Searching Content indexed under Fund Management/ REITs by McDermott Will & Emery ordered by Published Date Descending.
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New Italian Rules Allowing Direct Lending And Purchasing Of Claims By EU Alternative Investment Funds
Law Decree 14 February 2016, No. 18 (as converted by Law 8 April 2016, No. 49) expressly allows EU Alternative Investment Funds to carry out, under certain conditions, direct lending...
25 Aug 2017
Private Equity Compliance With ERISA: Navigating Manager Fiduciary Duties For Funds Holding ERISA Plan Assets
On February 28, Todd Solomon and Maureen O'Brien presented a Strafford live webinar, "Private Equity Compliance With ERISA: Navigating Manager Fiduciary Duties for Funds Holding ERISA Plan Assets".
United States
13 Apr 2017
Lessons For Hedge Fund Managers From The Government's Failed Prosecution Of Alleged Insider Trading Under Wire And Securities Fraud Laws
The Supreme Court stated clearly that the mere fact that a person receives material nonpublic information and then executes a trade based on that information does not constitute a crime.
United States
16 Aug 2016
Employee Benefits Innovators Roundtable: Fiduciary Update And The DOL Fiduciary Rule
The US Department of Labor's new fiduciary rule is aimed at financial advisors, including brokers, who provide retirement plan services.
United States
10 Jul 2016
401(k) Plan Sponsors And Fiduciaries Face An Alarming Number Of Stable Value Fund And Other Class Action Lawsuits
In the last several months, plaintiffs have filed multiple class action lawsuits against plan sponsors, plan fiduciaries and stable value fund providers.
United States
7 Jun 2016
DOL Releases Final Regulations To Expand ERISA ‘Fiduciary' Definition
After more than five years of development and revision, the US Department of Labor (DOL) released final regulations to redefine a "fiduciary" under the Employee Retirement Income Security Act...
United States
17 May 2016
Supreme Court Emphasizes Heightened Pleading Standard For Stock Drop Cases
On January 25, 2016, the Supreme Court of the United States issued a per curiam opinion in Amgen Inc. v. Harris...
United States
4 Mar 2016
DOL Clarifies Fiduciary Duties For Defined Contribution Plan Sponsors Offering Annuity Contracts
The availability of annuity options under defined contribution plans has increased in recent years due to the shift from defined benefit to defined contribution plans.
United States
2 Sep 2015
Focus On Private Equity - July 2015
The Employee Retirement Income Security Act of 1974, as amended imposes numerous duties on fiduciaries holding employee benefit plan assets.
United States
22 Jul 2015
View From McDermott: DOL Re-Proposes Regulations to Expand ERISA ‘Fiduciary' Definition
While the proposed regulations likely would have the greatest impact on the IRA marketplace, advisers to plan sponsors, and therefore plan sponsors themselves, are likely to be impacted.
United States
8 Jul 2015
Fiduciary Risks Involved In Transferring Assets From A Seller's 401(k) Plan To The Buyer's Plan
In many transactions, particularly those where the buyer is a portfolio company of a private equity fund, the buyer agrees to cause its 401(k) plan to accept a transfer of assets from the seller's 401(k) plan.
United States
3 Jun 2015
Cross-Border Direct Investing
As the mid-market private company transaction market heats up, family office investors will find themselves competing for deals with strategic acquirers and private equity funds.
United States
29 May 2015
Direct Investing: Considerations When Serving As A Family-Designated Director
A family office or family investment fund making a direct investment in a company often gets the ability to designate one or more directors to the company's board of directors.
United States
29 May 2015
Supreme Court Acknowledges Fiduciaries Have Continuous Duty to Monitor Plan Investments, Remove Imprudent Investments
The Supreme Court's silence on the legal framework for duty to monitor claims will have significant effects on participants, employers and plan fiduciaries.
United States
20 May 2015
DOL Provides Greater Flexibility For Distribution Of Annual Participant Fee Disclosure Effective Immediately
Because the DOL structured the amendment as a direct final rule, it could technically be withdrawn prior to June 17, 2015, if it generates significant adverse comments.
United States
22 Apr 2015
SEC No-Action Letter Permits Non-ERISA Retirement Plans To Issue Participant Fee Disclosures Without Violating Securities Laws
Sponsors of non-ERISA plans might want to consider providing fee disclosures to participants now that the SEC has extended relief from Rule 482.
United States
23 Mar 2015
REIT Spin-Offs: Recent Transactions And IRS Rulings
Several recent corporate spin-offs in the United States have involved real estate investment trusts (REITs).
United States
12 Nov 2014
IRS Ruling Allows Tax-Deferred Stock Rights For Fund Managers
The IRC restricts the ability of offshore funds domiciled in tax-indifferent jurisdictions to offer tax-advantaged deferred compensation to U.S. persons.
United States
25 Jun 2014
IRS Issues Another Significant Ruling On Spin-Off Of Real Estate
A corporation may distribute a subsidiary corporation holding the distributing corporation’s real estate assets to the distributing corporation’s shareholders in a tax-free "spin-off."
United States
6 Jun 2014
View From Mcdermott: What Private Equity And Hedge Funds (And Their Benefit Plan Investors) Should Know About ERISA
ERISA imposes numerous obligations on fiduciaries holding assets of employee benefit plans.
United States
30 May 2014
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