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Evan Giller


Evan Giller
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Telephone:
(646) 527-7290
(917) 903-5479
E-mail:  
 

Mailing Address:
40 Worth Street, 10th Floor
New York, NY 10013

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.

Publications

Contributing author, 403(b) Answer Book, 8th Edition, Aspen Publishers (2011)

403(b) Plan Audits: Some Early Reviews Are In, The SPARK Journal, Vol. 20, No. 1.

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.

"Renovating 403(b): Still Under Construction", The SPARK Journal, Vol. 18, No. 3.

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

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