Norman Stein is a nationally recognized authority on pension law, employee benefits and tax law. In addition to producing a rich body of scholarship, he is actively involved in policy development and testifies frequently before Congress. Before joining the faculty, he was the Douglas Arant Professor of Law at the University of Alabama. He has visited at the University of Texas, Indiana University – Bloomington, and the University of California at Davis. He served as counsel to the American Association of Retired Persons and as a consultant to the General Accounting Office and testified before the U.S. Congress on pension issues. He is a former chair of the Employee Benefit Section of the Association of American Law Schools. Stein's scholarship focuses chiefly on employee benefits law, federal taxation and social insurance. His articles have appeared in The Tax Law Review, Washington and Lee Law Review and Law and Contemporary Problems, among others. He is also the co-author of the treatise, “Qualified Deferred Compensation Plans,” and a contributor to the WestLaw textbook “Family Wealth Management.” He is a member of the GAO’s Expert Panel on Retirement Security. He also served on the Department of Labor Advisory Council on Employee Welfare and Pension Benefit Plans and was a delegate at the White House Conference on Retirement Savings. He is currently a member of the Board of Governors of the American College of Employee Benefits Council, a fellow of the National Academy of Social Insurance, a member of the Board of Advisors of the BNA Pension and Benefit Reporter and a senior policy advisor to the Pension Rights Center. Professor Stein received the J.D. from Duke University School of Law, where he graduated with honors and was elected to the Order of the Coif. Following law school he clerked for Judge Gerald Bard Tjoflat on the U.S. Court of Appeals for the Fifth Circuit. Professor Stein has been a pro bono litigator in capital punishment cases.
Repeal Tax Incentives for ESOPs (with Andrew Stumpff), Tax Notes (2009)
The proposal would repeal special tax incentives given to employee stock ownership plans, as well...
An Alphabet Soup Agenda for Reform of the Internal Revenue Code and ERISA Provisions Applicable to Qualified Deferred Compensation Plans, SMU Law Review (2003)
Three and Possibly Four Lessons about ERISA That We Should, but Probably Will Not Learn from Enron, St. John's Law Review (2002)
Leverage, Linkage, and Leakage: Problems with the Private Pension System and How They Should Inform the Social Security Reform Debate, Washington and Lee Law Review (2001)
The problems of the private sector retirement system should be considered in the debate over...