Placements de prévoyance

Orrick's benefit plan investment lawyers have in-depth experience and expertise in all aspects of benefit plan participation in the capital markets.

Employee benefit plan assets constitute the largest pool of investment capital in the United States and worldwide. The financial future of millions is governed by complex legal restrictions designed to protect their interests. Though complex, the restrictions need not prevent benefit plans from being full-fledged participants in the world's financial markets. Seasoned legal advice is essential to successfully navigating these potentially dangerous waters.

We have long advised the largest manager of benefit plan assets on ERISA fiduciary issues. We serve as outside fiduciary counsel to several of the largest public and private sector retirement systems in the United States. Virtually every major investment banking firm has relied on our advice in structuring a wide array of investment products for customers investing ERISA-subject assets. We have unparalleled exposure to developments in the capital markets and are intimately involved in facilitating benefit plan investments in a manner consistent with applicable ERISA standards.

Orrick's Compensation & Benefits group regularly advises clients on:

  • Plan Asset Issues
  • QPAMs
  • INHAMs
  • Prohibited Transactions and Class and Individual Exemptions
  • Fiduciary Issues
  • Investment Education
  • Offshore Investments
  • Plan Expense Issues