Alex Freund

Invaluable Guidance for a Complex ERISA Fiduciary Review

Our company faced a daunting internal review of our 401(k) plan's fiduciary processes, a situation fraught with regulatory complexity and potential liability. We were referred to Alex Freund at Barack Ferrazzano, and it proved to be the best decision we could have made. While Alex's formal recognition in Employee Benefits (ERISA) Law was a reassuring credential, it was the practical, clear-eyed counsel we received that truly set the engagement apart. Alex possesses a rare ability to distill dense ERISA regulations into actionable business advice. He guided our committee through a meticulous review of our investment lineup and fee structures, anticipating Department of Labor audit focus areas we hadn't even considered. His background, honed at Northwestern and through focused practice in Illinois, was evident in his precise and strategic approach. Alex didn't just identify potential issues; he crafted pragmatic, compliant solutions that strengthened our plan's governance. The process was handled with utmost professionalism, yet Alex remained personally accessible, patiently answering every question from our board. The outcome was a thoroughly documented process that protects our company and, most importantly, our employees' retirement assets. We have gained not just a resolution, but a trusted advisor for future benefits matters.