Telephone:
(212) 292-4950
(917) 903-5479
E-mail:
Mailing Address:
2 Penn Plaza, Suite 1500
New York, NY 10121
Evan Giller
For over two
decades, Evan Giller has worked on benefit plan issues for
tax-exempt organizations, including retirement plans under IRC
sections 403(b) and 457.
He has extensive expertise on plan design, compliance and
fiduciary issues, including advising financial service companies
on the development and operation of products that provide
funding vehicles to retirement plans.
In addition,
Evan has a broad knowledge of the various state regulations of
annuity and life insurance products. He has worked on general
employment issues, including employment discrimination, hiring
and termination, and compensation and fringe benefits.
Evan is a
frequent speaker on topics relating to retirement plans. He has
spoken at conferences for CUPA-HR and the OECD (in Prague). He
is a contributor to the 403(b) Answer Book, the definitive guide
for 403(b) plan sponsors.
Evan received his undergraduate and law degrees from the State
University of New York, and is admitted to practice in New York.
Evan is a member
of the New York City Bar Association where he serves as the
chair of the Governmental and Not-for Profit Plans subcommittee
of the Committee on Employee Benefits and Executive
Compensation, the New York State Bar Association and the
American Bar Association. Evan currently is on the Board of
Community Mediation Services, Inc., in Jamaica, NY.
Prior to
becoming a founding partner of Giller & Calhoun, Evan was an
attorney for the financial services company, TIAA-CREF, serving
in various legal capacities, including General Counsel,
Institutional Client Services and Manager of Compliance and
Advice.
Evan works out of the New York Office.
Contributing author, Fundamentals of
Employee Benefit Programs, 6th Edition (Chap. 15,Section 403(b)
Arrangements) Employee Benefit Research Institute (2009)
"Delay in the 403(b) Written Plan
Requirements Doesn't Mean, 'Wait 'till Next Year'", The SPARK
Journal, Vol. 19, No.2, Second Quarter
"Renovating 403(b): Still Under
Construction", The SPARK Journal, Vol. 18, No. 3 Third Quarter
Presentations
SPARK Institute: 2010 SPARK National
Conference and 2010 SPARK Forum
ALI-ABA Pension, Profit-Sharing,
Welfare and other Compensation Plans, October, 2008 and March,
2009 and October, 2009
ALI-ABA Retirement, Deferred
Compensation and Welfare Plans of Tax-Exempt and Governmental
Employers, September, 2008 and September, 2009
SPARK Institute 403(b) Issues and
Answers Forum, August, 2008
ALI-ABA Plan Administrators'
Year-End TO-DOs for 401(k) and 403(b) plans, July 31, 2008
Practicing Law Institute, Briefing: The 403(b) Regulations,
Mythbusting with the IRS, July 21, 2008
