News & Press Releases
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When Retirement Plan Leakage Never Leaves the System
September 9, 2026
Michelle Capezza was featured in Fiduciary News discussing the administrative and fiduciary considerations associated with small-balance cashouts and automatic IRA rollovers in employer-sponsored retirement plans.
Michelle Capezza was quoted in Fiduciary News discussing plan sponsors' responsibility to oversee retirement plan service providers and understand the allocation of fiduciary duties under ERISA.
Robots on Wall Street: Non-Traditional Paths to Public Markets for Robotics Companies
August 14, 2026
Marc Mantell and Alok Choksi authored an article in The Robot Report examining how robotics companies are increasingly using de-SPAC transactions and reverse mergers as alternatives to traditional IPOs. Using recent transactions involving Agility Robotics and Serve Robotics as examples, the authors analyze the advantages and challenges of SPACs and reverse mergers as routes to the public markets for robotics companies.
Data Center Backlash Fogs Finance Picture For New Projects
August 14, 2026
Steven Shparber was quoted in Law360 discussing how growing community opposition and regulatory scrutiny are affecting the financing and development of data centers across the United States.
Time for a National Infrastructure Bank?
August 11, 2026
Chuck Samuels was featured in The Bond Buyer discussing proposals to establish a national infrastructure bank and the considerations surrounding its funding, administration, and role in infrastructure financing.
Is Your Plan Ready For The SECURE 2.0 Plan Amendment Deadline?
August 11, 2026
Michelle Capezza was featured in Fiduciary News discussing the approaching SECURE 2.0 plan amendment deadline, highlighting the importance of ensuring plan documents accurately reflect required and optional provisions implemented in practice and remain consistent with plan operations.
