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Employee Retirement Income Security Act (ERISA) › Real Estate Investment Trust

Procopio, Cory, Hargreaves & Savitch LLP

What to Expect from the SEC’s Examination Focus in 2024

Procopio, Cory, Hargreaves & Savitch LLP on

Investment advisers, broker-dealers, fund managers and other financial professionals could be impacted in 2024 by the U.S. Securities and Exchange Commission’s (SEC) continued focus on upcoming examinations. The SEC unveiled...more

Vinson & Elkins LLP

Department Of Labor Tells Plan Fiduciaries To Stay In Their Lane Regarding ESG Investing

Vinson & Elkins LLP on

On Tuesday, June 23, 2020, the U.S. Department of Labor (the “Department”) proposed a rule intended to “provide clear regulatory guideposts for plan fiduciaries in light of recent trends involving environmental, social and...more

Eversheds Sutherland (US) LLP

Between a REOC and a hard place - real estate development company is not a REOC

Eversheds Sutherland (US) LLP on

A legal dispute involving an Arizona real estate development company has led to a rare court decision considering the “real estate operating company” (REOC) exception under the “plan asset” regulations of the Employee...more

Morrison & Foerster LLP

Acquired Fund Fee Expenses and Business Development Companies

Morrison & Foerster LLP on

The requirement of the Securities and Exchange Commission (the “SEC”) for registered open-end funds to disclose “acquired fund fees and expenses” (“AFFE”) of other funds they invest in, including business development...more

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