Photo of Agnes Kolbeck

Agnes is an associate in the Employee Benefits & Executive Compensation group. She primarily advises clients on compliance with the Internal Revenue Code, ERISA, Treasury regulations, DOL regulations and other applicable laws, with a focus on qualified retirement plans.

Her experience also extends to drafting plan documents and amendments, and completing various filings. In addition, Agnes collaborates with the ERISA litigation team, particularly in matters involving retirement plan class actions, litigation avoidance, and fiduciary responsibility.

Alternative assets are nothing new for retirement plans. Defined benefit plans have held private equity, real estate, and commodities for decades, and ERISA itself imposes no restriction on the types of assets a plan may hold. What is new is the push to bring alternative investments into the 401(k) world.

In a recent Thompson Hine