John Barlow’s practice focuses on taxation issues relating to qualified retirement plans of public companies and governmental entities and the preservation of a plan’s tax-qualified status. John also has experience working with multiemployer pension and welfare plans. Previous Experience Judicial Intern, the Honorable Esther Salas, United States District Court for the District of New Jersey Judicial Intern, the Honorable David E. Nahmias, Supreme Court of Georgia
Publications SECURE Act Testing Relief for Closed/Frozen Defined Benefit Plans Groom Benefits Brief January 10, 2020
Publications IRS Guidance on Initial and Recurring 403(b) Remedial Amendment Periods PLANSPONSOR October 22, 2019
Publications IRS Finalizes Changes in Hardship Distribution Rules Groom Benefits Brief September 30, 2019
Publications UBIT Changes for Benefit Plan Investors and the 2018 Tax Year Filing Season Groom Benefits Brief April 23, 2019
Publications De-Risking Pitfalls – Annuity Contracts, Plan Terminations and the Excise Tax on Surplus Assets Bloomberg Tax April 5, 2019
Publications IRS Notice on Lump-Sum Windows for Retirees Creates More De-Risking Opportunities Groom Benefits Brief March 14, 2019
Publications Making Sure Your Plan Language Matches What You Are Doing – New Class Action Lawsuit Examines How a Common Definition of “Compensation” Was Applied Groom Benefits Brief January 3, 2019