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401(k) Plan Fiduciary Fundamentals

Transcripts  Transcripts    

Recorded on: Feb. 6, 2015

HOWARD PIANKO: You're going to be allowed into the intimacies of a conference room at the law firm, where Linda Haynes and myself-- we happen to be partners, and we're going to act like partners-- are discussing a request from a client that we do a defined contribution plan committee-- a fiduciary training session for them. And hi, Linda, how you doing? LINDA HAYNES: OK. How about you, Howard? HOWARD PIANKO: Well, here we go again. So where are ...

ERISA Fiduciary Investment Basics 2015

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From the program: ERISA Fiduciary Investment Basics 2015

Released on: Feb. 18, 2015

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 ...

Ethical Considerations: Knowing Your Client

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Recorded on: Feb. 6, 2015

HOWARD PIANKO: OK, well, welcome. We've got our last set of lawyers coming in, and a really top-notch law firm and outstanding quality lawyers. Shannon Barrett, who in the real world, is with the O'Melveny law firm. And Glenn Butash, who is with Alcatel-Lucent. And then this one-- I guess I get to be the client. And I'm the president and chief investment officer at this company, and I've decided to make a change in outside counsel. And Glenn and ...

Putting Yard-Man Out to Pasture: Supreme Court in Tackett Rejects Inference Regarding Vesting of Retiree Medical Benefits

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Recorded on: Feb. 25, 2015

Taken from the Web Program Putting Yard-Man Out to Pasture: Supreme Court in Tackett Rejects Inference Regarding Vesting of Retiree Medical Benefits recorded February, 2015 in New York. In 1983, the Sixth Circuit drew an inference that retiree health benefits are unlikely to be left up to future negotiations. Some have referred to this inference as the Yard-Man presumption, referring to the 1983 case that first set forth the inference. The effect ...

The Launch - Establishing a Plan Asset Fund

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Recorded on: Feb. 6, 2015

GRACE O'HANLON: It's my pleasure to introduce the chairs of today's program, Michael Albano and Howard Pianko. Michael is a partner in Cleary Gottlieb Steen & Hamilton's New York office. His practice focuses on executive compensation and benefits matters, including disclosure, governance, taxation, design, and negotiation of agreements and arrangements, as well as the executive compensation and benefit aspects of mergers and acquisitions, pension ...

The Plan Perspective

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Recorded on: Feb. 6, 2015

SPEAKER 1: OK. Welcome back after the break. We're moving on to our second panel, which will be looking at an investment in the fund. And we're going to look at it from the investor's point of view. On this panel, going from left to right-- David Olstein from Skadden, Alicia McCarthy from Wachtell and Jeff Ross from Fried Frank. And Jeff, are you going to take it off? JEFFREY ROSS: Yes, sure. So, thanks guys, for coming in. I appreciate you coming ...

Understanding Basic Financial Institution Activities

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Recorded on: Feb. 6, 2015

MICHAEL ALBANO: OK, so welcome back, everyone, from the break. We're going to get started with our next panel. This panel, as we indicated earlier in the morning, is more focused on some financial transactions and financial institution activities. Just to introduce the speakers, starting with my immediate left, we have Erin Rose Miner, who is vice president counsel at Credit Suisse. She's head of the ERISA Exec Comp and Benefits group. Erin Cho, who ...

Featured Faculty/Authors
Jae  Kim

Jae Kim ~ Senior Vice President and General Counsel, Rambus Inc.

Lori A. Richards

Lori A. Richards ~ Chief Compliance Officer, Asset Management Unit, JP Morgan & Co

Edwin E. Smith

Edwin E. Smith ~ Morgan Lewis & Bockius LLP