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ERISA Fiduciary Investment Basics 2014

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From the program: ERISA Fiduciary Investment Basics 2014

Released on: Feb. 19, 2014

This course provides an introduction to the basics of ERISA fiduciary law using a case-study vehicle.  In this year’s program, you will learn about the principal issues in ERISA’s regulation of plan investments through a case study of a hypothetical plan asset hedge fund exploring entry in the plan marketplace and a plan investor considering such an alternative investment.   The program also will utilize a hypothetical fiduciary training ...

ERISA: The Evolving World 2014

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From the program: ERISA: The Evolving World 2014

Released on: Aug. 18, 2014

A working knowledge of the Employee Retirement Income Security Act’s (ERISA) framework is crucial for lawyers, HR practitioners and other professionals in the area of employee benefits and compensation planning. Our experienced faculty of leading practitioners will discuss a broad array of topics, including the basic regulatory framework, the types of plans covered, the requirements for intended tax treatment, fiduciary responsibilities and other ...

Fifth Third Bancorp v. Dudenhoeffer: Supreme Court Eschews Moench Presumption, but Recognizes Limitations on Stock-Drop Litigation Under ERISA 2014 (Audio-only)

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Released on: Aug. 11, 2014

Taken from the briefing Fifth Third Bancorp v. Dudenhoeffer: Supreme Court Eschews Moench Presumption, but Recognizes Limitations on Stock-Drop Litigation Under ERISA 2014 recorded July, 2014.The Supreme Court has decided the long-awaited case of Dudenhoeffer v. Fifth Third Bank. In Dudenhoeffer, the Court declines to recognize a presumption in favor of the acquisition and holding of company stock under an employee stock ownership plan, or "ESOP," ...

Bitcoins - Retirement Plan and IRA Investment in Digital Currencies

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Recorded on: Feb. 27, 2014

Taken from the briefing Bitcoins - Retirement Plan and IRA Investment in Digital Currencies recorded February, 2014.The use of bitcoins - the nascent digital form of currency - for purposes of the purchase of good or services has so far been relatively tiny, but reportedly growing. Its novelty and its potential as an investment asset has resulted in considerable media attention. Illiquidity, speculation, and other factors have driven large ...

Broker-Dealer Advisory Services 2014: Current Legal and Compliance Issues Facing Dual Registrants -- Dual-Registrant Advice in the Retirement Marketplace

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From the program: Broker-Dealer Advisory Services 2014: Current Legal and Compliance Issues Facing Dual Registrants

Recorded on: Feb. 22, 2014

Taken from the Web Program Broker-Dealer Advisory Services 2014: Current Legal and Compliance Issues Facing Dual Registrants recorded February, 2014 in New York.Lecture Topics  [01:01:02]Dual-Registrant Advice in the Retirement Marketplace  [01:01:02] What it means to be an ERISA Fiduciary ERISA Fiduciary Duty Redefinition IRA Rollovers DOL’s Exam and Enforcement Trends The purchase price of this segment includes the following ...

California Employment Law Update 2014

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From the program: California Employment Law Update 2014

Released on: Sep. 30, 2014

PLI’s California Employment Law Update addresses the issues confronted by employment law advisers, litigators and human resources management and professionals, with particular emphasis on California State law considerations. This program combines a comprehensive review of case law and regulatory developments, an in-depth analysis of emerging issues, and practical guidance about best practices to maximize employment law compliance, mitigate legal risk ...

Compensation Challenges in Corporate Transactions

Transcripts  Transcripts    

Recorded on: Sep. 16, 2014

JEANNEMARIE O'BRIEN: I'll start quickly we need to make some introductions. Jeannemarie O'Brien. And we have Elizabeth Drigotas here, who's principal in the DC office of Deloitte Tax LLP. And she focuses on employee benefits and executive compensation. Her practice primarily is in the area of non-qualified deferred compensation and equity compensation, including in the context of M&A. We-- ELIZABETH DRIGOTAS: I didn't know you were going to ...

Hot Issues in Executive Compensation 2014

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From the program: Hot Issues in Executive Compensation 2014

Released on: Sep. 26, 2014

As the economy shifts and the legislature, SEC and shareholders respond, the design, implementation and disclosure of executive compensation undergoes continual change. In this program, experts in the area - from major corporations, the SEC, the IRS and shareholder activist groups, as well as from leading law, and consulting firms - will lead you through the emerging best practices and the current reactions to the changing landscape.Lecture ...

Pension Plan Investments 2014: Current Perspectives

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From the program: Pension Plan Investments 2014: Current Perspectives

Released on: Apr. 15, 2014

Experienced practitioners in the area of pension investment law, together with senior representatives of the Department of Labor, will give their perspectives and illuminate issues on current topics and recent developments. Continued statutory, regulatory and market changes ensure a full agenda of new developments to be debated and analyzed by the panelists. The Dodd-Frank financial reform legislation brought a new regulatory structure for pension ...

Controlled Group Exposure to ERISA Pension Liabilities: Sun Capital, PE Funds and Beyond 2014 (Audio-only)

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Released on: Jan. 30, 2014

Taken from the briefing Controlled Group Exposure to ERISA Pension Liabilities: Sun Capital, PE Funds and Beyond recorded January, 2014.In the most talked-about ERISA case of 2012, the First Circuit Court of Appeals held that a private equity fund could be regarded as a "trade or business" for purposes of the ERISA rules which make all "trades and businesses" in a "controlled group" liable for each other's underfunded pensions and multiemployer ...

Corporate Governance & Compensation

Transcripts  Transcripts    

Recorded on: Sep. 16, 2014

JEANNEMARIE O'BRIEN: I'll start to introduce and make introductions. OK? We are very happy to have Linda Rappaport here. She's a partner in Shearman & Sterling. She's the practice group leader emerita of the executive comp and employee benefits group and a founding member of the firm's corporate governance advisory group. I, again, have the pleasure of working with her frequently. And I'm very happy she was able to come. And we have Charles Elson ...

Dual-Registrant Advice in the Retirement Marketplace

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Recorded on: Feb. 22, 2014

CLIFFORD KIRSCH: OK, and welcome to our next panel. We're going to look at advice offered in the retirement marketplace. And it really is an absolute pleasure to welcome Jason Roberts. And I'm going to turn over the podium to Jason. Jason is the CEO, Chief Executive Officer, at Pension Resource Institute. And PRI, Pension Resource Institute, provides strategic consulting, education, and technology based solutions for retirement plans, service providers, ...

Ethical Considerations When Counseling Boards, Compensation Committees, Companies and Executives

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Recorded on: Sep. 16, 2014

JEANNEMARIE O'BRIEN: As we get our panelists, I'll begin to introduce them. We have Rob Rachal with us, who is senior counsel specializing in ERISA litigation, employee benefits, and executive comp. You can read his experience really with qualified plan fiduciary work in his profile. We have Charmaine Slack, who is a partner in the New York office of Jones Day, in the employee benefits and executive compensation practice group. She advises clients ...

I Write the Rules that Make the Whole Claim Untimely - Supreme Court Holds in Heimeshoff that Contractual Statutes of Limitations Under an ERISA Plan are Controlling 2014 (Audio-only)

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Released on: Feb. 5, 2014

Taken from the briefing I Write the Rules that Make the Whole Claim Untimely - Supreme Court Holds in Heimeshoff that Contractual Statutes of Limitations Under an ERISA Plan are Controlling recorded January, 2014.On December 16, 2013, the Supreme Court decided the case of Heimeshoff v. Hartford Life & Accident Insurance Co. In Heimeshoff, the Supreme Court considered the question of whether provisions in a disability plan's insurance policy that ...

Labor, Employment and Benefits Legal Issues When Buying and Selling Companies

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Recorded on: Mar. 13, 2014

Taken from the briefing Labor, Employment and Benefits Legal Issues When Buying and Selling Companiesrecorded March, 2014.Buying and selling companies, especially in New York City, raises a number of difficult legal and practical issues that transactional, compensation and employment lawyers – both in-house and outside counsel – must navigate successfully for their clients.Listen to Samuel Estreicher, Laurence M. Moss and Ronald E. Richman of ...

Labor, Employment and Benefits Legal Issues When Buying and Selling Companies 2014 (Audio-only)

Transcripts  Transcripts    

Recorded on: Mar. 27, 2014

AMY TAUB: Thank you. Hello. My name is Amy Taub. And I'm a program attorney with PLI. I would like to welcome you to today's briefing, Labor, Employment, and Benefits Legal Issues When Buying and Selling Companies. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing ...

Legal Issues in Managing Global Compensation: What US-Based Managers Need to Watch Out For

Transcripts  Transcripts    

Recorded on: Sep. 16, 2014

REGINA OLSHAN: OK, well welcome back, everyone, from lunch. And we will start with always a very intriguing topic about legal issues that arise in managing global compensation, particularly what a U.S. based manager needs to know about those issues. We have another very high powered panel here. The giggling doesn't help the intros. But anyway, so we have Al Giardina who's tax partner at PricewaterhouseCoopers and is the practice leader of their international ...

Medical Provider Claims and ERISA Litigation

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Recorded on: May. 9, 2014

Taken from the briefing Medical Provider Claims and ERISA Litigation recorded May, 2014.Litigation between medical providers and ERISA plans (including their insurance companies) raises a number of complex legal issues that litigators – including plaintiffs’ counsel, defense counsel, and insurance company in-house counsel – must navigate carefully to achieve a successful outcome. Lecture Topics  [Total Time: 01:05:43]In this Briefing, ...

Medical Provider Claims and ERISA Litigation 2014 (Audio-only)

Transcripts  Transcripts    

Recorded on: May. 22, 2014

AMY TAUB: Hello, my name is Amy Taub. And I am a program attorney with PLI. I would like to welcome you to today's briefing, Medical Provider Claims and ERISA litigation. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the course materials tab in the program ...

Muni Bonds, Pensions and Financial Disclosures: Compliance, Litigation and Regulatory Trends

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Recorded on: Feb. 24, 2014

Taken from the briefing Muni Bonds, Pensions and Financial Disclosures: Compliance, Litigation and Regulatory Trends recorded February, 2014.At a time when unfunded pension and health care obligations are accelerating the budgetary crisis for some municipalities, experts fear that current problems are the tip of the iceberg. A new focus on accounting rules, the quality of disclosure to muni bond investors and the due diligence practices ...

Muni Bonds, Pensions and Financial Disclosures: Compliance, Litigation and Regulatory Trends 2014 (Audio-only)

Transcripts  Transcripts    

Recorded on: Mar. 5, 2014

AMY TABB: Hello. My name is Amy Tabb, and I'm a program attorney with PLI. I would like to welcome you to today's briefing, Muni Bonds, Pensions, and Financial Disclosures: Compliance, Litigation, and Regulatory Trends. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing, and, time permitting, they will be addressed. Please remember ...

Pay Trends

Transcripts  Transcripts    

Recorded on: Sep. 16, 2014

GRACE O'HANLON: It's my pleasure to introduce you to the chairs of today's program, Jeannemarie O'Brien, and Regina Olshann. Jeannemarie is a partner in the New York law firm of Wachtell, Lipton, Rosen, and Katz, where she is active in the firm's mergers and acquisition practice, focusing on the executive compensation, employee benefits aspects of transactions, with a particular emphasis on transactions involving financial service institutions. Regina ...

Performance-Based Executive Compensation: Governance and Litigation Considerations for Employers, Directors, Institutional Investors and Their Counsel

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Recorded on: Jun. 25, 2014

Taken from the briefing Performance-Based Executive Compensation: Governance and Litigation Considerations for Employers, Directors, Institutional Investors and Their Counsel recorded June, 2014.In recent years, activist shareholders and regulators have become increasingly vocal about linking executive pay to performance at the same time that finding executive talent has become more challenging. Without a clearly articulated policy about ...

Performance-Based Executive Compensation: Governance and Litigation Considerations for Employers, Directors, Institutional Investors and Their Counsel 2014 (Audio-only)

Transcripts  Transcripts    

Recorded on: Jul. 10, 2014

AMY: It's now my pleasure to turn this briefing over to Dr. Susan Mangiero. SUSAN MANGIERO: Thank you, Amy and the Practicing Law Institute for providing a venue about this important topic. And Jeff, having seen his slides, I know the audience will learn a lot today from your comments about the legal landscape. As shown in slide four, our briefing topics will address new regulations such as say on pay mandates, increasing shareholder agitations ...

Featured Faculty/Authors
Rebecca Walker

Rebecca Walker ~ Kaplan & Walker LLP

K. Susan Grafton

K. Susan Grafton ~ K&L Gates LLP

Garner K. Weng

Garner K. Weng ~ Hanson Bridgett LLP