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Fiduciary Issues |
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PBGC, Bankruptcy & Corporate Transactions |
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"ERISA
Fee Transparency: New DOL Rules for Service Provider Disclosures," Nell Hennessy, Priscilla Ryan, Erin Sweeney, Sponsored by the Thompson Publishing Group, February 6, 2008. |
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"Pensions for Sale," Presented at the ABA Tax Section Employee Benefits Committee Meeting, May 10, 2008. |
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"401(k) Fees: Risks and Exposure," Lawrence Fine, Stephen Lucke, and Nell Hennessy, Presented at the PLUS
Employment Practices &
Fiduciary Liability Symposium, May 2007 Outline and PPT Presentation |
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"Multiemployer Pension Plan Funding and Withdrawal Liability," Presented at the 2008 Great Lakes Benefits Conference, April 3, 2008. |
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"Charged with
Overcharging: Class Action
Lawsuits Filed Against
Employers in Connection
with Common 401(k)
Practices," Jim Boudreau, Nell Hennessy, and Susan Hoffman, Presented at the Littler Conference, April 2007. |
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"Defined Benefits in Corporate Transactions," presented to the ABA M&A National Institute on Employee Benefits in M&A Transactions, March 19, 2008. |
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"New DOL Guidance on Providing
Investment Advice to 401(k) Plan
Participants," Nell Hennessy and Martha Priddy Patterson, Sponsored by the Thompson Publishing Group, April 2007. |
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"Pension Protection Act of 2006
Funding and Benefit Restrictions
(Effective 2008 or later)," Presented at the ABA Tax Section Midwinter Meeting, January 18, 2008. |
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"Follow the Money:
DOL Initiatives and Litigation on
Service Provider Revenue Sharing," Christopher J. Rillo
Nell Hennessy, and
Lynn L. Sarko, March 2007. |
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"Defined Benefit Plans: Funding, Termination, and Withdrawal," Chapter 10, Employee Benefits Answer Book (2007)(with Harold Ashner), 2007. |
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Automatic Enrollment Provisions of the Pension Protection Act of 2006, Nell Hennessy, March 2007. |
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"Auto Sector Pension/Healthcare Restructuring Issues," Power Point Presentation at JP Morgan Lunch Meeting, July 11, 2007. |
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Case Study: Trust Advisors Stable Value Plus Fund, Nell Hennessy, October 2006. |
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"Sec Fair Fund Settlements Relating To The Mutual Fund Trading Scandals," published in the September 2007 Newlstter of the ABA Section of Labor and Emplyment Law's Employee Benefits Committee, September 2007. |
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Testimony Before the ERISA Advisory Council
Working Group on Select Issues of a Procedurally Prudent
Investment Process, Nell Hennessy, September 21, 2006. |
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Sept. 1, 2006: ABI Podcast interview featuring Nell Hennessy regarding dynamic issues at play in workouts and bankruptcies with large pension liabilities, and highlight the changes coming due to the new pension law. |
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"ERISA and Litigation Settlements Involving Employer Securities and Mutual Funds," (PDF) Reproduced with permission from BNA Pension & Benefits Reporter, August 1, 2006). Copyright 2006 by The Bureau of National Affairs, Inc. (800-372-1033). |
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"Bankruptcy-Related Provisions
of the Pension Protection Act of 2006," (PDF) American Bankruptcy Institute Journal, November 2006. Reprinted with permission from the ABI
Journal, Vol. XXV, No. 9, November 2006. |
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"ERISA
and Litigation Settlements Involving Employer Securities and Mutual
Funds," ABA Teleconference, July 17, 2006. (PDF) |
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Case Study: Trust Advisors Stable Value Plus Fund, Nell Hennessy, October 2006. |
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ERISA
and Securities Litigation Settlements by Nell
Hennessy and Marc
I. Machiz, June 2005. (PDF) |
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"Shutdown and Pay Up," by Laura Rosenberg, AIRA Journal, Vol. 20, No. 3, August/September 2006. |
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"ERISA
Fiduciaries and the Mutual Fund Scandals," September 7, 2004.
(PDF) |
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"Understanding PBGC's Role in Bankruptcy," The Journal of Corporate Renewal, August 2006. |
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"Update
on Fiduciary Issues: AICPA National Employee Benefit Plans Conference," AICPA National Employee Benefit Plans Conference, May 4, 2004. (PDF) |
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Summary
of the Funding and Benefit Restriction Provisions of the Pension
Protection Act of 2006. (PDF) |
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"The
Prudent Plan Fiduciary's Response to the Mutual Fund Scandal," AFP Exchange, Association for Financial Professional,
January/February 2004. (PDF) |
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"PBGC
in Workouts and Bankruptcy Reorganizations,"
March 2006. (PDF) |
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"Understanding
DOL’s New Class Exemption for the Release of Claims and Extensions
of Credit in Connection With Litigation," (PDF) Reproduced
with permission from BNA Pension & Benefits Reporter, January
13, 2004). Copyright 2004 by The Bureau
of National Affairs, Inc. (800-372-1033) |
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The
Pension Woes of US Legacy Airlines," by Laura Rosenberg and
Bill Beyer, INSOL World, Third Quarter 2005, pp. 19-20 |
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"Fiduciary
Fundamentals Under ERISA," Aon Consulting
and Fiduciary Counselors, 2002 (PDF) |
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"Fasten
Your Seat Belt. We Are Encountering Pension Turbulence" by
Laura Rosenberg and Bill Beyer August 2005. (PDF) |
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"Employee
Benefits and Executive Compensation Provisions
in the New Consumer Bankruptcy Act," May 2005 (PDF) |
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"Shutdown
and Pay Up", Published with permission from the AIRA
Journal, (Vol. 19, No. 1) April/May 2005 (PDF) |
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"Cash
or Credit: The Administration's Proposal to Make Companies with Junk
Credit Ratings Put Extra Cash into Their Pension Plans",
March 1, 2005 (PDF)
Reproduced with permission
from BNA Pension & Benefits Reporter, Vol. 32, No. 9, pp. 519-523
(March 1, 2005).
Copyright 2005 by The Bureau
of National Affairs, Inc. (800-372-1033) |
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"Glossary
of Key Terms for Employee Benefits in Bankruptcy," May
2004. (PDF) |
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"Weathering
the Perfect Storm", Workspan Magazine, May 2003.
(PDF) |
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