Your binder contains too many pages, the maximum is 40.
We are unable to add this page to your binder, please try again later.
This page has been added to your binder.
Resolved tax and fiduciary issues in connection with the proposed consolidation of more than $1 billion in assets held in separate voluntary employees’ beneficiary associations.
Represented a U.S. public company in the sale of its pension fund’s $128 million portfolio of private equity interests.
Advising plan sponsors and fiduciaries on potential tax and fiduciary issues raised by premium stabilization reserves, retired lives reserves, and other reserves held under group insurance policies issued to employee welfare benefit plans.
Advising several of the largest in-house investment managers, with combined assets under management exceeding $150 billion, on fiduciary and prohibited transaction issues, including compliance with the INHAM class exemption and related audit requirements.
Advising an employee benefit investment manager and mutual fund advisor with more than $115 billion of assets under management on a wide range of fiduciary, prohibited transaction, disclosure, and investment issues in connection with its discretionary asset management services.
Advised a leading global fund-of-funds sponsor in connection with its acquisition of large portfolios of private equity interests in Europe and the United States.
November 16, 2015, Bloomberg BNA
Partners Richard Shea and Robert Newman are quoted in a BNA article discussing new rules governing hybrid pension retirement plans.
More transitional guidance is needed, according to Shea. “The rules finalized today only address how to transition from a noncompliant market rate of return. They do not address how to transition from plan provisions that do not ...
October 3, 2012, Inside Compensation
Qualifying UK employees and workers must be automatically enrolled in suitable pension schemes beginning October 1 in order to promote saving for retirement. Suitable pension schemes include defined contribution or defined benefit schemes. There is no obligation to enroll an individual who is already an active member of a qualifying employer scheme. Importantly, ...