ERISA Fiduciary

Navigating ERISA and its fiduciary responsibilities is a complex and technical affair. Clients benefit from partnering with counsel that is deeply familiar with the intricate issues involved.

ZAG-S&W regularly advises clients in the financial services industry on investment management agreements and structures pension plan investments to avoid ERISA where possible. This may use venture capital operating companies (VCOCs) or real estate operating companies (REOCs), as appropriate.

We also assist employers with a wide range of fiduciary and prohibited transaction issues that regularly arise in the operation of any retirement plan subject to ERISA. We also routinely advise employers on Department of Labor audits of retirement plans and welfare plans.

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