Chambers Review
Provided by Chambers
Chambers Guide to the USA
Employee Benefits & Executive Compensation - New York
Individual Editorial
Josh Lichtenstein is highly regarded by asset managers for advice on ERISA Title I matters.
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+1 212 841 5788Share profile
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Provided by Josh Lichtenstein
Josh Lichtenstein is an ERISA and benefits partner in New York who heads the firm’s ERISA fiduciary practice. Josh focuses on finding creative and practical solutions to issues involving the investment of plan assets in a constantly evolving asset management landscape. He advises banks, asset managers, private wealth platforms, large pension plans and other institutions on the ERISA issues that have emerged or found prominence in recent years, including:
- the DOL’s evolving fiduciary standards and definitions
- the changing landscape of DOL guidance on plan investments and environmental, social and corporate governance (ESG) considerations
- fiduciary governance best practices and litigation risks (including plan investment menu design)
- developing new products to provide 401(k) and retail investors with exposure to private equity and alternative investments
- representing and advising clients in connection with DOL examinations
- conflicts of interest for credit funds and funds engaging in secondary transactions
- ERISA restrictions on holding certain securities
Josh is also frequently approached by the press as an authority on these matters.
Provided by Chambers
Josh Lichtenstein is highly regarded by asset managers for advice on ERISA Title I matters.
Provided by Chambers
ERISA is itself quite niche but he has niche knowledge within this area and there's nothing he's not comfortable and familiar with.
Josh Lichtenstein is deeply experienced and he brings a highly practical, investment management-oriented approach.
Josh is very responsive, smart and good at thinking through the practical issues that come up.
Josh Lichtenstein offers practical advice and makes complex issues easy to understand.
ERISA is itself quite niche but he has niche knowledge within this area and there's nothing he's not comfortable and familiar with.
Josh Lichtenstein is deeply experienced and he brings a highly practical, investment management-oriented approach.
Josh is very responsive, smart and good at thinking through the practical issues that come up.
Josh Lichtenstein offers practical advice and makes complex issues easy to understand.