Jack Cleary, of counsel in Goodwin's Financial Industry practice, specializes in all aspects of ERISA and employee benefits and has over 35 years’ experience representing clients in connection with such matters. He has particular experience advising clients, primarily financial services institutions, on Title I of ERISA, including fiduciary, investment and prohibited transaction matters. In addition, Mr. Cleary counsels on establishing and operating collective investment fund vehicles for institutional investors, including VCOCs and REOCs, as well as developing a variety of new investment practices and products. He also teams with the firm’s ERISA litigators in defending such clients against ERISA claims.
Mr. Cleary has served as chair of the firm’s Partnership Committee and on its Executive, Management and Allocations Committees.
Since 2009, Mr. Cleary has been recognized at the top of his field in Chambers USA, where clients say he has “always been considered a superstar" in the employee benefits and compensation space.
Mr. Cleary has extensive experience dealing with the Department of Labor on ERISA matters, including prohibited transaction exemptions and advisory opinions, as well as DOL audits and enforcement actions, and he frequently represents trustees, investment managers and other fiduciaries concerning their fiduciary responsibilities under ERISA. His representative matters include:
Mr. Cleary is a member of the Employee Benefits Committee of the Tax Section of the American Bar Association, a past co-chair of the Employee Benefits Committee of the Boston Bar Association and a former director of the New England Employee Benefits Council and of Catholic Memorial School.
Mr. Cleary has been selected for inclusion in Chambers USA: America’s Leading Lawyers for Business, U.S. News-Best Lawyers and The Legal 500 U.S.
(magna cum laude)
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