Private Equity & Employee Benefits

In this white paper from Lockton Compliance Services, learn how a recent federal appeals court case could impact private equity funds and their portfolio companies for purposes of controlled group determinations under ERISA and maybe the federal Tax Code. From an employee benefits perspective, private equity funds and their portfolio companies could be drawn into the ‘danger zone’ when it comes to retirement and health plan discrimination testing, and even some health reform obligations.

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About thebenefitblog

Eric is a Producer at Lockton Insurance Brokers, Inc., the world’s largest privately held commercial broker. Eric has over 23 years of experience in the insurance industry and has spent the last 11 years with Lockton. Eric specializes in Health & Welfare Benefits, Retirement Planning, and Executive Benefits. Eric's clients utilize his expertise in the areas of Plan Due Diligence, Transaction Structure, Fiduciary Oversight, Investment Design, Compliance and Vendor negotiation to improve the operational & financial outcome for each client. The Benefit Blog is a place to share that expertise and industry news.
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