Private Equity Compliance With ERISA: Navigating Manager Fiduciary Duties for Funds Holding ERISA Plan Assets

Ms. Gordon focuses her practice on welfare benefits including the Health Insurance Portability and Accountability Act (HIPAA) privacy components, the Employee Retirement Income Security Act (ERISA), the Public Health Service Act, the Internal Revenue Code, the Affordable Care Act (ACA) and its replacement legislation, and related federal and state laws and regulations. She is a fellow of the American College of Employee Benefits Counsel. Ms. Gordon regularly advises clients on their self-funded and insured health plans, wellness programs, and on-site clinics. She also works with service providers to structure these products for their plan customers.

Mr. Levin practices in the firm’s M&A and Securities Group and Employment and Employee Benefits Group. His practice covers a broad range of executive compensation and employee benefits matters, including the associated tax, securities, corporate, employment and labor issues. Mr. Levin's broad experience and understanding of prevailing "market" terms enables him to assist clients in designing practical and competitive compensation and benefits arrangements that meet the unique needs of the client. Mr. Levin serves as Chair of the Advisory Board and as former Chair of the Center for Transactional Law and Practice Advisory Board at the Emory University School of Law. He also serves as an adjunct professor at New York Law School and Emory University School of Law.

Mr. Ryan advises a variety of clients — publicly and closely held corporations, partnerships, governmental entities, tax-exempt foundations and sole proprietorships — concerning all aspects of employee benefits matters. These matters include representation involving the structuring, drafting, operation, amendment and termination of qualified and non-qualified pension, profit-sharing, stock bonus and employee stock ownership plans, individual retirement accounts, stock option plans and group life, disability, medical reimbursement, and other types of welfare plans. Mr. Ryan has particular expertise with the fiduciary aspects of ERISA. He regularly assists clients in developing investment products for the pension plan market, tailoring investment products for specific plan investors and analyzing the fiduciary duties, and prohibited transaction risks imposed by these investment structures, specific investment agreements or potential transactions on money managers.