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

  • Matchmaker Guidance: IRS Notice on Student Loan Matching Programs | Going Up! HHS Announces SBC, HIPAA, and MSP Penalty Increases | One is the Loneliest Number (When It Comes to 5330 E-Filing Providers)
  • Supreme Court Upends Chevron Defense | Ask and Ye Shall Receive (Plan Documents) | FTC Sounds the Alarm Over PBM Practices
  • ERISA Preemption Protects Ex's 401(k) | DOL Online Search Tool Gets Off the Ground
  • SECURE 2.0 Implementation Guidance Wrap-Up
  • IRS Guidance on SECURE 2.0 EPCRS Expansion | SECURE 2.0 Technical Corrections | Closing Time for COVID-19 HDHP Relief
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