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DateTitleKnowledge Type
01 July 2015
Obergefell Simplifies Benefit Plan Administration Legal Alerts
05 May 2015
Impact of Updated Fiduciary Investment Advice Definition on Large Plans Legal Alerts
01 April 2014
Managing Loan and Assignment Issues When Merging 401(k) Plans
Source: Thompson's Pension Plan Fix-It Handbook
Articles
14 January 2013
2013 Benefit Limits Legal Alerts
17 January 2012
New Department of Labor Regulations Offer More Investment Advisers the Opportunity to Provide Advice to Participants in 401(K) Plans and IRAs Legal Alerts
10 January 2012
New Guidance Issued for Reporting the Cost of Health Coverage on Forms W-2 Legal Alerts
02 November 2011
Final Investment Advice Regulations Legal Alerts
17 February 2011
DOL Delays Compliance with the Fee Disclosure Regulations Legal Alerts
22 December 2010
2011 Benefit Limits Legal Alerts
05 August 2010
DOL Takes Aim at Hidden Retirement Plan Fees Legal Alerts

Pension Asset Management

Experience Highlights

ERISA asset management for a large financial institution
Assisted a large financial institution with all aspects of a transaction to enhance the anticipated long-term return of its pension plan by a private more
ERISA asset management for a national beverage manufacturer
Represented a national beverage manufacturer and worked seamlessly with in-house counsel to support their development of new model investment more
Advising a Fortune 100 subsidiary in pension fund's multibillion dollar investments
Represents the wholly-owned subsidiary of a major Fortune 100 company that acts as the in-house asset manager in connection with the pension more

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