Jonathan B. Forman

Norman, OK

Professor Jonathan Barry Forman ("Jon") is the Alfred P. Murrah Professor of Law at the University of Oklahoma, where he teaches courses on tax and pension law. Professor Forman served in Washington, DC, as the Professor in Residence for the Internal Revenue Service Office of Chief Counsel for the 2009-2010 academic year. He is a member of the University of Oklahoma’s Retirement Plans Management Committee, and he was a member of the Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS) from 2003 through 2011.

Professor Forman is also active in the American Bar Association, the American College of Employee Benefits Counsel, the American College of Tax Counsel, the Association of American Law Professors, and the National Academy of Social Insurance. Professor Forman has lectured around the world, testified before Congress, and served on numerous federal and state advisory committees.
Professor Forman has more than 300 publications including MAKING AMERICA WORK (Urban Institute Press 2006) and Tontine Pensions, 163(3) UNIVERSITY OF PENNSYLVANIA LAW REVIEW 755 (Feb. 2015) (with Michael J. Sabin), http://www.pennlawreview.com/print/index.php?id=468. In addition to his many scholarly publications, Professor Forman has published op-eds in Barron’s, the Los Angeles Times, the Dallas Morning News, the Cleveland Plain Dealer, the Washington Times, the Daily Oklahoman, and numerous other newspapers and magazines.

Professor Forman earned his law degree from the University of Michigan in 1978, and he has Master’s degrees in economics and psychology. Also, prior to entering academia, it was his privilege to serve in all three branches of the federal government, including as Tax Counsel to the late Senator Daniel Patrick Moynihan (D-NY).

Actuarial Issues

I am a member of the University of Oklahoma’s Retirement Plans Management Committee, and was a member of the Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS) from 2003 through 2011. I teach pension law, and have dozens of publications on retirement law and policy, including many for conferences sponsored by the Society of Actuaries. See also Jonathan Barry Forman & Michael J. Sabin, Tontine Pensions, 163(3) UNIVERSITY OF PENNSYLVANIA LAW REVIEW 755 (Feb. 2015), http://www.pennlawreview.com/print/index.php?id=468.

Fringe Benefits
Expert WitnessSpeaker

I teach courses on tax and pension law, and have dozens of publications on tax and retirement law. I also served in Washington, DC, as the Professor in Residence for the Internal Revenue Service Office of Chief Counsel for the 2009-2010 academic year.

IRC Issues
Expert WitnessSpeaker

I am a member of the University of Oklahoma’s Retirement Plans Management Committee, and was a member of the Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS) from 2003 through 2011. I also served in Washington, DC, as the Professor in Residence for the Internal Revenue Service Office of Chief Counsel for the 2009-2010 academic year.I teach courses on tax and pension law, and have dozens of publications on tax and retirement law.

DB Plans
Expert WitnessSpeaker

I am a member of the University of Oklahoma’s Retirement Plans Management Committee, and was a member of the Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS) from 2003 through 2011. I teach pension law, and have dozens of publications on retirement law and policy.

DC Plans
Expert WitnessSpeaker

I am a member of the University of Oklahoma’s Retirement Plans Management Committee, and was a member of the Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS) from 2003 through 2011. I teach pension law, and have dozens of publications on retirement law and policy.