What You Need to Know About ERISA - ESOPs and Other Plans

Price: $224 OnDemand


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This program is one out of 12 OnDemand programs designed for those who address issues related to employee benefits and executive compensation under the Employee Retirement Income Security Act (ERISA) and the federal tax laws, including attorneys in private practice, employee-benefits consultants, compensation managers and consultants, in-house counsel, human-resources personnel and providers of services to plans. This session includes a discussion of issues and special rules under ERISA and the Internal Revenue Code that relate to stock-based tax-qualified plans and other tax-qualified plans invested in employer stock.

A group of highly respected practitioners who are leaders in the field will provide a comprehensive overview of critical ERISA basics you need to know, ranging from the rules governing tax-qualified retirement plans, to fiduciary considerations applicable to plan assets, to design and implementation of programs relating to executive compensation, to the many developments surrounding health-care reform.

This program will provide you with the opportunity to hear about the latest developments in this constantly evolving area of practice.

These courses were originally part of a live event offered in October 2015. The event was co-chaired by Andrew Gaines, Partner at Paul Weiss, and Andrew Oringer, Partner at Dechert LLP. For information on future events on this topic please contact us at ProfessionalLearning@bna.com



Erin Turley is a partner at McDermott Will & Emery LLP and is a nationally recognized ERISA and ESOP attorney. Ms. Turley's ERISA practice focuses on ERISA compliance with respect to employee benefits, including qualified plans, nonqualified plans, and executive and deferred compensation and welfare benefit plans; and on regulatory compliance with the Internal Revenue Code, ERISA, COBRA, HIPAA, and PPACA. She advises employers in the design, implementation, and administration of tax-qualified and nonqualified retirement plans and health and welfare benefit plans and regularly represents clients before the Internal Revenue Service and the Department of Labor in audit and correction matters. Ms. Turley has advised employers with respect to issues raised in connection with corporate mergers, acquisitions, and divestitures as they relate to the various benefit plans maintained by the affected corporate entity or entities.

Ms. Turley earned an LL.M., with distinction, from Georgetown University Law Center, a J.D., magna cum laude, from Texas Tech University School of Law, and a B.A. from the University of Dallas. She is admitted to practice in Texas, including before the Supreme Court of Texas.


Ken Raskin is a partner and Chair of King & Spalding’s Employee Benefits & Executive Compensation Practice, resident in the firm’s New York office. His practice concentrates on executive compensation and employee benefits law, and he counsels clients in the creation, structure and communication of tax-qualified retirement plans and welfare benefit plans, assisting clients in maintaining IRS and ERISA compliance and in negotiating the resolution of qualification problems under the IRS’ and DOL’s compliance resolution programs. Mr. Raskin also assists clients in establishing and maintaining non-qualified plans of deferred compensation (e.g., “top-hat plans” and “ERISA-excess plans”) and in developing funding mechanisms for these plans such as “rabbi trusts.” He advises plan trustees, bank trust departments and other fiduciaries regarding ERISA and its investment requirements, and fiduciary issues and responsibilities. He provides transactional counsel in mergers and acquisitions regarding financings, takeover defenses and a variety of other transactions.

Mr. Raskin advises both corporate and individual clients on executive compensation issues and provides counsel in the design and negotiation of executive employment contracts, incentive compensation arrangements, stock option plans, non-compete agreements, severance arrangements and parachute plans. He also counsels investment fund sponsors, investing plans and lenders on the fiduciary and other implications of ERISA’s “plan assets” regulation. Mr. Raskin is nationally recognized for his expertise by Chambers USA, Best Lawyers in America, PLC Which Lawyer? and the Legal 500.  He is a frequent speaker and author, and he is often quoted in industry publications, including Bloomberg BNA’s Corporate Accountability Report.

Mr. Raskin earned a J.D. from St. Johns University, an M.B.A. from The State University of New York – Binghamton, and a B.A. from the University of Vermont. He is admitted to practice in New York.