About

Provided by Morgan, Lewis & Bockius LLP

Our Employee Retirement Income Security Act (ERISA) and employee benefits litigation team defends clients in class action suits, complex matters alleging breaches of fiduciary duties, and litigation related to health, welfare, and pension benefits. Our clients are plan sponsors, fiduciaries, service providers, custodians, insurers, and others involved in employee benefits plan and plan asset administration. We represent clients across many industries, including the financial services, insurance, governmental, retail, technology, telecommunications, transportation, aviation, manufacturing, and nonprofit sectors, including religiously affiliated entities.

Our litigators work side by side with lawyers who have experience with a host of US federal labor and employment laws, as well as state labor laws. We also collaborate frequently with securities and investment management lawyers on plan investment and regulatory issues that arise in employee benefits litigation. Morgan Lewis serves as approved fiduciary liability class action panel counsel for several major fiduciary liability insurance carriers, and carriers for whom we are not panel counsel often accept us as counsel.


Chambers Review

Provided by Chambers
ERISA Litigation - USA - Nationwide
1
Band 1
What the team is known for

Morgan, Lewis & Bockius LLP is a preeminent ERISA litigation practice with considerable size and reach across the USA. The firm advises on the full spectrum of contentious ERISA issues related to 401(k) plans. It is also at the forefront of representing clients in the education sector in ERISA litigation involving 403(b) retirement plans.

Work Highlights

Provided by Morgan, Lewis & Bockius LLP
  • Morgan, Lewis & Bockius LLP secured the dismissal of a putative class action against Northwell Health in the US District Court for the Eastern District of New York.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers
Brian T Ortelere
1
Brian T Ortelere
1
Band 1

Brian Ortelere is cochair of the firm's ERISA litigation practice. He excels at handling ERISA class actions involving 401(k) and 403(b) retirement plans.

"Brian's a preeminent defence-side attorney and a real leader in this area."

"He is an excellent lawyer and service provider."

Jeremy P Blumenfeld
1
Jeremy P Blumenfeld
1
Band 1

Jeremy Blumenfeld is recognized for his expert handling of ERISA class actions. He acts on behalf of plan sponsors and investment managers, among others.

"Jeremy's service, sophistication and professionalism are excellent. He is truly a top notch attorney."

"Jeremy has broad ERISA knowledge and very good instincts for forecasting where things might be going."

Deborah Davidson
2
Deborah Davidson
2
Band 2

Deborah Davidson frequently handles class actions arising out of 403(b) and 401(k) plans.

"She is always responsive to our outreach and keeps us updated on relevant developments."

"She has encyclopedic recall in this space."

Ranked Lawyers at
Morgan, Lewis & Bockius LLP

Provided by Chambers
Filter by
Band

USA - Nationwide

ERISA Litigation

Brian T Ortelere
1
Brian T Ortelere
1
Band 1
Jeremy P Blumenfeld
1
Jeremy P Blumenfeld
1
Band 1
Deborah Davidson
2
Deborah Davidson
2
Band 2

Members

Provided by Morgan, Lewis & Bockius LLP