Memphis Business Journal, March 14-20, 2008.
  • Quoted in "Provisions of 'Most Sweeping Legislation in 30 Years' to Affect Company Pensions in '08", Memphis Business Journal, May 11-17, 2007.

PRESENTATIONS

  • Presenter, "The DOL and Welfare Benefit Plans: A Discussion About Audits and Fiduciary Responsibilities," Mid-South Association of Health Underwriters Meeting, Memphis, Tennessee, May 11, 2016.
  • Presenter, "The Emergence of a New Fiduciary Standard," Financial Planning Association of Greater Memphis Meeting, Memphis, Tennessee, February 3, 2016.
  • Co-Presenter, "Retirement Plan New Year's Resolution:  Is Your Plan Ready for 2016?", Seminar Presented by CBIZ, Gavion and Kiesewetter Law Firm, PLLC, Memphis, Tennessee, February, 3, 2016.
  • Presenter, "Changing Face of Retirement & Welfare Plan Compliance:  What You Need to Know, Now," 2015 Annual Tennessee Society of Certified Public Accountants (TSCPA) Meeting, Memphis, Tennessee, October 13, 2015.
  • Presenter, "Deep Dive: Retirement & Welfare Plan Compliance," 2015 Annual Tennessee Society of Certified Public Accountants (TSCPA) Meeting, Memphis, Tennessee, October 13, 2015.
  • Co-Presenter, "How DOL Enforcement and Recent Litigation is Impacting Your Employee Benefit Plan," CBIZ Luncheon Seminar, Memphis, Tennessee, August 26, 2015.
  • Panelist, "Defined Contribution Plans: What Today's Fiduciaries Need to Know and Why," The SRVS Kids and Families Conference and Charity Event, Sponsored by Gavion, LLC, Memphis, Tennessee, May 13, 2015.
  • Presenter, "DOL Proposal Regarding Fiduciary Roles," 2015 Fiduciary Update: Perspectives of DC Service Providers, Webinar hosted by Gavion, LLC, Memphis, Tennessee, April 1, 2015.
  • Presenter, "Health Matters," Mercer's National Survey of Employer-Sponsored Health Plans Seminar, Memphis, Tennessee, March 26, 2015.
  • Co-Presenter, "5 Myths of Target Date Funds," Legacy Wealth Management Luncheon Seminar, Memphis, Tennessee, March 5, 2015.
  • Presenter, "The PPACA:  Its Impact on Employers and Employer-Provided Health Care," Mississippi Bankers Association, Quarterly HR Action Meeting, Jackson, Mississippi, February 26, 2015.
  • Co-Presenter, "Business Implementation of the Affordable Care Act," The Future of Health Care Symposium, Bristol Regional Medical Center, Bristol, Tennessee, September, 22, 2014.
  • Co-Presenter, "The Affordable Care Act - Update FEI Presentation," Financial Executives International, Memphis, Tennessee, March 18, 2015.
  • Presenter, "The PPACA: Its Impact on Employers and Employer-Provided Health Care," Mid-South Association of Health Underwriters, The Racquet Club of Memphis, Memphis, Tennessee, March 4, 2014.
  • Presenter, "Employee vs. Independent Contractor: Worker Misclassification," Memphis Chapter of American Payroll Association, University of Memphis Holiday Inn, Memphis, Tennessee, February 13, 2014.
  • Co-Presenter, "PPACA Background and Risks," Memphis Bar Association Labor & Employment Law Section Annual Seminar, University of Memphis Holiday Inn, Memphis, Tennessee, December 6, 2013.
  • Presenter, "The Future of Employer-Provided Healthcare," CFO & Controller Conference, Sponsored by CBIZ-Thompson Dunavant, University of Memphis, Fogelman Center, Memphis, Tennessee, November 13, 2013.
  • Presenter, "The Changing Face of Retirement Plan Compliance:  What You Need to Know, Now," Tupelo Retirement Plan Fiduciary Symposium, Tupelo, Mississippi, September 26, 2013.
  • Co-Presenter, "Multi-Generational Impact on Benefits in the Workplace," When Great Women Gather Luncheon, CBIZ Round Table, Memphis, Tennessee, September 12, 2013.
  • Presenter, "Employer Notices on New Health Insurance Marketplace Coverage Options," CBIZ/SHRM Round Table, Memphis, Tennessee, September 11, 2013.
  • Presenter, "Fiduciary and Regulatory Issues Affecting Non-Profits," Sponsored by Wunderlich Securities, Inc., Memphis, Tennessee, September 5, 2013.
  • Co-Presenter, "A Strategic Look at the Affordable Care Act's Impact on Businesses," Turnaround Management Association, Tennessee Chapter, Crescent Club, Memphis, Tennessee, May 9, 2013.
  • Presenter, "Current Challenges and Best Practices for Retirement Plan Sponsors," Tennessee Society of Certified Public Accountants Employee Benefits Plans Conference, Nashville, Tennessee, April 29, 2013.
  • Presenter, "The Epicenter of Retirement Plan Compliance:  The Payroll Department," Sponsored by Memphis Chapter of The American Payroll Association, Memphis, Tennessee, April 11, 2013.
  • Panelist, "Health Care Reform & Employee Benefit Trends Round Table Panel," Sponsored by Strategic Financial Partners, Memphis, Tennessee, April 9, 2013.
  • Co-Presenter, "Employer Primer for ACA Strategic Planning," ASI 2013 Sales Symposium on Health Care Reform, Germantown, Tennessee, March 21, 2013.
  • Co-Presenter, "Employer Primer for ACA Strategic Planning," Sponsored by Health Choice, LLC, Memphis, Tennessee, February 21, 2013.
  • Co-Presenter, "Employer Primer for ACA Strategic Planning," Fayette County Chamber of Commerce Luncheon, Somerville, Tennessee, February 6, 2013.
  • Co-Presenter, "Employer Primer for ACA Strategic Planning," Sponsored by Health Choice, LLC, Memphis, Tennessee, January 7, 2013.
  • Presenter, "Year End Wrap Up of Retirement Plan and Health Plan Regulations and Launching Into 2013," Sponsored by HR Professionals of Greater Memphis, Memphis, Tennessee, December 6, 2012.
  • Presenter, "After the Supreme Court Decision:  What to Expect from Health Care Reform," Sponsored by the Tennessee Society of Certified Public Accountants, Memphis, Tennessee, September 11, 2012.
  • Presenter, "What Does the Supreme Court's Ruling on Health Care Reform Mean for Employers?" Sponsored by Roop Financial Services, Germantown, Tennessee, August 2, 2012.
  • Presenter, "Health Care Reform and the Supreme Court:  What to Expect," Roop Financial Services Seminar, Germantown, Tennessee, July 12, 2012.
  • Co-Presenter, "New Plan Fee Disclosures:  What You Need to Know," Webinar sponsored by Barnes Retirement Plan Specialists, Inc., CBIZ MHM Thompson Dunavant, and Kiesewetter Law Fim, PLLC, Memphis, Tennessee, June 6-7, 2012.
  • Presenter, "ERISA 408(b)(2): What Plan Sponsors Need to Know - NOW!" Breakfast With Benefits, Bi-Annual Seminar, Raymond James | Morgan Keegan, Memphis, Tennessee, May 9, 2012.
  • Presenter, "The Changing Environment of Fiduciary Duty and Liability - What You Need to Know," HR Professionals of Greater Memphis, Quarterly Seminar, Memphis, Tennessee, May 3, 2012.
  • Presenter, "Plan Disclosures in 2012: 408(b)(2) Disclosures and Plan Participant Disclosures," CFH Financial Services, Inc. Client Seminar, Memphis, Tennessee, April 24, 2012.
  • Presenter, "Plan Disclosures in 2012: 408(b)(2) Disclosures and Plan Participant Disclosures," Regions Trust Seminar, Jackson, Tennessee, March 28, 2012.
  • Presenter, "Plan Disclosures in 2012: 408(b)(2) Disclosures and Plan Participant Disclosures," HR Professionals of Greater Memphis, Quarterly Seminar, Memphis, Tennessee, February 16, 2012.
  • Presenter, "New ERISA §408(b)(2) Regulations: New Requirements for Service Provider Fee Disclosures," CFH Financial Services, Inc., Memphis, Tennessee, January 10, 2012.
  • Co-Presenter, "Plan Sponsors & Fiduciaries:  Your Role and the Rules are Changing.  Will You Be Ready?"  Client Seminar sponsored by Business Enhancement Associates & Kiesewetter Law Firm, PLLC, Memphis, Tennessee, November 17, 2011.
  • Presenter, "Executive Compensation Update," Memphis Executive Round Table, Memphis, Tennessee, March 29, 2011.
  • Co-Presenter, "New Rules Affecting Retirement Plans and their Service Providers," Tax Watch, Memphis, Tennessee, February 2, 2011
  • Presenter, "Navigating the Labyrinth of Qualified Domestic Relations Orders," Memphis Bar Association, Bench Bar, Destin, Florida, May 2010.
  • Presenter, "Legislative Employee Benefit Plan Update 2008," Greater Memphis Employee Benefits Council Luncheon, Memphis, Tennessee, November 2008.
  • Co-Presenter, "Qualified Default Investment Alternatives," Regions Morgan Keegan Luncheon, Memphis, Tennessee, December 2007.
  • Co-Presenter, "Is Your Retirement Plan in Compliance With New Legislation?"  Morgan Keegan / Evans & Petree PC Seminar, Memphis, Tennessee, April 2007.