|
|
Contact Information
-
One Battery Park Plaza
New York, NY 10004
US
|
|
S. John
Ryan
Publications
| Date | Title |
|---|
|
June 4, 2013
|
| |
Spring 2013
|
| |
March 14, 2013
|
| |
June 27, 2012
|
| |
February 22, 2012
|
Annexed is a memorandum on the New ERISA Section 408(b)(2) Regulation. If you have any questions or comments, please contact your primary attorney at Seward & Kissel LLP.
| |
January 26, 2012
|
As you may recall, ERISA clients and investors often request information from you in order to complete their Form 5500. Attached is a memorandum that outlines the Form 5500 Schedule C reporting obligations that typically affect an investment manager with ERISA clients and/or investors. Note that this reporting obligation affects all investment managers with ERISA clients/investors regardless of the plan assets status of their funds. The attached memorandum includes model disclosures you may use to provide your ERISA clients/investors with Schedule C information; we find it is often simpler to provide all ERISA clients/investors with a uniform disclosure rather than responding to each individual request. If you have any questions or comments, please contact your attorney at Seward & Kissel LLP.
| |
Fall 2011
|
| |
May 10, 2011
|
| |
December 17, 2010
|
On December 16, 2010, Congress passed a bill that, in addition to preventing an anticipated rise in income tax rates, will amend the estate, gift and GST tax rules in 2011 and 2012, the effects of which are discussed in the following bulletin.
| |
November 16, 2010
|
| |
May 14, 2010
|
| |
January 1, 2010
|
| |
February 24, 2009
|
| |
October 3, 2008
|
| |
August 10, 2006
|
A memorandum summarizing important changes to ERISA's 25% test and other ERISA provisions.
| |
August 25, 2005
|
S. John Ryan, John Cleary, Maureen Hurley, Robert Lustrin, Paul Miller, Steven Nadel, Anthony Nuland, Patricia Poglinco, Jack Rigney, John Tavss, Robert Van Grover, Gary Wolfe, Kathleen Clarke
| |
June 28, 2005
|
|
|
Education
-
J.D., New York Law School, 1987
-
LL.M., Boston University School of Law, 1988
-
B.A., The University of the South, 1982
|