Our clients in the financial sector face the challenge of designing investment products that are suitable for ERISA-covered plans. In conjunction with lawyers from our Investment Management, Fund Formation, Financial Institutions and Broker-Dealer groups, we guide our financial sector clients through the fiduciary and other rules that govern the management of pension and other benefit funds. Advice in this area requires careful attention to the statements of regulators, industry norms and developing case law. Our expertise covers not only ERISA, but the provisions of the tax laws that may affect the design of benefit plan products and services. Our representation of institutional clients also extends to transactional and litigation matters.
Our clients in the financial sector face the challenge of designing investment products that are suitable for ERISA-covered plans. In conjunction with lawyers from our Investment Management, Fund Formation, Financial Institutions and Broker-Dealer groups, we guide our financial sector clients through the fiduciary and other rules that govern the management of pension and other benefit funds. Advice in this area requires careful attention to the statements of regulators, industry norms and developing case law. Our expertise covers not only ERISA, but the provisions of the tax laws that may affect the design of benefit plan products and services. Our representation of institutional clients also extends to transactional and litigation matters.
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