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We are a “destination” practice for the discerning benefit and compensation plan consumer, service provider and trading partner.

We work tirelessly as a team to develop client-centered and outcome-oriented solutions. Whether it be for boards of directors, CEOs, management teams, counterparties, plan investors, fund managers, or plan fiduciaries, our attention to detail, our ease of explaining complex issues, and our zealous and adept advocacy makes our team stand out from the rest.

We provide comprehensive and creative advice regarding complex issues arising under all types of employee benefit, plan investment and compensation arrangements. Our team members are experts of distinction in all areas of employee benefits law. We advise some of the world’s largest investment managers on managing U.S. public and corporate plan assets, including through separately managed accounts, bank collective investment funds, insurance company separate accounts, and other pooled investment vehicles. We advise major investment banks, broker-dealers, FCMs and other financial market participants on securities, derivatives, real estate and other transactions involving public and corporate plan assets. We have particularly deep experience with alternative investments, including plan investments in real estate, private equity funds, hedge funds, and derivative contracts. We have worked on investment-related issues involving Taft-Hartley plans as well as public plans in all 50 States.

Employers and senior executives alike look to our team to design, negotiate and implement cutting edge compensation and benefits programs and solutions, so as to attract, incentivize and retain key personnel while protecting parties’ interests. Our team carefully handles tax, ERISA, corporate and securities issues relating to employee benefit and compensation arrangements in public and private mergers and acquisitions, asset sales, financial restructurings, joint ventures, spin-offs, lending arrangements and other commercial transactions. Our depth of experience in deferred compensation, equity and equity-based arrangements, employment, termination and retention, and change in control arrangements is first rate, and our counselors are regularly called on to provide artful solutions to issues arising under ERISA and Sections 409A, 457A, 280G, 83 and 162(m) of the Internal Revenue Code.  While our clientele includes employers and employees from all industries, our experience in the investment fund space gives us a particular edge when dealing with key employee arrangements at a fund manager or its portfolio companies.

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