Fiduciary & Prohibited Transactions

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Our group counsels plan sponsors, employers, plan administrators and trustees on fiduciary and prohibited transaction matters.

We are often called upon to assist in ERISA reporting and disclosure compliance and have represented our clients in Department of Labor investigations and audits. We also conduct internal audits for our clients regarding the status of their benefit plans' legal and fiduciary compliance.

Our attorneys counsel plan sponsors on prohibited transactions issues based on their understanding of ERISA's complicated fiduciary rules and the Department of Labor's prohibited transaction class exemptions.

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