CT-REQ-2660 Meet our new colleagues - Flipbook - Page 24
TA X
David C. Olstein
New York
David Olstein’s practice focuses
on the fiduciary responsibility
provisions of ERISA and the prohibited
transaction excise tax provisions of
the Internal Revenue Code.
He advises 昀椀nancial institutions, plan sponsors, and
investment committees on ERISA matters, including
compliance with ERISA’s 昀椀duciary duty and prohibited
transaction rules in connection with the investment of
pension plan assets. Additionally, David advises fund
sponsors on the application of ERISA’s “plan asset” rules
as they relate to the establishment and operation of private
investment funds. David is an active member of the ABA’s
Section of Taxation and the New York City Bar Association’s
Employee Bene昀椀ts & Executive Compensation Committee.
Table of
contents
24