Jean also regularly advises public and private companies and private equity clients in connection with executive compensation and employee benefits issues arising in the context of mergers, acquisitions, spin-offs, restructurings and similar corporate transactions. She advises banks, broker-dealers and other financial services clients on the fiduciary responsibility provisions of ERISA, including considerations associated with the structuring, developing and offering of financial products and services to ERISA plans. In addition, she represents investment managers, hedge funds and private equity funds and their principals in connection with fund structuring for ERISA and operational compliance with ERISA, providing counsel on fiduciary responsibility, prohibited transaction, VCOC, REOC and other plan assets issues.
Jean helps employers, management and plan fiduciary committees, design and administer tax-qualified pension plans, health and other welfare plans, and counsels them on their fiduciary compliance responsibilities and the handling of claims and litigation.
Jean is a chapter author of the Section 409A Handbook (BNA Books 2010).