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Podcast: Key Considerations for ERISA Plan Fiduciaries When Delegating Investment Authority
  • Proskauer Rose LLP
  • USA
  • January 18 2019

In this Episode of The Proskauer Benefits Brief, partner Ira Bogner and senior counsel Adam Scoll discuss the key considerations for ERISA plan


IRS Releases Interim Guidance on New Excise Tax on Executive Compensation Paid by Tax-Exempt Organizations
  • Proskauer Rose LLP
  • USA
  • January 14 2019

On December 31, 2018, the Department of the Treasury (“Treasury”) and the Internal Revenue Service (the “IRS”) released Notice 2019-09 (the “Notice”)


IRS Issues Limited Section 409A Relief to Pay Income Taxes on Pre-2009 Section 457A Deferrals
  • Proskauer Rose LLP
  • USA
  • December 19 2017

The Internal Revenue Service (the “IRS”) has issued Notice 2017-75 (the “Notice”), which provides certain limited relief from the strict requirements


Sun Capital Redux: Private Equity Fund Seeks Declaratory Judgment on Controlled Group Liability for Portfolio Company's Pension Liabilities
  • Proskauer Rose LLP
  • USA
  • October 25 2017

In light of the recent decisions by the U.S. Court of Appeals for the First Circuit and the U.S. District Court for the District of Massachusetts in


DOL’s Fiduciary Rule To Apply June 9th, Investment Managers and Advisers May Want to Take Action Now
  • Proskauer Rose LLP
  • USA
  • May 24 2017

The U.S. Department of Labor's (DOL) final rule significantly expanding when a person is considered to be a fiduciary under the Employee Retirement


Private Investment Fund Managers and Other Investment Advisers May Be Affected by the U.S. Department of Labor’s New Fiduciary Rules
  • Proskauer Rose LLP
  • USA
  • July 20 2016

On April 6, 2016, the U.S. Department of Labor (DOL) issued its highly anticipated final rule addressing when a person is considered to be a


Final DOL Fiduciary Rule - Q&As for Employers and Plan Sponsors on Investment Education
  • Proskauer Rose LLP
  • USA
  • May 3 2016

On April 6, 2015, the U.S. Department of Labor (Department) issued its final rule defining who is a fiduciary of an employee benefit plan under the


U.S. Department of Labor Finalizes Fiduciary Definition and Conflict of Interest Rule
  • Proskauer Rose LLP
  • USA
  • April 19 2016

On April 6, 2015, the U.S. Department of Labor (Department) issued its highly anticipated final rule addressing when a person is considered to be a


U.S. DOL To Issue Final Rule and Exemptions on Fiduciary Standards
  • Proskauer Rose LLP
  • USA
  • April 6 2016

Today, the U.S. Department of Labor will release its highly-anticipated Final Rule and Exemptions addressing when a person providing investment


Sun Capital Court Finds Co-Investing Funds Part of Controlled Group and Liable for Portfolio Company’s Pension Liabilities
  • Proskauer Rose LLP
  • USA
  • April 5 2016

District Court finds affiliated funds acted in de facto partnership which controlled portfolio company; Decision may be significant in making private