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Choose One: Best Interest or Full Service

USA - April 26 2018 On April 18, the SEC approved the publication of three releases (the "Releases") proposing new regulatory requirements that are intended to expand and...

Ellen Holloman, Matthew Lefkowitz, Steven D. Lofchie, Dorothy D Mehta, Nihal S. Patel.


The Trump Administration: President Trump Issues Executive Actions on Dodd-Frank and the DOL “Fiduciary” Rule

USA - February 6 2017 On February 3, 2017, President Trump signed two executive actions intended to provide a framework for scaling back the Dodd-Frank Act (“Dodd-Frank...

Jacob Dachs, Jeffrey Robins, Steven D. Lofchie, Scott Cammarn, Lary Stromfeld, Nihal S. Patel.


The Trump Administration: Change By Appointment

USA - November 18 2016 The Trump Administration: Instituting Change The election of Donald J. Trump as the 45th President of the United States, along with the Republican...

Mark R. Haskell, Jacob Dachs, Martin Horowitz, Steven D. Lofchie, Scott Cammarn, Paul Pantano, Athena Y. Eastwood, Anthony M. Mansfield, Gregory George Mocek, Dorothy D Mehta, Maurine Bartlett.


Current Structuring May Not Shield Private Equity Firms from ERISA Liabilities

USA - April 14 2016 On March 28, 2016, the U.S. District Court for the District of Massachusetts held that two private equity funds within Sun Capital were jointly and...

Gillian Emmett Moldowan, Shane J. Stroud, Linda Z. Swartz, Robert A. Davis.


Sun Capital Partners decision expands the risk to private equity funds of incurring portfolio company pension liabilities

USA - August 28 2013 The First Circuit recently held that, in some cases, a private equity fund could be found to engage in a “trade or business,” and therefore be subject...

Robert A. Davis, Bronislaw E. Grala, James Kong, Daniel Mulcahy, Steven G. Eckhaus.