head_KatzHarveyM

Harvey M. Katz

Partner

New York, NY

212.878.7976

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News

Inspector General Faults PBGC's "Systemic" Failures
Human Resource Executive Online
January 12, 2012
Fox Rothschild Attorneys Present at In-house Counsel Conference of Association of Corporate Counsel America South Florida Chapter
September 26, 2011
  

Publications

Alternative Investments by Retirement Plans
For Your Benefit
December 2012
What To Do About Those Underfunded Defined Benefit Plans?
For Your Benefit
June 2012
The Final Fee Disclosure Rules Finally Arrive
For Your Benefit
February 2012
Avoiding a DOL Audit of an Employee Benefit Plan Annual Report
For Your Benefit
February 2012
Implications of FASB's New Requirements for Multiemployer Plan Disclosures
Accounting Today
December 1, 2011
Planning Your Pensions
Construction Today
November 1, 2011
Hedge Fund Investments By Pension Plans
New York Law Journal
July 6, 2011
ESOPs – The Ideal Vehicle for Buying Out a Minority Shareholder
For Your Benefit
July 2011
Do You Know the Financial Status of Your Union Pension Fund?
For Your Benefit
October 2010
The Implications of Losing “Grandfathered Plan” Status
Garden State Focus
September/October 2010
The Implications of Losing “Grandfathered Plan” Status
Health Care Reform Working Group Alert
August 2010
ESOPs: The Undiscovered Estate Planning Tool

July 2010
President Obama Addresses Problem of Unaffordable Health Insurance Premium Increases; Unveils New "Patients’ Bill of Rights"
Employee Benefits Practice Alert
July 2010
2010 Small Business Tax Credit
Health Care Reform Working Group Alert
June 2010
IRS Proposes Assessment of Listed Transaction Penalties Upon Small Businesses
Employee Benefits Practice Alert
June 2010
GASB 43 and 45 Requirements Present Formidable Challenges
Public Management
August 2006
New GASB 43 & 45 Compliance Deadlines Require Immediate Action and Experience Professionals
HR FactFinder
April 2006
ERISA/PBGC Claims in the Bankruptcy Case
Bankruptcy Business Acquisitions
March 2006
Establishing a Professional Corporation ESOP
Employee Benefit Plan Review
February 2006
ESOP’s Myths and the Benefits of Employee Stock Ownership Plans
Employee Benefit Plan Review, Volume 60 – Number 3
September 2005
Group Health Plan Compliance with HIPPA and ERISA – Navigating the Legal and Administrative Maze

2004
HIPAA Raises Administrative Concerns Surrounding FSAs
Boston Business Journal
December 12, 2003
Understanding the Effects of the Microsoft Decision and Dealing with Its Implications
Tax Management Compensation Planning Journal
1999
Funded Severance Plans – The New Defined Benefit Plans
CPA Journal Online
August 1994
Funded Severance Plans – The New Defined Benefit Plans
Pension-Forum Newsletters
June 1993
A Death Knell for the Small-Plan Audit Program
The Actuary
February 1993
ARP Deadlines Are Critical
Journal of the Society of Actuaries, ind.
1992-1993
To Accept or Not Accept an ARP Proposal – That is the Question
Pension Section News
December 1991
A Path Through the Maze – A Layman’s Guide to Actuarial Audit Program

1991
Participant Loan Provisions in Plans Can Add Flexibility But Must Be Carefully Drawn
Journal of Taxation
1982
  

Speaking Engagements/Events

Third Annual Employee Retirement Plans Wine and Cheese Reception
Speaker and Host
Presented by: Fox Rothschild LLP and ParenteBeard LLC
New York, NY
May 1, 2013
Advanced Analysis of Multiemployer Plan Cases
Speaker
Presented by: Fox Rothschild LLP
March 5, 2013
Fourteenth Global Employee Equity Forum
Speaker
Presented by: The World Centre for Employee Ownership
Davos, Switzerland
February 7, 2013
ESOP Association Conference
Speaker
Las Vegas, Nevada
November 9, 2012
ASPPA Annual Conference
Speaker
Presented by: ASPPA
National Harbor , Maryland
October 28, 2012
The 17th Annual Multi-State ESOP Conference
Speaker
Presented by: New Jersey/New York and Pennsylvania/Delaware Chapters of The ESOP Association
Scranton, PA
September 19-20, 2012
Second Annual Employee Retirement Plans Wine and Cheese Reception
Speaker
Presented by: Fox Rothschild LLP and ParenteBeard LLC
New York, NY
April 19, 2012
In-house Counsel Conference
Speaker
Presented by: Association of Corporate Counsel America South Florida Chapter
Fort Lauderdale, FL
September 22, 2011
The 16th Annual Multi-State ESOP Conference
Speaker
Presented by: The 16th Annual Multi-State ESOP Conference
Scranton, PA
September 14-15, 2011
How Much Does Your Retirement Plan Really Cost?
Presenter
Presented by: Fox Rothschild LLP
New York, NY
June 14, 2011
TAUC Leadership Conference
Speaker
Presented by: Association of Union Constructors
White Sulphur Springs, WV
May 11, 2011
GASB 45 Strategies
Speaker
Presented by: Lorman Education Services
Teleconference
May 5, 2011
Employee Retirement Plans: Fiduciary Liability and Timely Topics for Plan Sponsors
Presented by: Fox Rothschild LLP, ParenteBeard LLC and Newport Capital
New York, NY
February 9, 2011
33rd Annual Tax and Financial Planning Seminar Series
Presented by: Fox Rothschild LLP
Saddle Brook, NJ
October 18, 2010
Health Care Reform: Are You Ready?
Presented by: Greater Pocono Chamber of Commerce: Human Resource Committee
East Stroudsburg, PA
September 29, 2010
Health Care Reform
Presenter
Presented by: Somers Point New Jersey Businessmen’s Association
Somers Point, NJ
September 9, 2010
Health Care Reform: What Employers Need To Know Now
Presented by: Fox Rothschild LLP
Roseland, NJ
April 30, 2010
The ESOP Association's Las Vegas Conference & Trade Show
Attended
Las Vegas, NV
November 12-13, 2009
American Society of Pension Professionals & Actuaries (ASPPA) Conference
Attended
National Harbor, MD
November 1-4, 2009
ESOP Basics (Legal/Valuation) - Rules, Regulations & Revenue
Speaker
Presented by: 14th Annual Multistate ESOP Conference
Scranton, PA
September 16, 2009
Retirement Plan Challenges and Opportunities for Healthcare Employers
Presenter
Presented by: Fox Rothschild LLP and USI Consulting Group
Webcast
November 24, 2008
The True Impact of GASB 45
Presenter
Presented by: Trustees School Program
Orlando, FL
October 8, 2008

View Biography

Practice Areas

Charter Schools
Employee Benefits & Compensation Planning
Executive Compensation
Health Law
Taxation and Wealth Planning

Bar Admissions

New York

Pennsylvania


Education

LL.M., Temple University, Beasley School of Law, 1982

J.D., New York Law School, 1977

B.A., Temple University, 1973


Court Admissions

U.S. District Court for the Southern District of N.Y.

U.S. District Court for the Eastern District of Pennsylvania

U.S. Court of Appeals for the Second Circuit

United States Tax Court


Memberships

American Bar Association

New York Bar Association

American Society of Pension Professionals and Actuaries

ESOP Association

National Center for Employee Ownership

National Association of Public Pension Attorneys


Board of Directors

American Society of Pension Professionals and Actuaries – New York

Benefits Counsel (Chairman)