Morgan Lewis

ERISA Litigation Publications of Interest

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Labor & Employment Practice

Litigation Department of the Year 2012 Finalist

Related Publications

12/09/11 Direct Action Theory: Should a Single 401(k) Participant Be Allowed to Sue on Behalf of All Participants Without Certifying a Class Action?, Benefits Law Journal , Vol. 24, No. 4
11/28/11 DOL Adopts Final Regulation on Exemption for Participant-Level Investment Advice
11/28/11 Significant Changes to San Francisco Health Care Security Ordinance Require Immediate Employer Action; ERISA Preemption Controversy Reopened
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Related News

02/13/12 Morgan Lewis Picks Up Dodd-Frank Pro, ERISA Partners, Law360
The arrival of new partners Marla J. Kreindler, Julie K. Stapel, and Michael M. Philipp is covered.
02/09/12 Morgan Lewis Continues Chicago Expansion with Two ERISA Fiduciary Partners
Morgan Lewis today announced that Marla J. Kreindler and Julie K. Stapel—two well-known ERISA fiduciary lawyers—have joined the firm as partners in its Employee Benefits and Executive Compensation practice, resident in Chicago.
07/25/11 Morgan Lewis Partner Testifies Before House Subcommittee on Impact of DOL’s Proposed Rules to Redefine “Fiduciary”
Donald Myers will testify regarding the Department's proposed rules to redefine who may be considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA).
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Practice Overview

Listed in the highest tier for National ERISA Litigation Practice in Chambers USA 2010 - noting Charles Jackson and Brian Ortelere as leading individuals
49 Publications Found
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11/17/09 ERISA Fiduciary Litigation, presented at the ABA JCEB 19th Annual National Institute on ERISA Litigation, Chicago

Presentation | Speech
Deborah Davidson, Emily Glunz

11/16/09 Employer "Stock Drop" Litigation Under ERISA, presented at the ABA JCEB 19th Annual National Institute on ERISA Litigation, Chicago

Presentation | Speech
Deborah Davidson

11/09/09 Department of Labor Issues Supplemental FAQs about the 2009 Form 5500 Schedule C Fee Disclosure Rules

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On October 23, the U.S. Department of Labor (DOL) released its much-anticipated guidance on how to complete the new Schedule C to Form 5500. The new Schedule C must be used to report certain direct and indirect compensation rec... more

October 2009 Round 2: Fiduciaries Again Defeat ERISA Stock Claims at Trial in Brieger et al. v. Tellabs, Inc., PLUS Journal, Vol. XXII, No. 10

Outside Publication | Article
Christopher Weals, Charles Jackson

09/15/09 Department of Labor Permits Use of Summary Prospectus to Meet Section 404(c) Prospectus Delivery Requirements

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On September 8, the U.S. Department of Labor (the DOL) issued EBSA Field Assistance Bulletin No. 2009-3, which addresses whether a plan fiduciary may use a mutual fund's summary prospectus to satisfy its prospectus delivery... more

July 2009 Retiree Welfare Benefits Litigation, BNA's ERISA Compliance & Enforcement Library

Outside Publication | Article
Gregory Braden, Christopher Weals

06/10/09 Fiduciary Responsibility Under ERISA, presented at the ABA 23rd Annual Institute on ERISA Basics, Chicago

Presentation | Speech
Deborah Davidson

April 2009 Third Circuit Employment Law Developments, Pennsylvania Bar Association Quarterly

Outside Publication | Article
Michael Ossip

02/20/09 ERISA Plan Fee Litigation and DOL Regulatory Developments, presented at the ABA Employee Benefits Committee, Section of Labor and Employment Law Midwinter Meeting

Presentation | Speech
Deborah Davidson

02/19/09 Major Victory for Morgan Lewis Client Deere & Company in Nationwide 401(k) Fee and Expense ERISA Class Action

LawFlash/Client Alert | Labor and Employment LawFlash
Labor and Employment Practice

Morgan Lewis recently secured a major victory for its client Deere & Company in a 401(k) "fee and expense" ERISA class action when, on February 12, the Seventh Circuit Court of Appeals affirmed the lower court's decision in ... more

02/11/09 Benefit Claims Update Pre-Conference Workshop, presented at the 21st Annual ERISA Litigation Conference, Orlando, FL

Presentation | Speech
Nicole Diller

11/13/08 ERISA for Money Managers, presented at the ERISA for Money Managers: An Interactive Workshop, Boston

Presentation | Speech
Craig Bitman, Jennifer Klass, Christopher Weals, Daniel Kleinman

10/24/08 ERISA Class Actions and Attorney Fee Issues, presented at the 21st Annual ERISA Litigation Conference, Las Vegas, NV

Presentation | Speech
Nicole Diller

08/19/08 Form 5500/ERISA 408(b)(2) Proposed Regulations Webinar

Presentation | Webinar
Daniel Kleinman

07/28/08 Department of Labor Proposes New Fee Disclosure Requirements for Participant-Directed Individual Account Plans

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On July 23, the Department of Labor (DOL) released proposed regulations that would, if adopted, impose new requirements for the disclosure of fee and expense information to participants in self-directed individual account plans ... more

06/04/08 Fiduciary Responsibility Under ERISA, presented at the 21st Annual ABA Institute on ERISA Basics

Presentation | Speech
Deborah Davidson

05/22/08 The Latest on ERISA 401(k) Litigation: What Plan Sponsors, Insurers, and Fiduciaries Need to Know in 2008 (Labor and Employment Spring Webinar Series)

Presentation | Webinar
Deborah Davidson, Gregory Braden, Brian Ortelere

This session on the latest ERISA 401(k) litigation was presented by Morgan Lewis attorneys Gregory C. Braden, more

May 2008 Supreme Court to Address Proper ERISA Review Procedures: Practical Advice for Plan Administrators, Bender’s California Labor & Employment Bulletin

Outside Publication | Article
John Richards

02/29/08 ERISA Plan Fee Disclosures: Legislative Proposals, DOL Regulatory Developments and Litigation, presented at the ABA Employee Benefits Committee, Section of Labor and Employment Law Midwinter Meeting, New Orleans, LA

Presentation | Speech
Deborah Davidson

01/31/08 DOL Determines That a Fiduciary’s Use of ERISA Plan Assets to Promote Political Positions Through Proxy Resolutions Risks Violating ERISA

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits

On December 21, 2007, the Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) issued an advisory opinion (2007-07A) stating that plan fiduciaries risk violating ERISA by utilizing pension plan asse... more

12/20/07 Department of Labor Finalizes Form 5500 Fee Disclosure Rules and Proposes Guidance for Contracts Between Plans and Service Providers Under ERISA 408(b)(2)

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On November 16, 2007, the Department of Labor (DOL) issued the final rule concerning revisions to the Form 5500 Schedule C fee disclosure for employee benefit plans. This final rule essentially adopted the proposed rule and is ... more

12/02/07 ERISA Remedies, presented at the Illinois Institute of Continuing Legal Education Seminar on ERISA Fiduciary Litigation

Presentation | Speech
Deborah Davidson

11/02/07 ERISA 401(k) Service Provider and Fee Litigation, presented at the 17th Annual ABA Institute on ERISA Litigation

Presentation | Speech
Deborah Davidson

06/21/07 ERISA Preemption and MA Healthcare Reform, presented at the U.S. Chamber of Commerce Employee Benefits Committee Meeting, Washington, D.C.

Presentation | Speech
Andy Anderson

05/01/07 Fiduciary Responsibility Under ERISA, presented at the 21st Annual ABA Institute on ERISA Basics

Presentation | Speech
Deborah Davidson

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