Publications
Article
Key Insights from DealCatalyst Conference: Trends in Private Credit and Direct Lending
May 14, 2026Client Alert
DOL Proposes Rule on Investment Prudence, Introduces Safe Harbor to Facilitate Alternative Assets in 401(k) Plans
April 8, 2026Publications
Guaranteed Retirement Income
November 2025 – Employee Benefit Plan ReviewPublications
Side Letters and Vesting
October 2025 – Employee Benefit Plan ReviewPublications
Structuring Crypto Exchange-Traded Funds
June 2, 2025 – Employee Benefit Plan Review
Publications
Reducing Costs
January 28, 2025 – Employee Benefit Plan ReviewPublications
Pension Derisking Options Employee Benefit Plan Review
September 23, 2024Publications
Texas Courts Halt U.S. Department of Labor’s Fiduciary Rulemaking Package
September 23, 2024 – Employee Benefit Plan ReviewPublications
Courts Halt U.S. DOL Fiduciary Rulemaking Package
August 14, 2024Client Alert
Fifth Circuit Sends DOL’s ESG Rule Back to District Court
July 24, 2024Publications
Defined Contribution Retirement Plans: Chatting with Josh Anderson
May 23, 2024 – Employee Benefit Plan ReviewPublications
Employee Stock Purchase Plans
May 7, 2024 – Employee Benefit Plan ReviewPublications
What to Consider When Offering a Brokerage Window
November 7, 2023 – Employee Benefit Plan ReviewPublications
Ensuring Governance Structures Supporting Retirement Plans Are Sound
October 17, 2023 – Employee Benefit Plan ReviewPublications
Delegating Grantmaking Authority
August 28, 2023 – Employee Benefit Plan ReviewPublications
SECURE 2.0 Act: Auto-Portability
March 20, 2023 – Employee Benefit Plan ReviewPublications
Family-Building Benefits
February 7, 2023 – Employee Benefit Plan ReviewPublications
Reductions In Force: Cobra and Internal Revenue Code Considerations
January 20, 2023 – Employee Benefit Plan ReviewClient Alert
Key Takeaways of the SECURE 2.0 Act
January 11, 2023Client Alert
U.S. Department of Labor Proposes Substantial Amendments to QPAM Exemption
August 1, 2022Client Alert
Deadline to Comply with DOL Investment Advice Exemption Fast Approaching
December 3, 2021Client Alert
DOL Grants New Extension of Investment Advice Rulemaking
October 26, 2021Client Alert
New DOL Proposal May Be ERISA’s Zero-to-One ESG Moment
October 20, 2021Client Alert
Cybersecurity and Related Legal Risks Come Home to ERISA Plans
June 14, 2021Client Alert
Springtime DOL Updates
May 5, 2021Client Alert
DOL Issues Guidance on 2020 Investment Advice Exemption
April 14, 2021
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