The Hidden Employee Benefit Liabilities of Private Equity Investments

Tuesday, February 14, 2012
12:00 PM - 01:00 PM Eastern Standard Time

For a private investment fund, the employee benefit liabilities of any particular portfolio company may seem insignificant (relative to all of the fund's investments) and self-contained.

However, regulators and union-sponsored plans have taken the position that some types of employee benefit liabilities should extend on a "controlled group" basis. In such case, the benefit liabilities of one portfolio company could impact the assets of another portfolio company.

Please join us for a one-hour webinar discussing these types of potential hidden employee benefit liabilities and consequences for private equity funds and their portfolio company investments.

Topics to be discussed:

  • Factors that determine a "controlled group"
  • Current and past trends for controlled group determination
  • Employee benefit plan liabilities and consequences
  • Identifying and managing potential exposure to controlled group liabilities

Tuesday, February 14, 2012
12:00pm-1:00pm ET

Craig A. Bitman
Althea R. Day
Amy Pocino Kelly

CLE credit in PA and NY is currently pending approval.