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Amicus Briefs

Shafer v. Morgan Stanley

Summary

Court:
U.S. Court of Appeals
(Second Circuit)

Amicus Issue:
Whether employees can retrospectively recast deferred compensation programs as “ERISA plans” and thereby be entitled, under ERISA’s vesting and anti-forfeiture rules, to payment of deferred compensation even if the employees leave before the awards have vested or otherwise fail to meet the agreed-upon terms of the awards.

Counsel of Record:
Orrick Herrington & Sutcliffe LLP

Michael Delikat
Robert M. Loeb
Alyssa Barnard-Yanni

Other Amici:
None.

PDF

Related Committee(s)

  • Amicus & Litigation Advisory Committee

Date

29

January

2025

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