Publications
Side Letters and Vesting
October 2025 - Employee Benefit Plan Review
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In the latest Employee Benefit Plan Review, managing counsel Katrina Berishaj, chair of the firm’s ERISA and employee benefits practice, and associate Alex Reilly explore why side letters — common in private fund investing — may be unnecessary or burdensome when ERISA plans invest in mutual funds. They break down when ERISA applies and how advisers should respond.
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