Craig Spenner has more than 20 years of experience advising a wide range of clients on ERISA and executive compensation issues, including ERISA plan asset rules, the prohibited transaction rules and exemptions, corporate transactions, compensation plans, and employment and separation agreements.

He provides counsel to plan sponsors across industries while also advising domestic and international investment managers and fund clients on fiduciary issues arising in connection with the investment of employee benefit plan assets, including advising on the “25% test,” venture capital operating company and real estate operating company issues, and other issues related to ERISA plan asset regulations. His extensive experience includes the following:

• U.S. Corporate Pension Plans: advising on ERISA Title I issues and prohibited transaction issues in connection with various investments and side letter negotiations.
• U.S. Asset Managers and Broker-Dealers: advising on various ERISA Title I issues, prohibited transaction exemptions and fiduciary responsibilities in connection with various transactions.
• Executive Compensation: advising numerous U.S. and non-U.S. companies on U.S. compensation arrangements, agreements and plans.
• Capital Markets: advising on ERISA Title I and Title IV issues in various credit agreements, securities offerings, ISDAs and other related arrangements.
• Private Funds: advising on ERISA Title I issues in connection with structuring and operating the fund and various fund vehicles.

In addition, Craig advises clients on issues related to Form 5500 filings and 408(b)(2) disclosure.