Retirement Plans

Overview

Rules governing employer-sponsored retirement plans are numerous, occasionally overlapping and invariably complex. They may include ERISA, the Internal Revenue Code and state laws, and might implicate international laws and treaties for international employers. We help employers navigate this complex and changing landscape and its legal and operational impact on retirement plans.

We can help you design, implement and administer a broad spectrum of qualified and other tax-favored retirement plans, breaking down complexities and concerns to elemental issues. Our recommendations are practical as well as forward-looking, designed to satisfy legal compliance obligations while minimizing your risk of claims and potential exposure. We work closely with you and your service providers to establish administrative procedures and processes that help ensure plan compliance. And we counsel clients on related ERISA matters, including developing best-practice fiduciary governance structures, navigating the fiduciary litigation landscape and managing complex prohibited transaction issues. Should mistakes occur, we identify appropriate solutions and implement procedures to avoid their recurrence.

Insights & Events

Insights
发表文章 October 2025

The DOL’s Focus on Conflicts of Interest (Part 2)

Journal of Pension Benefits
1 min read
Blog Post October 2025

IRS Issues Final Roth Catch-up Rules and What You Need to Know

Spotlight on Benefits blog
1 min read
媒体报道 September 2025

Brad Campbell Discusses 401(k) Litigation With Wall Street Journal

1 min read
媒体报道 August 2025

Brad Campbell and Fred Reish Discuss ‘Trump Baby Accounts’ With Insurance News Net

1 min read
最新 August 2025

Presidential Order Instructs Regulators to Help Facilitate 401(k) Access to Alternative Asset Investments, Including Private Equity and Private Credit

Builds on Existing Regulatory Momentum; Collective Trusts and Closed-End Funds Expected to Play Key Roles in Facilitating Access for Plan Investors
16 min read
最新 August 2025

Thinking ESOPs: The Truth About ‘Conflicts’ Under ERISA

Anderson, et al. v. Intel Corp. Investment Policy Committee, et al., No. 22-16268 (9th Cir. May 22, 2025)
3 min read
媒体报道 June 2025

Brad Campbell Discusses the ESG Investing Rule Replacement in Law360

1 min read
媒体报道 June 2025

Philip Gutwein Talks ESOPs in Mergers & Acquisitions Space With The Indiana Lawyer

1 min read
Blog Post June 2025

Navigating Cryptocurrency Investments in Employer-Sponsored Retirement Plans

Spotlight on Benefits blog
1 min read
最新 June 2025

SEC Policy Change for Closed-End Funds Will Enhance Individual Access to Private Markets Investments

Including for 401(k) and IRA Investors
7 min read

Meet The Team

Meet The Team