Kevin L. Walsh advises clients on a wide range of fiduciary matters and other issues involving benefit plans. His practice encompasses helping plan service providers comply with the Department of Labor’s fiduciary rules, working with them as they develop processes for and make investments, and helping them navigate the impact of Commodity Futures Trading Commission (CFTC), Office of Foreign Assets Control (OFAC), and SEC regulations. Kevin counsels clients primarily on issues related to Title I of ERISA, but also works with clients on the intersection of ERISA and other federal statutes. He assists insurers in obtaining guidance from the Department of Labor, and helps plan fiduciaries structure investments. He has also worked with plan service providers to structure the distribution of proprietary products in a manner that complies with ERISA’s prohibited transaction provisions. Kevin is also a member of Groom’s Policy and Legislation Group, where he leverages his deep legislative experience on behalf of clients by providing technical legislative drafting services and strategic advice on interacting with the legislative and executive branches. Previous Experience Legislative Assistant, Congressman Michael G. Oxley Clerkships Clerk, U.S. Court of Appeals for the Third Circuit Honors & Distinctions Ones to Watch, The Best Lawyers in America, Employee Benefits (ERISA) Law (2022)
Publications DOL Proposes to Significantly Tighten Prohibited Transaction Exemption Procedures Groom PublicationMarch 18, 2022
Publications DOL Threatens to Investigate Fiduciaries Over Cryptocurrency in 401(k)s Groom PublicationMarch 11, 2022
Publications Once More Unto the (Fiduciary) Breach – FACC Suit Against the DOL Groom PublicationFebruary 3, 2022
Publications The Supreme Court’s Northwestern Decision – A Win for Plaintiffs but a Possible Turn In the Tide? Groom PublicationJanuary 25, 2022
Publications IRS Shuts Down US-Malta Treaty-Based Pension Tax Shelter Groom PublicationDecember 30, 2021
Publications DOL Issues Supplemental Guidance on DC Plan Private Equity Investments Groom PublicationDecember 22, 2021
Publications DOL Proposes Rule Encouraging ESG & Proxy Voting, Reducing Documentation Requirements Groom PublicationOctober 15, 2021