Robert P.Flanagan

Rob routinely counsels boards of directors, trustees, investment committees, plan administrators, and plan fiduciaries on their duties and responsibilities under federal law. In this role, he assists investment fiduciaries with the legal implications of all aspects of managed investments and financial instruments. His guidance encompasses conflicts of interest, prohibited transactions, proper trust fees and expenses, and dispute resolution. He has also conducted numerous compliance audits and training sessions for investment and administrative committees. Robert also advises professional investment managers regarding their status as qualified professional asset managers and their duties under federal law for selecting, allocating, recommending, negotiating, monitoring, and the disposition of client investments.

Additionally, Rob counsels his clients on a wide variety of employee benefit plan matters, including the design, drafting, and administration of 401(k) plans, cash balance plans, and traditional pension plans, as well as health and welfare plans.

Rob has extensive experience guiding employers through all stages of the procurement process for large third-party consulting and service contracts, and he has obtained cutting-edge contract terms on behalf of his clients.

Rob has represented clients in disputes and negotiations with the Internal Revenue Service, Department of Labor and Pension Benefit Guaranty Corporation, and related federal litigation. He also assists companies with the employee benefits issues that arise in mergers and acquisitions.