Overview

Our lawyers provide the following services:

  • Advise on regulatory compliance, disclosure, and fiduciary matters
  • Advise and assist in the preparation of trust and custodial agreements, collective investment fund documents, and disclosure documents
  • Provide technical assistance to our litigation lawyers who are defending our clients

Team

News & Resources

Publications

  • Expansion of Preventive Care Benefits / So, You've Been Appointed to the Retirement Plan Committee / Last Call — 2019 PCORI Fee Deadline Approaching
    07.2019
  • New Rules Expand Use of HRAs / IRS Announces Health Savings Account Contribution Limits for 2020 / U.S. Supreme Court Agrees to Hear Two ERISA Cases
    06.2019
  • Determination Letter Program Expanded / Self-Correction Program Also Expanded / Two Retirement Bills Under Consideration
    05.2019
  • IRS Will No Longer Prohibit Retiree Lump Sum Windows / ACA Latest Developments / Investment Advisor Gets Prison Time for Fraud
    04.2019
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