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Summit, New Jersey
TEL (908) 273-1212
FAX (908) 273-8922
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Red Bank, New Jersey
TEL (732) 741-7777
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New York, New York
TEL (212) 742-3390
FAX (212) 269-5016
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Philadelphia, Pennsylvania
TEL (215) 854-4090
FAX (215) 569-0216
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James K. Estabrook
  • Construction Industry Roundtable International Foundation of Employee Benefit Plans, 2012 Trustees and Administrators Institutes February 13-15, 2012 and June 11-13, 2012
  • Knowing When to Pull the Plug, International Foundation of Employee Benefit Plans, 2012 Trustees and Administrators Institutes, February 13-15, 2012 and June 11-13, 2012
  • Industry Fund Update, EBSA Apprenticeship and Training Fund Audits & PPA Sunset Issues Mechanical Contractors Association of America Industry Improvement Fund Operations Conference December 1-3, 2011
  • A Pension Legislative and Regulatory Update, International Foundation of Employee Benefit Plans, 57th Annual Employee Benefits Conference, October 30-November 2, 2011
  • New FASB Rules and Their Impact, International Foundation of Employee Benefit Plans, 57th Annual Employee Benefits Conference, October 30-November 2, 2011
  • Alternative Sources of Recovery, International Foundation of Employee Benefit Plans, Collection Procedures Institute, September 19-22, 2011
  • Unfunded Liability – The FASB Solution, Union-Affiliated Contractors, Unity 2011 Conference, May 17-19, 2011
  • Finding and Fighting Fraud, International Foundation of Employee Benefit Plans, 2011 Trustees and Administrators Institutes, February 7-9, 2011 and June 13-15, 2011
  • Pension Funding Relief and Update, National Asbestos Workers Pension, Fund/National Asbestos Workers, Medical Fund Annual Meeting, December 2, 2010
  • Pension Funding Relief and Update, Mechanical Contractors Association of America, Industry Improvement Fund Operations Conference, December 1-3, 2010
  • Signatory Contractor Forum, Responsibilities and Rewards of the Fiduciary and Contributing Employer, Bloomington/Normal Illinois PHCC Industry Advancement Fund, November 12, 2010
  • Pension Protection Act Update, International Foundation of Employee Benefit Plans, 2010 Trustees and Administrators Institutes; June 14-16, 2010
  • Legislative/Regulatory Developments in the Pension Arena, International Foundation of Employee Benefit Plans, 2010 Trustees and Administrators Institutes; February 15-17, 2010 and June 14-16, 2010
  • Industry Improvement Fund Operations Guide, Mechanical Contractors Association of America, Industry Improvement Fund Conference; December 2-4, 2009
  • Responsibilities & Rewards of the Fiduciary, Plumbing and Mechanical Contractors Authority of Northern Illinois; November 5-7, 2009
  • Pension Plan Withdrawal Liability for Administrators, International Foundation of Employee Benefit Plans, 55th Annual Employee Benefits Conference; November 8-11, 2009.
  • Withdrawal Liability Roundtable, International Foundation of Employee Benefit Plans, 55th Annual Employee Benefits Conference; November 8-11, 2009
  • How the Pension Protection Act Affects the Construction Industry, International Foundation of Employee Benefit Plans, Construction Industry Benefits Conference; September 14, 2009
  • New COBRA Legislation, Gateway Regional Chamber of Commerce; April 9, 2009
  • Operations Guide and Legal Regulatory Update, Mechanical Contractors Association of America Industry Improvement Fund Conference; December 4-6, 2008
  • Issues Surrounding Defined Contribution Plans, International Foundation of Employee Benefit Plans, 54th Annual Employee Benefits Conference; November 16-19, 2008
  • Paid Family Leave, Mechanical Contractors Association of New Jersey, Inc.; September 24, 2008
  • Mistakes in Collections, International Foundation of Employee Benefit Plans, Collection Procedures Institute; September 15-16, 2008
  • Legal Update for Pension and Welfare Plans, MCA/U.A. Trustees Conference; April 11 – 12, 2008
  • Manage Your Documents Today – Avoid Legal Problems Tomorrow, Current Developments for LM-10 and LM-30, MCAA ’08 Creating an Environment for Success; March 4 – 5, 2008
  • Current Fiduciary Issues for Trustees of Industry Funds and Multi Employer Plans, PHCC Unity 2008 Conference, Union Affiliated Contractors; February 20 – 23, 2008
  • Industry Fund Operations Guide, MCAA 2007 Industry Improvement Conference; November 28th – 30th, 2007
  • Industry Fund Formation and Legal Obligations, MCAA 2007 Industry Improvement Conference; November 28th – 30th, 2007
  • The Pension Protection Act and Its Impact on Defined Contribution Plans, International Foundation of Employee Benefit Plans, 53rd Annual Employee Benefits Conference; November 4-7, 2007
  • Defined Contribution Plans after The Pension Protection Act, International Foundation of Employee Benefit Plans, 53rd Annual Employee Benefits Conference; November 4-7, 2007
  • The Pension Protection Act of 2006 and Collective Bargaining, MCAA 2007 Collective Bargaining Seminar; October 29-31, 2007
  • Pension Protection Act Part II, Effects on Defined Contribution and Annuity Plans, International Foundation of Employee Benefit Plans, Trustees & Administrators Institute; June 11-13, 2007
  • The Impact of the Pension Protection Act on Investing for Defined Benefit Plans, International Foundation of Employee Benefit Plans, Investments Institute; April 23, 2007
  • Pension Protection Act Part II, Effects on Defined Contribution and Annuity Plans, International Foundation of Employee Benefit Plans, Trustees & Administrators Institute; February 25-28, 2007
  • Pension Protection Act Part II – Effects on Defined Contribution and Annuity Plans, Mechanical Contractors Association of America, National Convention; February 26-28, 2007
  • Fiduciary Issues for Investing Under The Pension Protection Act of 2006, Smith Barney Seminar at Rutgers University; November 15, 2006
  • Health Savings Accounts and Health Reimbursement Arrangements in Multiemployer Plans, International Foundation of Employee Benefit Plans, 52nd Annual Employee Benefits Conference; October 8-11, 2006
  • PPA 2006 – Understanding Its Impact on Your Plan, DC Plan Reform, International Foundation of Employee Benefit Plans One Day Seminar; September 26, 2006
  • Records Management, Document Retention and Destruction, Mechanical Contracting Industry Council of New Jersey; April 12, 2006
  • Filing Form LM-10 – An Overview of Employer Reporting, PHCC Unity 2006 Conference, Union Affiliated Contractors; February 2-4, 2006
  • LM-10/LM-30 Update, MCA/UA Trustees Conference; April, 2006
  • Practical Primer on ERISA – Fiduciary Responsibility, PHCC Unity 2006 Conference, Union Affiliated Contractors; February 2-4, 2006
  • Filing Form LM-10 – An Overview of Employer Reporting, MCAA Industry Improvement Funds Conference; December 1-3, 2005
  • The State Heating, Ventilating and Air Conditioning Contracting License Law, Mechanical Contractors Association of New Jersey, Inc.; September 14, 2005
  • Multiemployer Pension Funding Proposal, Campaign for Quality Construction, 2005 National Issues Conference; May 3-5, 2005
  • 2005 Regulatory Changes for Multi-Employer Plans, MCA/UA Trustee Conference 2005; April 14-15, 2005
  • An Overview of $oft Dollar$, International Foundation of Employee Benefit Plans, 50th Annual Employee Benefits Conference; December 3, 2004
  • 2004 Legal Update for Industry Funds, MCAA Industry Improvement Funds Conference; December 2-4, 2004
  • Tax and Compensation Issues, Commerce Bank – Not-For-Profit Fall Conference; November 22, 2004
  • Professional Liability Insurance Issues for Not-For-Profit Organizations, MCAA Industry Improvement Funds Conference 2003; December 4-6, 2003
  • The Continuum of Consumer Options, International Foundation of Employee Benefit Plans, 49th Annual Employee Benefits Conference; November 7-12, 2003
  • Practical Primer on ERISA Fiduciary Responsibility, Illinois Association of Plumbing, Heating & Cooling Contractors; June 12, 2003
  • Understanding the Role Of Your Trustee Counterparts, International Foundation of Employee Benefit Plans, 48th Annual Employee Benefits Conference; September 20-25, 2002
  • Industry Promotion Funds, Plumbing Contractors Association of Chicago and Cook County, Plumbing Council of Chicagoland; April 11, 2002
  • The Uniformed Services Employment and Reemployment Rights Act, Obligation for Pension and Welfare Fund Contributions, MCAA Industry Improvement Funds Conference; November 29-30, 2001
  • Legal and Fiduciary Issues Involving Defined Contribution Plans, The Investment Arena, International Foundation of Employee Benefit Plans, 47th Annual Employee Benefits Conference; October 7-10, 2001
James K. Estabrook

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