Elizabeth Belanger provides legal advice with respect to a wide variety of financial services products and providers, including registered mutual funds, investment advisers, broker-dealers, bank-sponsored collective trust funds, variable annuities, and insurance companies. Elizabeth has a specific focus on financial services products offered through defined contribution retirement plans and the unique issues that may affect those offerings.
Elizabeth regularly advises clients regarding compliance policies and procedures and related regulatory matters. She advises clients regarding the formation of registered mutual funds and unregistered bank collective trusts, and the development of registered and unregistered variable annuity contracts.
Prior to joining the firm, Elizabeth was Vice President and Associate General Counsel at Transamerica Retirement Solutions, where she provided advice regarding a variety of investment-related issues affecting retirement plan services.
Boston University School of Law, 1997, J.D.
Colgate University, 1993, B.A.
Awards and Affiliations
Member, ETF Law Firm of the Year, ETF.com (2019)
Member, Best ETF Legal & Compliance Firm, ETFexpress (2019)
Member, Practice Group of the Year, Asset Management, Law360 (2017)