Joseph Urwitz

Joseph Urwitz

McDermott Will & Emery

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Focus on Private Equity - July 2015

What Private Equity Funds Should Know About ERISA: Basics of ERISA Coverage - The Employee Retirement Income Security Act of 1974, as amended (ERISA) imposes numerous duties on fiduciaries holding employee benefit...more

7/22/2015 - 401k Asset Diversification Breach of Duty DOL Duty of Care Duty of Loyalty Employee Benefits ERISA Exceptions Fee Disclosure Fiduciaries Fiduciary Duty Former Employer Hedge Funds IRS Personal Liability Plan Documents Private Equity Funds Prohibited Transactions Stock Drop Litigation Stocks Transfer of Assets

The Directed Trustee in the Post-Dudenhoeffer World

Overview - Court cases challenging the actions of Employee Retirement Income Security Act fiduciaries have continued unabated since the scandal of Enron in 2002. Since then, a large number of cases are in the ‘‘stock...more

1/23/2015 - 401k Duty of Prudence ERISA ESOP Fiduciary Duty FIfth Third Bancorp v Dudenhoeffer Retirement Plan Securities Stock Drop Litigation Trustees

View From McDermott: Expanded In-Plan Conversion Opportunities Will Boost Roth 401(k) Balances

The number of defined contribution plans (including 401(k), 403(b) or 457(b) plans) with a Roth feature has grown significantly in recent years. Roth 401(k) is gaining popularity due in part to tax hedging or tax...more

4/10/2014 - 401k Income Taxes IRA Roth Conversions

IRS Expands Guidance on In-Plan Roth Conversions

Recent IRS guidance clarifies a number of outstanding questions regarding “in-plan conversions” of non-Roth balances to Roth balances in 401(k), 403(b) and governmental 457(b) plans. In particular, the guidance confirms that...more

2/4/2014 - 401k 403(b) Plans 457(b) Plans IRA IRS Roth Conversions

New Law Expands “In-Plan” Roth 401(k) Conversions

The American Taxpayer Relief Act of 2012 (the "fiscal cliff" bill) allows employers to amend 401(k), 403(b) and governmental 457(b) plans to permit participants to convert pre-tax account balances to Roth account balances. ...more

1/10/2013 - 401k American Taxpayer Relief Act Fiscal Cliff Income Taxes IRS Roth Conversions

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