Morgan Lewis

Related Publications

02/08/12 ERISA Service Provider and Enhanced Participant Disclosures: Near-Term Requirements and Long-Term Consequences—408(b)(2) Final Regulations Released
(pdf)
02/08/12 Final DOL 408(b)(2) Disclosure Regulation
Final regulation provides a number of helpful clarifications and changes, but continues to impose what will be a highly burdensome disclosure framework.
12/16/11 IRS Offers Temporary Relief to IRA Owners; Awaits DOL Guidance
The IRS announces that, pending further action by the DOL, indemnification arrangements described in AO 2011-09A will not be considered prohibited transactions.
View all publications
Photo of I. Lee Falk

practice areas

practice accolades

Employee Benefits & Executive Compensation

Listed, Employee Benefits & Executive Compensation (Nationally) in Chambers USA (2010)

Listed, Tax: Employee Benefits & Executive Compensation in The U.S. Legal 500 (2010)

Private Investment Funds

Ranked, National Tier 1: Private Funds/Hedge Funds Law, U.S. News and Best Lawyers (2010)

honors + affiliations

Member, Philadelphia Bar Association, Tax Section, Employee Benefits Committee

Listed, The Best Lawyers in America (2008–2011)

bar admissions

  • Pennsylvania
  • New York
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I. Lee Falk
Senior Counsel

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Email: ilfalk@morganlewis.com
Philadelphia
1701 Market St.
Philadelphia, PA 19103-2921
Phone: 215.963.5616
Fax: 215.963.5001

I. Lee Falk is senior counsel in Morgan Lewis's Employee Benefits and Executive Compensation Practice. Mr. Falk has substantial expertise in all facets of employee benefits law and executive compensation matters and has considerable experience with a broad range of employee benefit and deferred compensation plans and programs, including tax-qualified pension and profit-sharing plans, qualified cash or deferred arrangements (401(k) plan), master and prototype plans, stock option and other incentive compensation and capital accumulation programs. A significant part of Mr. Falk's practice involves ERISA fiduciary and prohibited transaction matters for clients in the financial services industry and pension investments, including hedge funds and private equity funds, for large single employer and multiemployer plans. Mr. Falk also has extensive experience handling employee benefits aspects of corporate transactions, such as mergers and acquisitions, joint ventures, reorganizations, and loans and similar financing arrangements.

Mr. Falk is admitted to practice in Pennsylvania and New York.

education

  • Hofstra University School of Law, 1974, J.D.
  • State University of New York at Buffalo, 1969, B.A.