4 Cybersecurity Breach Suits Benefits Lawyers Should Watch - Ivelisse Berio LeBeau, Law360, July 22, 2022 (PDF)
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Mandated Benefits: 2022 Compliance Guide Mid-Year Update
Mandated Benefits: 2022 Compliance Guide Mid-Year Update – Ivelisse Berio LeBeau, Katherine Brustowicz, Dannae Delano, David Gabor, Virginia Peabody, Barry Salkin, Marcia Wagner and Roberta Casper Watson, Wolters Kluwer, July 2022
4 Takeaways As DOL Mulls Climate Risk For Retirees: Law360
4 Takeaways As DOL Mulls Climate Risk For Retirees – Law360, IvelisseBerio LeBeau, May 20, 2022 (PDF)
Are Brokerage Windows an Effective Way of Limiting Fiduciary Risk After Hughes v. Northwestern?
In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives offered on a...
Would A Brokerage Window Limit An ERISA Plan’s Fiduciary Risk?
Would A Brokerage Window Limit An ERISA Plan’s Fiduciary Risk? – Ivelisse Berio LeBeau, Barry Salkin and Mark Greenstein, Finanacial Advisor Mag, May 4, 2022 (PDF)
ERISA Considerations In Using Brokerage Window Investing – LAW360
ERISA Considerations In Using Brokerage Window Investing - Law360, March 10, 2022 (PDF)
Retirement Plans in Bankruptcy
Retirement Plans in Bankruptcy - Thomas Clark, Jr., Ivelisse Berio LeBeau, Israel Goldowitz and Jordan Mamorsky, Thomson Reuters Practical Law, November 5, 2021
Participant Directed Investments Through Brokerage Windows: The Last Frontier or a Trap for the Unwary?
By Ivelisse Berio LeBeau and Stephen Wilkes What should fiduciaries of participant-directed plans consider in deciding whether to allow participants to direct their own investments using arrangements loosely referred to as “brokerage windows”? The realm of ERISA plan...
Benefits Plan Sponsors Face A Tough Year On Compliance
View Printable PDF Given the chaos of 2020, many ushered in the new year with open arms. The pandemic, remote work and changing needs have created unique and novel challenges that have necessarily dominated employer attention in the past nine months. The pandemic...