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Client AlertApril 6, 2020
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April 2, 2020
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Client AlertMarch 9, 2020
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Client AlertJanuary 23, 2020
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Sullivan Press ReleaseNovember 1, 2019
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The Best Lawyers in America 2020®August 15, 2019
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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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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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Radio Entrepreneurs NetworkJuly 10, 2014
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Client AdvisoryMay 1, 2012
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Benefits BriefDecember 21, 2009
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May 6, 2020
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October 11, 2019
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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.)
In addition to tax expertise, our benefits team is well versed in ERISA Title I fiduciary and prohibited transaction issues. We support employers and plan administrators in fulfilling their fiduciary obligations with respect to retirement plans in a variety of ways, including fiduciary training, governance support, and acting as thought partners in considering retirement plan fee structures, adopting managed account products, and overseeing and investment options.
For our clients in the financial services industry, we advise on investment management agreements, structure pension plan investments to avoid ERISA where possible (using venture capital operating companies (VCOCs) and real estate operating companies (REOCs), as appropriate), and help clients navigate fiduciary and prohibited transaction issues under ERISA when not.
Our lawyers frequently represent employers in DOL audits, and have extensive practical experience in helping employers utilize the Delinquent Filer Voluntary Compliance (DFVC) Program and Voluntary Fiduciary Correction Program (VFCP).
Useful Resources
Key Contacts
Related Practices
- Compensation and Benefits Plan Design and Administration
- Employment and Benefits
- Employment Law and Human Resources Counseling
- Executive Compensation