August 31, 2016 - News

Evercore Trust Company Chicago Event

A highlight of the Summer was an August evening we spent in Chicago with our ERISA colleagues and clients discussing recent ERISA developments. Alan L... More

August 31, 2016 - News

ABA Section of Taxation’s Joint Fall CLE Meeting

David Cohen will be presenting on three panels during the ABA Section of Taxation’s Joint Fall CLE Meeting in Boston in September 2016. In addit... More

May 12, 2016 - Speaking Engagements

PSCA’s 69th Annual National Conference

John Matelis participated in a panel discussion entitled “Company Stock Climate Change – Best Practices in a Post-Dudenhoeffer World&rdquo... More

October 15, 2015 - Speaking Engagements

David Cohen Presents on Company Stock Funds

David Cohen, Managing Director, participated in a webinar entitled “New Landscape for Oversight of Company Stock Funds” on October 15, 201... More

August 4, 2015 - Speaking Engagements

PLI Conference: ERISA 2015 – The Evolving World

William E. Ryan III, Managing Director and Chief Fiduciary Officer, co-chaired the August 2015 PLI Conference “ERISA 2015 – The Evolving W... More

April 1, 2014 - Speaking Engagements

PLI Pension Plan Investments 2014 – Current Perspectives Program

Ciara Burnham and David Cohen presented in a panel discussion at the Practicing Law Institute’s Pension Plan Investments 2014 Current Perspectiv... More

January 17, 2014 - Speaking Engagements

Pension Annuitization: Why a Plan Sponsor Should Consider an Independent Fiduciary

Bill Ryan, Chief Fiduciary Officer of Evercore Trust, discusses with Pensions & Investments, why a plan sponsor should consider an independent fid... More

January 14, 2014 - Speaking Engagements

The Committee on Investment of Employee Benefit Assets

Bill Ryan and John Matelis participated in a panel discussion on non-cash contributions at the January working group meeting of the Committee on Inves... More

October 4, 2013 - Speaking Engagements

Pension and Investment’s Pension Settlement Strategies Conference

Bill Ryan and Norman Goldberg will be featured speakers at Pension and Investment’s Pension Settlement Strategies Conference addressing de-riski... More

August 11, 2013 - Speaking Engagements

“ERISA Litigation and Regulatory Initiatives Review”

David Cohen moderated a panel at the ABA Annual Meeting in San Francisco, entitled “ERISA Litigation and Regulatory Initiatives Review.”

August 5, 2013 - Speaking Engagements

PLI “The Evolving World of ERISA 2013 – Employer Securities in Qualified Plans”

Bill Ryan spoke at this conference on employer stock issues in ERISA-covered plans.  A PDF of both the PowerPoint used, as well as a longer outli... More

March 4, 2013 - Speaking Engagements

2013 ASPPA 401(k) Summit

David Cohen participated in a panel at the ASPPA 401(k) Summit in Las Vegas discussing lessons learned from ERISA excessive fee litigation.

September 22, 2012 - Speaking Engagements

Fiduciary Outsourcing for Defined Contribution Plans — Background and an Evaluation Framework for Plan Sponsors

Norman P. Goldberg presented on a panel at the PSCA 63rd Annual National Profit Sharing/401(k) Conference and Exhibition.

March 21, 2012 - Speaking Engagements

Retirement Plan Enforcement

David Cohen participated in a webinar sponsored by ALI-ABA, entitled “Retirement Plan Enforcement Efforts.”

February 17, 2012 - Speaking Engagements

Developments in Fiduciary Regulation, Litigation and Legislation

David Cohen participated in panel discussions at the American Bar Association’s Section of Taxation Midyear Meeting in San Diego, CA, addressing... More

October 21, 2011 - Speaking Engagements

Fiduciary Regulatory Developments

David Cohen participated in a panel on updates in fiduciary regulatory developments at the American Bar Association’s 2011 Fall Joint CLE Meetin... More

September 27, 2011 - Speaking Engagements

DOL Disclosure Rules

David Cohen participated in a panel at the Fall Fly-In, Fiduciary Duties – Looking Ahead conference hosted by the Southern Employee Benefits Con... More

September 22, 2011 - Speaking Engagements

A Roundtable Discussion of Emerging Employee Benefits Issues

Gloria Pollack participated in the Employee Benefits Roundtable hosted by Seyfarth Shaw.

September 21, 2011 - Speaking Engagements

The Care and Nurturing of Company Stock in your 401(k) Plan in these Troubling Times

Chuck Wert participated in a workshop at PSCA’s 64th Annual National Conference held in Las Vegas, Nevada.

July 28, 2011 - Speaking Engagements

Litigation Settlements

Gloria Pollack and David Cohen participated in a panel discussion at The ERISA Roundtable.

July 26, 2011 - Speaking Engagements

The Effects of the New Fiduciary Rules

Chuck Wert participated in a panel discussion at the Western Benefits Conference.

July 14, 2011 - Speaking Engagements

IRS & DOL Enforcement: What You Need to Know

David Cohen participated in a panel discussion hosted by the Dallas-Fort Worth ASPPA Benefits Council.

May 26, 2011 - Speaking Engagements

Employer Securities in Qualified Plans

Norman Goldberg conducted a session at The Evolving World of ERISA – An Introduction conference sponsored by the Practising Law Institute.

January 13, 2011 - Speaking Engagements

Fiduciary Fallout: Educating Clients on Fiduciary Duties and Protecting Yourself

Chuck Wert participated in a panel discussion at the Los Angeles Benefits Conference.

April 13, 2010 - Speaking Engagements

Employer Stock as an Investment

Evercore Trust Company had senior management participation in a panel discussion at the Pension Plan Investments 2010 conference sponsored by the Prac... More

November 20, 2009 - Speaking Engagements

Non-Cash Pension Contributions

Norman P. Goldberg was invited to speak on a panel at the Annual Meeting of the Committee on the Investment of Employee Benefit Assets (CIEBA).