Brian T. Ortelere

パートナー

Philadelphia 電話 +1.215.963.5150 Fax +1.215.963.5001

1701 Market St.//Philadelphia, PA 19103-2921//United States

New York 電話 +1.212.309.6850 Fax +1.212.309.6001

101 Park Ave.//New York, NY 10178-0060//United States

Brian T. Ortelere defends employee benefits litigation, including Employee Retirement Income Security Act (ERISA) class actions. Co-chair of the ERISA litigation practice, he litigates class action claims challenging the administration of 401(k) plans, cash balance plans, and employee stock ownership plans (ESOPs). With his victory in Renfro v. Unisys, Brian became the first US lawyer to defeat “401(k) excessive fee” claims on a motion to dismiss and to successfully defend the judgment in the US Court of Appeals. Brian is ranked among the top three ERISA litigators in the nation according to Chambers & Partners.

Brian also successfully tried the Unisys Savings Plan matter, the first application of ERISA section 404(c) at trial.

He frequently speaks on benefits topics and ERISA litigation at legal conferences and the Wharton School of the University of Pennsylvania.

受賞・所属

Member, Practice Group of the Year, Employment, Law360 (2017, 2019)

Band 1, ERISA Litigation, Nationwide, Chambers USA (2018–2021)

Ranked, Chambers USA: America's Leading Lawyers for Business (2006–2016, 2018)

Hall of Fame, Labor and employment - ERISA litigation, The Legal 500 US (2020, 2021)

Recommended, Labor and employment - ERISA litigation, The Legal 500 US (2012–2014, 2016–2019)

Lawyer of the Year, Litigation – ERISA, Philadelphia, The Best Lawyers in America (2020)

Recognized, Employee Benefits (ERISA) Law, Philadelphia; Litigation – ERISA, Philadelphia, The Best Lawyers in America (2005–2011, 2017–2022)

Recognized, Who’s Who Legal (2016)

Recognized, Pennsylvania Super Lawyers (2004–2010)

Recognized, Dispute Resolution, PLC Which Lawyer? Yearbook 2008

Member, Advisory Board of BNA's ERISA Compliance & Enforcement Library

弁護士登録

Pennsylvania
New York
Vermont
米国連邦最高裁判所
US Court of Appeals for the Second Circuit
US Court of Appeals for the Third Circuit
US Court of Appeals for the Seventh Circuit
US Court of Appeals for the Ninth Circuit
US District Court for the Southern District of New York

ロー・クラーク

Law Clerk to Judge William Hutchinson of the US Court of Appeals for the Third Circuit (1987 - 1988)

学歴

1986年 College of William & Mary (J.D.)
1983年 Muhlenberg College (A.B.)

セクター

ヘルスケア

取扱分野

地域

北米

イベント

5/18/2021 - ERISA Litigation Virtual Roundtable – Providers and Carriers Program

10/15/2020 - ERISA Litigation Virtual Roundtable: For Plan Sponsors

10/8/2020 - ERISA Litigation Virtual Roundtable: For Providers and Fiduciary Insurance Carriers

7/28/2020 - Managing Your 401(k) During a Pandemic

5/16/2019 - 2019 ERISA Litigation Roundtable

2/6/2019 - 2019 PLUS D&O Symposium on Wednesday

5/21/2018 - 2018 Annual Planning Meeting for the Retirement Advisor Council

8/31/2017 - Fast Break: ERISA

9/16/2015 - Hot Topics in Employee Benefits: What We’re Seeing – September 2015

8/12/2014 - Litigating Stock-Drop Claims After Dudenhoeffer: New Presumption Standard in Breach of Fiduciary Duty Claims

6/27/2014 - Moench on Trial: What the Supreme Court’s Fifth Third Ruling Means for ERISA Stock Drop and Other Prudence Claims

5/5/2014 - In-House Benefits Counsel Network’s Third National Conference

2/18/2014 - Anticipating the Outcome of Fifth Third on Fiduciary Breach Claims

12/4/2013 - 26th Annual ERISA Litigation Conference

9/9/2013 - ERISA Litigation & Regulatory Compliance Congress

6/18/2013 - Pension Risk Management: Important Lessons for the Corporate CFO

2/9/2012 - Thomson Reuters' 24th Annual ERISA Litigation Conference

2/17/2011 - West LegalEdcenter: 23rd Annual ERISA Litigation Conference

ニュース

5/31/2019 - Eye on ERISA: A Chat with Morgan Lewis’s Practice Chairs, Law360

2/7/2019 - Retirement Plan Lawsuits Often Target Company Boards, Business Insurance

11/2/2016 - Litigation Department of the Year – Working Together: Morgan Lewis Relies on Global Team, The Legal Intelligencer

1/2/2012 - Litigation Department of the Year, The American Lawyer

著書・論文

6/7/2017 - Church Plan Litigation: Church Affiliates Exempt, No Matter Their Maker

6/20/2016 - Why Should Hospitals with “Church Plans” Be Concerned Now?