With careful attention to regulatory developments, industry norms and evolving case law, we guide financial-sector clients through the challenge of offering services and investment products that meet ERISA standards.
Financial-sector companies face the complex task of designing investment products suitable for ERISA-covered plans. At WilmerHale, seasoned ERISA attorneys collaborate with lawyers from our Investment Management, Financial Institutions and Broker-Dealer Practices to advise clients on the rules that govern the management of pension and other benefit funds. Our experience covers not only ERISA, but also the provisions of the tax laws that can affect the design of benefit plan products and services. Our representation of institutional clients also extends to transactional and litigation matters.