Corporate trustees and other institutional fiduciaries benefit from the depth of our experience regarding the myriad requirements imposed by ERISA’s broad fiduciary standards and prohibited transaction constraints.

Our knowledge and experience permit us to structure bundled investment arrangements that protect our clients from fiduciary liability to the greatest possible extent when performing their duties, whether acting as a directed trustee or designing the investment menu.  We also have assisted these clients with respect to the permissibility of their fees under ERISA.  We help clients establish investment funds designed to attract plan assets, and we have substantial experience structuring and implementing investment transactions (particularly those involving alternative investments) using plan assets held in a fiduciary capacity.  Finally, we represent clients acting as independent fiduciaries in transactions where their participation is required to avoid fiduciary and prohibited transaction violations.