David Olstein

David regularly advises fund sponsors on the application of ERISA’s “plan asset” rules as they relate to the establishment and operation of private investment funds. From representing issuers and underwriters in connection with marketing securities to investors, to advising plan sponsors and independent fiduciaries in connection with the selection of annuity providers, David offers substantial experience at the intersection of ERISA and fiduciary responsibility.

David is an active member of the American Bar Association’s Section of Taxation and the New York City Bar Association’s Employee Benefits & Executive Compensation Committee. He was a contributing author to the BNA treatise ERISA Fiduciary Law, and has authored or co-authored articles that have been published in the Employee Relations Law Journal, Employee Benefit News and Thompson Reuters Practitioner Insights.

A source reports to Chambers USA, “David Olstein pairs superior client service with top-tier subject matter expertise – the exact combination you want from your lawyer.” Another reports, “he's thoughtful, diligent and willing to stake out an opinion on tougher matters.”

A source also reports to The Legal 500, “David Olstein is very detail oriented. His technical understanding and application of ERISA to complex fiduciary transactions is impressive. He leaves no stone unturned in delivering ERISA advice.”