Our attorneys advise employers, plan administrators, trustees, investment advisors and other plan fiduciaries regarding their fiduciary duties and liabilities, techniques for limiting such liabilities and allocation of fiduciary duties. We address fiduciary matters including prohibited transaction rulings, exemptions under ERISA and representation in DOL investigations or audits. 

Our attorneys advise employers, plan administrators, trustees, investment advisors and other plan fiduciaries regarding their fiduciary duties and liabilities, techniques for limiting such liabilities and allocation of fiduciary duties. We address fiduciary matters including prohibited transaction rulings, exemptions under ERISA and representation in DOL investigations or audits. 

  • ERISA Fiduciary Duty
  • Meeting Disclosure Requirements