ERISA Fiduciary
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Press ReleaseJanuary 16, 2019
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Client AdvisoryNovember 20, 2018
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Press ReleaseNovember 1, 2018
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The Best Lawyers in America 2019®August 15, 2018
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Client AdvisoryFebruary 20, 2018
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Press ReleaseNovember 1, 2017
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Client AdvisoryOctober 27, 2017
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The Best Lawyers in America 2018®August 15, 2017
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Fiduciary NewsJanuary 24, 2017
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Client AdvisoryJanuary 23, 2017
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Press ReleaseNovember 1, 2016
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The Best Lawyers in America 2017®August 15, 2016
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Client AdvisoryMay 25, 2016
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Press ReleaseNovember 2, 2015
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Benefits BriefOctober 27, 2015
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The Best Lawyers in America 2016®August 17, 2015
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Massachusetts Lawyers WeeklyApril 20, 2015
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ACC Docket, Practice Area BriefingsDecember 5, 2014
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Benefits BriefNovember 12, 2014
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Press ReleaseNovember 3, 2014
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The Best Lawyers in American 2015®August 18, 2014
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Radio Entrepreneurs NetworkJuly 10, 2014
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Press ReleaseJanuary 7, 2014
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Benefits BriefNovember 7, 2013
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New England Super Lawyers MagazineOctober 21, 2013
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The Best Lawyers in America 2014®August 15, 2013
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EntrepreneurJune 12, 2013
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Benefits BriefNovember 6, 2012
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October 22, 2012
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J. Truman Bidwell Jr., Harvey E. Bines, Joel R. Carpenter, Henry W. Comstock Jr., William J. Curry, Christopher C. Curtis, Michael M. Davis, Patrick P. Dinardo, Joseph X. Donovan, Robert J. Gillispie, John K. Graham, Ira K. Gross, Warren M. Heilbronner, Richard Hiersteiner, Richard L. Jones, David M. Leahy, George P. Lindsay, David C. Mahaffey, Leonard A. Miller, David J. Nagle, Alexander A. Notopoulos Jr., Ameek Ashok Ponda, Constantine P. Ralli, Joseph L. Serafini, Laura SteinbergAugust 22, 2012
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Client AdvisoryMay 1, 2012
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Benefits BriefFebruary 8, 2012
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Benefits BriefOctober 27, 2011
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Benefits BriefOctober 5, 2011
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May 30, 2019
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April 25, 2019
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March 28, 2019
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June 19, 2018
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September 12, 2017 (11:00 a.m. - 3:00 p.m.)
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May 19, 2017
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April 27, 2017 (8:30 a.m. - 12:00 p.m.)
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November 10, 2016
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October 7, 2016 (9:00-10:00 a.m.)
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May 20, 2016 (10:30 a.m. - 12:00 p.m.)
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April 18, 2016 (3:30 - 4:20 p.m.)
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April 14, 2016 (8:30 a.m. - 12:00 p.m.)
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June 2, 2015 (3:30 p.m. - 6:30 p.m.)
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Best Practices for Minimizing Fiduciary Risk and Executing a Productive Investment Committee MeetingMay 19, 2015 (7:30 - 9:30 a.m.)
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March 24, 2015 (1:00 - 4:00 p.m.)
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March 19, 2015 (9:00 a.m. - 12:15 p.m.)
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February 26, 2015 (8:30 a.m. - 12:00 p.m.)
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January 22, 2015 | 6:00 - 7:30 p.m. (Registration begins at 5:30 p.m.)
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October 29, 2014 / 10:00 AM EST
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July 10, 2014 (2:00 - 3:15 p.m.)
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May 16, 2014
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March 6, 2014
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February 26, 2014
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February 25, 2014
We regularly counsel clients in the financial services industry by advising on and negotiating investment management agreements, structuring pension plan investments to avoid ERISA where possible (using venture capital operating companies (VCOCs) and real estate operating companies (REOCs), as appropriate), and helping clients navigate fiduciary and prohibited transaction issues under ERISA when not. We also assist employers with a wide range of fiduciary and prohibited transaction issues that regularly arise in the operation of any retirement plan subject to ERISA. We routinely represent employers in Department of Labor audits of retirement plans and welfare plans.
Key Contacts
Related Practices
- Benefits Plan Design & Administration
- Employment & Benefits
- Employment Counseling & Litigation
- Executive Compensation
Related Industries
- Upcoming EventMay 30, 2019 | Massachusetts Society of CPAs (MSCPA)