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Holland & Knight

Holland & Knight

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United States • Labor and employment

3

ERISA litigation

Holland & Knight is noted by one client for its ‘expertise in ESOP transaction litigation’. The group’s portfolio of clients includes plan sponsors, trustees, and plan administrators who rely on the team for advice on both class actions and investigations. Todd Wozniak in Atlanta leads the team and focuses on alleged violations of ERISA by ESOP fiduciaries. Splitting her time between West Palm Beach and Atlanta, Lindsey Camp is a seasoned ERISA trial attorney whose caseload spans breach of fiduciary duty, prohibited transactions, excessive fee claims, and plan termination disputes. Over in Chicago, Chelsea Ashbrook McCarthy has deep knowledge of financial-based litigation, including class actions involving ESOPs and 401(k) plans. A further name to note is Monica Perkowski in Atlanta, who continues to support the team closely.
Legal 500 Editorial commentary

Accolades

Client satisfaction: Billing & efficiency
Client satisfaction: Sector knowledge

Testimonials

Collated independently by Legal 500 research team.

  • ‘ERISA litigation is definitely a specialized practice area where experience is crucial. Holland & Knight does an excellent job keeping up with legal decisions and other developments pertinent to the practice area.’

  • ‘Chelsea Ashbrook McCarthy and Lynn Calkins have been very easy to work with. They have provided excellent, timely advice in understandable terms. They have also been very responsive and willing to meet with our mutual client. ’

  • ‘Subject matter expertise, practical knowledge of client operations. ’

  • ‘Friendly, knowledgeable, great advocates, good at developing multiple strategies. ’

  • ‘Expertise in ESOP transaction litigation’

  • ‘I worked with Chelsea McCarthy and Lynn Calkins primarily. Both communicated very well and explained each step in the litigation process.’

Key clients

  • Isagenix Worldwide, Inc.
  • Torgerson Properties, Inc.
  • Miguel Paredes and Prudent Fiduciary Services, LLC
  • Kruse Western, Inc.
  • Credit Union Retirement Plan Association
  • Tenneco, Inc.
  • Dollar General
  • HCA Healthcare Inc.
  • Rentokil North America

Work highlights

Representing client in a first-of-its-kind putative class action alleging that the Company’s COVID-19 vaccination and tobacco-free wellness programs program discriminates against participants on the basis of a health-status related factor in violation of ERISA § 702 and applicable regulations.
Defending several clients in a putative ERISA class actions relating to the use of forfeited employer contributions to offset future employer contributions in 401(k) defined contribution retirement plans.
Representing fiduciaries in putative class actions alleging breaches of ERISA fiduciary duties and engagement in ERISA prohibited transactions arising from the sale or acquisition of company stock held by the ESOPs.
Practice head

Todd Wozniak

Other key lawyers

Lindsey Camp; Chelsea Ashbrook McCarthy; Monica Perkowski; Lynn Calkins