| ERISA: The Evolving World 2013 Table of Contents |
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| Chapter 1: ERISA: The Evolving World—2013, First-Day Introduction (PowerPoint Slides) |
Andrew Oringer ~ Dechert LLP
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| Chapter 2: Introduction to Tax-Qualified Plans (May 24, 2013) |
Susan P. Serota ~ Pillsbury Winthrop Shaw Pittman LLP
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| Chapter 3: Introduction to Tax-Qualified Plans (PowerPoint Slides) |
Susan P. Serota ~ Pillsbury Winthrop Shaw Pittman LLP
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| Chapter 4: Happily Ever After?—Investment Funds That Live with ERISA, for Better and for Worse |
Andrew Oringer ~ Dechert LLP
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| Chapter 5: Coverage Requirements and Minimum Participation Standards for Qualified Plans |
David M. Glaser ~ Patterson Belknap Webb & Tyler LLP
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| Chapter 6: Vesting |
Jed W. Brickner ~ Latham & Watkins LLP
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| Chapter 7: Distributions from Qualified Plans: The Basic Rules |
Susan E. Bernstein ~ Schulte Roth & Zabel LLP
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| Chapter 8: 401(k) Plan Fundamentals (PowerPoint Slides) |
Serena Simons ~ The Segal Company
Leonard Hirsh ~ Citi
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| Chapter 9: Survey of Certain Reported Subprime Cases and Certain Related Litigation |
Andrew L. Oringer ~ Dechert LLP
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| Chapter 10: The Evolving World of ERISA 2013: An Introduction (PowerPoint Slides) |
Bruce A. Cadenhead ~ Partner & Chief Actuary—US Retirement
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| Chapter 11: Introduction to Fiduciary Responsibilities and Prohibited Transactions |
Arthur H. Kohn ~ Cleary Gottlieb Steen & Hamilton LLP
Ira G. Bogner ~ Proskauer Rose LLP
Joel I. Krasnow ~ Milbank, Tweed, Hadley & McCloy LLP
Erin K. Cho ~ Davis Polk & Wardwell LLP
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| Chapter 12: Determination Letters/IRS and DOL Correction Programs |
Kenneth A. Raskin ~ King & Spalding LLP
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| Chapter 13: IRS Determination Letters and IRS and DOL Correction Programs (PowerPoint Slides) |
Kenneth A. Raskin ~ King & Spalding LLP
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| Chapter 14: Selected Reporting and Disclosure Requirements for ERISA Benefit Plans |
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
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| Chapter 15: Survey of Certain Recent Cases Involving Allegations of Fiduciary Breaches Regarding the Investment of Employer Stock |
Andrew L. Oringer ~ Dechert LLP
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| Chapter 16: ERISA Litigation (May 20, 2013) |
Nicholas Pappas ~ Weil, Gotshal & Manges LLP
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| Chapter 17: The Evolving World of ERISA 2013: An Introduction |
Max J. Schwartz ~ Sullivan & Cromwell LLP
Regina Olshan ~ Skadden, Arps, Slate, Meagher & Flom LLP
Colleen M. Hart ~ Jones Day
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| Chapter 18: Employee Benefits Issues in Mergers & Acquisition Transactions—Qualified Plan Alternatives |
Michael J. Segal ~ Wachtell, Lipton, Rosen & Katz
Elizabeth Pagel Serebransky ~ Debevoise & Plimpton LLP
Brian D. Robbins ~ Simpson Thacher & Bartlett LLP
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| Chapter 19: Employee Benefits Issues in Mergers & Acquisition Transactions Due Diligence and Identifying Compensation and Employee Benefits Issues |
Michael J. Segal ~ Wachtell, Lipton, Rosen & Katz
Elizabeth Pagel Serebransky ~ Debevoise & Plimpton
Brian D. Robbins ~ Simpson Thacher & Bartlett LLP
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| Chapter 20: The M&A Transactional Practice (PowerPoint Slides) |
Michael J. Segal ~ Wachtell, Lipton, Rosen & Katz
Elizabeth Pagel Serebransky ~ Debevoise & Plimpton LLP
Brian D. Robbins ~ Simpson Thacher & Bartlett LLP
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| Chapter 21: Establishing a Health and Welfare Benefit Plan: Issues to Consider |
Harvey D. Cotton ~ Ropes & Gray
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| Chapter 22: Survey of Certain Reported Items Relating to Voluntary Employees’ Beneficiary Associations for Retiree Health Liabilities |
Andrew L. Oringer ~ Dechert LLP
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| Chapter 23: The Effect of a Release on an ERISA Claim on Behalf of a Plan (May 2013) |
Andrew L. Oringer ~ Dechert LLP
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| Chapter 24: The Small Firm Perspective |
Adam E. Faber ~ Law Office of Adam E. Faber LLC
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| Chapter 25: The Small Firm Perspective (PowerPoint Slides) |
Adam E. Faber ~ Law Office of Adam E. Faber LLC
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| Index to ERISA: The Evolving World 2013 |
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