What You Need to Know About ERISA - Mergers & Acquisitions

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 the impact that employee benefits and executive compensation can have on M&A transaction practice and the many issues that may be raised.

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.



Jeffrey Ross is an executive compensation and employee benefits partner resident in Fried Frank's New York office. Mr. Ross has experience with a wide range of benefits and compensation matters and the numerous federal and state laws that govern the field. In addition to assisting in the design and operation of various tax qualified, non-qualified, and equity-based compensation arrangements, he has counseled extensively regarding the ERISA issues relating to the organization and operation of private investment funds. Clients also frequently call upon Mr. Ross to advise on the employee benefits and executive compensation matters arising in connection with mergers and acquisitions and related transactions.

Mr. Ross is consistently recognized by Chambers USA: America's Leading Lawyers for Business as a leading individual in Employee Benefits and Executive Compensation. He is also consistently recognized by Legal 500 in Employee Benefits and Executive Compensation.

Mr. Ross earned a J.D. from New York University School of Law, where he served as Associate Casebook Editor of the Moot Court Casebook, and a B.A., cum laude, from Yale University. He is admitted to practice in New York.


Brian Robbins is a Partner and the Head of Simpson Thacher’s Executive Compensation and Employee Benefits Practice. He has extensive experience in the areas of executive compensation, employee benefits and ERISA and routinely advises the firm’s corporate clients in connection with compensation and employment matters and has represented numerous high-profile senior executives in connection with the negotiation of employment and termination agreements.

Mr. Robbins’ practice has included participation in numerous complex mergers and acquisitions, securities, and commercial banking transactions involving issues arising under Title I and Title IV of ERISA and related provisions of the Internal Revenue Code; the structuring and implementation of management equity arrangements, deferred compensation, and other executive compensation, employment and severance programs; advice with respect to tax, accounting and securities law issues related to the implementation of qualified and non-qualified compensation arrangements; and experience with respect to Title I fiduciary, plan assets, and prohibited transaction concerns arising in connection with venture capital investments and corporate transactions.

Mr. Robbins earned a J.D. from the Columbia University School of Law, where he was a Harlan Fiske Stone Scholar and an editor of the Columbia Journal of Law and Social Problems, and a B.A. from Amherst College.


Michael Segal is the senior partner in the Executive Compensation and Benefits Department of Wachtell, Lipton, Rosen & Katz. He counsels clients with respect to their compensation and benefit programs, particularly in connection with corporate mergers and acquisitions, joint ventures and other private and public business combinations. Mr. Segal has been recognized as one of the leading lawyers in the field, garnering the highest numerical rating from Chambers USA Guide to America’s Leading Lawyers for Business, and being included in New York Super Lawyers, Legal 500 and similar publications. He has lectured at the Columbia, Penn, Ohio State and Hofstra law schools.

Mr. Segal earned a J.D. from The Ohio State University College of Law, where he currently serves on the National Council, and a B.S., cum laude, from The Ohio State University.