Kevin L. Burch, J.D., LL.M.
Kevin graduated from the Georgetown University Law Center where he specialized in
employee benefits while working at the United States Senate Budget Committee. Kevin
has worked domestically and internationally in the area of pensions. Most recently,
he returned from London where he specialized in the pension aspects of cross-border
mergers/acquisitions, pension liability management exercises and pension regulator
issues in more than 30 different countries. For years prior to London, Kevin worked
in all areas of tax-qualification, fiduciary counseling and reporting for US-based
pension plans. Kevin is a regular presenter at SunGard Relius seminars around the
US, and is a contributor to The Pension Library, a SunGard technical pension resource
Stephen W. Forbes, J.D., LL.M., Vice President, Denver Division
A graduate of George Washington University Law Center, Steve joined SunGard Corbel
in 1998 with the PPD asset acquisition. Before joining Pension Publications of Denver
(PPD) in 1988, Steve was a Tax Law Specialist with the National Office of the Internal
Revenue, Employee Plans Division, where he was a final reviewer for the prototype
program, drafted Revenue Rulings, Revenue Procedures and Notices, and participated
in several Treasury regulation committees. He also taught training classes to IRS
Tax Law Specialists. Steve was formerly an Adjunct Professor (Qualified Deferred
Compensation), Graduate Tax Program, University of Denver College of Law. He conducts
many SunGard Corbel seminars, including the ERISA Workshop, prototype, 401(k), 403(b),
and private in-house seminars. Steve is also the author of The 5500 Filing Guide
and a contributing author of The Pension Library.
Michele D. Lellouche, J.D., Assistant General Counsel
Michele earned a B.A. in History and Communications from Jacksonville University,
an M.A. in History, and a J.D. from Florida State University. She has been at SunGard
since 1991, specializing in cafeteria plans, and was author and editor for the Relius
Education "Pension Elements" and "Pension Basics" computer- based training courses.
She has also been a presenter at various SunGard seminars. Michele has been published
in the Historical Dictionary of the Modern Olympic Movement and The St. James Encyclopedia
of Popular Culture.
Robert M. Richter, J.D., LL.M., Vice President, Document Consulting Services
Robert began his career with SunGard in 1985, and has served as Director of the
Technical Consulting Department since 1992. He is instrumental in authoring and
supporting SunGard's retirement plan documents, as well as being co-author of the
firm's Cafeteria (Section 125) plans. He is a frequent speaker at industry conferences
throughout the country. Robert has served in numerous capacities within the American
Society of Pension Professionals and Actuaries (ASPPA), including serving as President
(Oct. 2011 – Oct. 2012) and co-chair of the Government Affairs Committee. Robert
is also a Fellow in the American College of Employee Benefit Counsel, and is a member
of the National Institute of Pension Administrators (NIPA) and The Florida Bar.
Robert received a B.S., with a major in Finance, from the University of Florida,
a J.D. from Florida State University, and an
in taxation from the University of Florida.
Carl Shrader, J.D., Assistant General Counsel
For almost two decades, Carl served as chief counsel at two pension consulting firms,
where he authored their proprietary volume submitter documents and developed their
document automation systems. Prior to that, he served as a staff writer, technical
editor, and product developer for a number of employee benefits publications. Carl
earned his J.D. at Fordham Law School in 1985, and has an undergraduate degree in
S. Derrin Watson, J.D., APM
S. Derrin Watson received his bachelor's degree in Accounting from BYU, and his
J.D. from UCLA Law School. Derrin has been involved with qualified plans since 1977.
He lectures frequently for ASPPA, hosts the Relius Education Advanced Pension Conference,
and conducts Relius Education seminars, both live and on the web. He is also the
author of "Who's the Employer," a book dealing with controlled groups, affiliated
service groups, leased employees, and other plan issues affecting employee/employer
status, and also writes the Who's the Employer column for BenefitsLink. He is actively
involved in authoring The Pension Library, a SunGard technical resource publication,
and is a Senior Editor of the Journal of Pension Benefits. ASPPA honored Derrin
with their Educator’s Award in 2006 for his contributions to retirement plan education.