Steven H. Leventhal
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Steven H. Leventhal

"Steve's background at the IRS, where he helped develop the first of the IRS self-correction programs, has helped us over the years to understand the Service's thinking and process in dealing with the correction of qualified plan defects. He is thoughtful, insightful and a probing thinker."
-- Fred Reish, Esq., Managing Partner, Reish, Luftman, McDaniel & Reicher, Los Angeles, CA ; Co-chair of the Los Angeles IRS Benefits Conference; served as a Chair of the Government Affairs Committee for the American Society of Pension Actuaries (ASPA); and is now serving as a Co-chair for the ASPA Government Affairs Task Force on 401(k) Fiduciary Responsibility. (Los Angeles, CA)

"Steve has grappled the most difficult pension compliance problems I've run across during my 20 years as a CPA. He knows exactly how to work toward a successful resolution of those problems with the IRS. Without a doubt, he is the most knowledgable pension expert I've ever dealt with."
-- Mark A. Neuman, CPA, principal of Summit Accomodators; former principal with Stevens & Neuman LLP. (Bend, Oregon)

"Steve has been a great technical resource for my firm over the years. We rely on the books that he has authored as our bible for many technical issues, including the 403(b) plan rules. Steve's experience and understanding of the laws and regulations have been extremely valuable."
-- Gwen O'Connell, Certified Pension Consultant (CPC) and Qualified Pension Administrator (QPA); Principal of Gwen O'Connell Pension Consulting, Inc., in Eugene, OR; and Executive Committee Member, a Vice President and a member of the Board of Directors of the American Society of Pension Actuaries (ASPA), and the General Chair for ASPA's Education and Examination Committee. (Eugene, Oregon)

"Steve is a thorough and thoughtful author who comes to the table with a great deal of real world experience and practical know-how concerning IRS enforcement and relief programs for tax qualified plans."
-- David Mustone, Esq., Partner in Hunton & Williams in McLean, VA; former attorney, IRS Tax Litigation Division; and Chairman of the EPCRS and Administrative Practices Subcommittee of the Employee Benefits Committee of the American Bar Association's Section on Taxation. (Washington, D.C.)

"Steve Leventhal is highly respected and has an in-depth knowledge of qualified and plans and TSA's the IRS voluntary correction programs. He has spoken at many conferences, written articles, and published books on these topics that show great insight and understanding of the concepts involved in this highly technical field. I greatly respect Steve's ability to present these complex subjects in an understandable manner."
-- Theresa Lensander, President of the American Pension Company; and Chair of the Subcommittee on 403(b) Plans for the American Society of Pension Actuaries. (Santa Barbara, California)

" Steve's comprehensive knowledge of IRS correction programs is more than impressive. His ability to solve compliance problems without creating unnecessary burdens on the plan sponsor is a refreshing change. Steve is a true asset."
-- Jeff D. Jewett, APA, APR, Principal of Planning Resources Corporation (Bend, OR)

"I've used Steve's books on the Employee Plans Compliance Resolution System and TSA's as a desk reference for years. But Steve is not just a good writer -- he's also a remarkable problem-solver. For over twenty years, at the IRS and in the private sector, I've watched him identify cutting-edge technical problems and work out creative solutions. He combines outstanding pension knowledge with good old-fashioned common sense."
-- Mary Oppenheimer, former Assistant Chief Counsel (Employee Benefits and Exempt Organizations), Office of Chief Counsel, Internal Revenue Service; and Fellow of the American College of Employee Benefits Counsel. (Bend, Oregon)

"Steve's vast employee benefits experience in both the private and government sectors make him an invaluable resource for providing legal services involving ERISA compliance and other retirement plan issues."
-- David Fowler Associate General Counsel, CUNA Mutual Group. (Madison, Wisconsin)

"How can you not love him?"
--Sylvia Leventhal, Steve's mom. (Kingston, NY)

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Contact: Tel: 541-382-9368 E-mail: steve@steveleventhal.com