Policy Development and Advocacy
Providing insight and guidance at the intersection of law, public policy, and institutional reform. Services include legislative review, policy design, and regulatory analysis in areas such as retirement income security, investment regulation, tax and fiscal policy. Work is grounded in deep legal and policy experience, published research and contributions to law reform.
Legal Advisory Services
Advising on the legal, regulatory, and governance aspects of retirement plans, compensation strategy and related tax issues, with adjacent capabilities in business management, corporate/commercial law, and employment law, bringing to bear a practical, results-focused and risk-intelligent approach that leverages deep multi-disciplinary expertise informed by experience.
Governance Advisory Services
Advising boards, trustees, and executive teams on the design and oversight of governance structures for retirement plans and related institutional arrangements. Services include fiduciary risk assessment, regulatory alignment, educational programs and strategic guidance on roles, responsibilities, governance process improvement and organizational effectiveness.