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ERISA Plan Assets, Employer Securities & Use of Institutional Fiduciaries

Jones Day has represented real estate and private equity funds in all aspects of compliance with the Plan Assets Regulations for more than 20 years.

Over that time, it has developed a comprehensive and consistent view of the Plan Assets Regulation requirements as applied to a wide variety of acquisition structures, assets, management parameters and other operational issues. Jones Day also specializes in advising ERISA fiduciaries on how to manage the special risks associated with employer securities in 401(k) plans. We have developed a concrete framework for reducing company stock fund risk, advising many of the nation’s largest employers and leading independent fiduciaries. We also recognize that contributions of employer securities can help reduce pension funding obligations while preserving cash. Consequently, Jones Day is a leading adviser to both plan sponsors and independent fiduciaries regarding such contributions.

Featured Experience
Evan Miller
Daniel C. Hagen
New York