Practice Chair(s)
Overview
Review transactions with ERISA plan investors (401k plans, pension plans including Taft-Hartley plans, Keogh plans, IRAs, etc.) in pooled investment funds managed by private fund managers for compliance with applicable ERISA requirements including fiduciary responsibility, QPAM status, plan assets rule, prohibited transactions and exemptions therefrom. Review fund offering documents for provisions that address both ERISA plan investors and plan investors other than ERISA plan investors, such as US state and local government and foreign pension plans.
News
News
- Jeffrey Della Rocco, Lauren Herrera, Jack Li, Jason Patton and Karen Tate join Chamberlain HrdlickaMarch 17, 2022
- Best Lawyers in America® selects 54 Chamberlain Hrdlicka Attorneys for Recognition for 2022August 19, 2021
- Jillian Foerster, Katherine Noll and Lauren Parker named to San Antonio's Outstanding Women in LawScene in San Antonio, April 23, 2021
- Katherine Noll, Joshua Sutin, and Jaime Vasquez named to 2020 Top Attorneys by San Antonio MagazineSan Antonio Magazine, November 20, 2020
- Virtual This Year! Chamberlain Hrdlicka Virtual Annual Tax and Business Planning Seminar is November 10-12, 2020November 10, 2020
- Chamberlain Hrdlicka Attorneys Recognized by San Antonio Scene MagazineSan Antonio Scene Magazine, August 3, 2020
- Chamberlain Benefits Update - Benefits Issues for COVID-19 Workplace ChallengesMarch 31, 2020
- February 18, 2020
- November 6, 2019
- October 30, 2019
- August 15, 2019
- Article by Joshua Sutin on "Top 5 Challenges Too Many 401k Plan Sponsors Aren’t Aware of"Fiduciary News, December 4, 2018
- Chamberlain Hrdlicka Attorneys Ranked in Construction, Litigation – Construction, Eminent Domain & Condemnation, Employee Benefits (ERISA), Government Relations, Immigration, Tax, Litigation and Controversy - Tax, and Trust & Estates CategoriesAugust 2017
- Attorneys Ranked in Tax, Construction, Trust and Estates, Employee Benefits and Immigration CategoriesJune 22, 2017
Presentations
Seminars & Presentations
- The Houstonian on October 27, 2022
- November 10, 2020
- Free Webinar on New Legal Considerations for Opening Up Your Business During a PandemicOnline Webinar, June 11, 2020
- Free Webinar on Top Legal Traps for Opening Up Your Business in a PandemicOnline Webinar, June 3, 2020
- Free Webinar on Top Legal Traps for Opening Up Your Business in a PandemicOnline Webinar, May 28, 2020
- Free Webinar on Top Legal Traps for Opening Up Your Business in a PandemicOnline Webinar, May 21, 2020
- Wyndham San Antonio Riverwalk, November 6, 2019
- Norris Conference Center at City Centre, October 30, 2019
- 2019 Chamberlain Hrdlicka West Houston Tax Forum - Marriott WestchaseHouston Marriott Westchase, 2900 Briarpark Dr., Houston, Texas 77042, June 27, 2019
- The Houstonian - 111 North Post Oak Lane, June 26, 2019
- Chamberlain Hrdlicka San Antonio Tax Forum - May 29, 2019Club Giraud, 707 N. St. Mary's Street, San Antonio, Texas 78205, May 29, 2019
- Chamberlain Hrdlicka San Antonio Tax Forum - March 12, 2019Club Giraud, 707 N. St. Mary's Street, San Antonio, Texas 78205, March 12, 2019