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Showing 1 - 25 of 43 Results

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Proposed Form 5500 Overhaul in the Trump Administration: An Insight into the Minds of the Regulators

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  On-Demand One-Hour Briefing    

Recorded on: Feb. 3, 2017

Taken from the briefing Proposed Form 5500 Overhaul in the Trump Administration: An Insight into the Minds of the Regulators recorded February, 2017 in New York. As government resources shrink, the agencies responsible for employee benefit plan compliance and enforcement are becoming increasingly dependent on plan sponsor self-disclosure and reporting through the Form 5500 Annual Information Return/Report for Employee Benefit Plans. The Department ...

Proposed Form 5500 Overhaul in the Trump Administration: An Insight into the Minds of the Regulators

Transcripts  Transcripts    

Recorded on: Feb. 4, 2017

AMY TAUB: Thank you. Hello, my name is Amy Taub, and I'm a program attorney with PLI, a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise, as well as preparing them to fulfill their pro bono responsibilities. I would like to welcome you to today's briefing, proposed Form 5500 overhaul in the Trump administration and insight into the minds of the regulators. Before I ...

Cool Compensation Considerations for the Private Company: Pay, Performance and Perspectives

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Cool Compensation Considerations for the Private Company 2017: Pay, Performance and Perspectives

Released on: Mar. 16, 2017

This program is specifically designed to bring leading experts to discuss cutting edge advanced developments on compensation and other “reward” practices for the non-publicly traded company.  Compensation design and the legal and commercial issues they raise can be among the most complicated and novel in the field.  Financially distressed companies, private equity funds and portfolio companies, startups, and closely-held mature ...

83, 409A, 457A, 280G and Other Code(d) Letters—the Private Equity Experience

Transcripts  Transcripts    

Recorded on: Mar. 13, 2017

STEVEN W. RABITZ: OK, everybody. Welcome back. We have another extraordinary panel to round us out for this morning. This is a great group of the practitioners. We're going to focus on-- I call the coded letters, with all the code references. But it's basically a bigger, deep dive into the private equity experience. To my immediate left, I have my good friend, Jon Lewis, who's a partner at Debevoise. He works in a variety of different areas relating ...

Executive Compensation for the Non-Publicly Traded Company: Comparisons, Contrasts, Trends and New Issues

Transcripts  Transcripts    

Recorded on: Mar. 13, 2017

STEVEN RABITZ: So with that, I think what I'm going to do is begin our first panel, which I'm very excited about. And again, this panel is setting the table, providing their insights about what's different about private company executive compensation. And with that, I'm going to introduce the panel and the speakers. So to my immediate left is Erin Bass-Goldberg. Erin is a managing director at FW Cook and she has over 20 years of executive compensation ...

“Carrying On” About Carried Interest Plans? Partnership Equity Based Compensation

Transcripts  Transcripts    

Recorded on: Mar. 13, 2017

STEVEN W. RABITZ: There's nothing cooler about cool compensation for private companies than this panel. Many, all three actually, need no specific introduction. But I'm going to go through the formalities in any event. To my immediate left is Rob Fleder who is a distinguished practitioner in executive compensation and in ERISA. Lawyers in America called him, without question, the dean of the bar in his practice area globally, period. I don't know ...

ERISA Fiduciary Investment Basics 2017

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: ERISA Fiduciary Investment Basics 2017

Released on: Mar. 24, 2017

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 will also utilize a hypothetical fiduciary training ...

Ethical Considerations: Knowing Your ERISA Client

Transcripts  Transcripts    

Recorded on: Mar. 21, 2017

HOWARD PIANKO: OK, thank you. And everybody, it's been a long day. We have one more session, of our ethics session, and hopefully you think that the style we've adopted for this program, which is intended to be more interactive and more creating these little scenes to provide a platform-- it's a little bit, seems like a little bit more inviting than just lecturing at everybody sitting out there. And so, we're going to continue that same structure ...

401(k) Plan Fiduciary Fundamentals

Transcripts  Transcripts    

Recorded on: Mar. 21, 2017

HOWARD PIANKO: OK, we're back. As I mentioned earlier this morning, we're going to turn the attention to the defined contribution world now. That's an area which has probably seen the most active litigation in the last 10 to 12 years, 15 years, in the ERISA area. And it's worth understanding not just the flavor of the litigation, but also what are the underlying fiduciary, what are the underlying ERISA concepts involved. And again, how do we get from ...

The Plan Perspective

Transcripts  Transcripts    

Recorded on: Mar. 21, 2017

SPEAKER 1: Welcome back, everyone. We can get started on our next session, which is going to look at the perspective of investing in plan asset fund and looking at it from the perspective of a company and the company's chief financial officer and-- JEFF ROSS: Investment officer. SPEAKER 1: Investment officer, and his questions concerning making an investment in a plan asset fund. I'd like to introduce my colleagues here on this panel. To my left ...

The Launch – Establishing a Plan Assets Fund

Transcripts  Transcripts    

Recorded on: Mar. 21, 2017

ALICIA C. MCCARTHY: Well, welcome back, everybody. We're going to start our next panel, where we're going to go over the roadmap in establishing a fund. And in this panel, I will be playing the role of an attorney-- I'm sorry, the role of a client. And my colleagues will be advising me as attorneys on how to establish a fund. And we'll go into a little more detail on that. But first, I wanted to introduce the members of the panel. To my left is Mary ...

Fiduciary Training

Transcripts  Transcripts    

Recorded on: Mar. 21, 2017

GRACE O'HANLON: It's now my pleasure to introduce you to the chairs of today's program, Howard Pianko and Alicia McCarthy. Howard is the head of Seyfarth Shaw's New York benefits practice and the national chair of its Fiduciary Advisory Services Practice Group. During his more than 35 years of experience in employee benefits law and executive compensation, he has counseled both domestic and international clients on matters running the full benefits ...

Clawbacks: Lessons (to be) Learned

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  On-Demand One-Hour Briefing    

Recorded on: May. 11, 2017

Taken from the briefing Clawbacks: Lessons (to be) Learned recorded May, 2017 in New York. Clawbacks are back in the news. Focus on executive compensation practices continues to sharpen and few aspects have attracted more attention than clawbacks. However, a clawback policy is an instrument that must be understood properly in order to be used effectively. Moreover, as the responsibility for enforcement of executive compensation clawbacks will ...

Clawbacks: Lessons (to be) Learned

Transcripts  Transcripts    

Recorded on: May. 11, 2017

AMY TAUB: It is now my pleasure to turn this briefing over to Scott Spector. SCOTT B. SPECTOR: Good morning to many and good afternoon to some. It's a pleasure to be here talking about a topic which has been in the news recently and which I think will continue to be in the news for one reason or another. And I think appropriately our program has appropriately been entitled "Clawbacks: Lessons To Be Learned." If we were thinking about it again, we ...

Pension Plan Investments 2017: Current Perspectives

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From the program: Pension Plan Investments 2017: Current Perspectives

Released on: May. 23, 2017

Experienced practitioners in the area of pension investment law will share their perspectives, and illuminate issues, on current topics and recent developments. A new administration, as well as 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 investment activities ...

Revising the Affordable Care Act without Replacing It: The Trump Administration Regulates and Litigates the ACA

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  On-Demand One-Hour Briefing    

Recorded on: May. 17, 2017

Taken from the briefing Revising the Affordable Care Act without Replacing It: The Trump Administration Regulates and Litigates the ACA recorded May, 2017 in New York. The Trump Administration, with Republican majorities in both houses, has been unable to act on promises to “repeal and replace” Obamacare. Now with 2018 health plan filings due in June, the Administration must manage a massive law that it does not support. This One-Hour ...

Update on the DOL’s Fiduciary Rule

Transcripts  Transcripts    

Recorded on: May. 17, 2017

GRACE O'HANLON: It's now my pleasure to introduce you to the chair of today's program, Arthur Kohn. Howard Pianko is usually here as well, but he had an unexpected emergency and couldn't join us. So Arthur is based in the New York office of Cleary, Gottlieb, Steen, & Hamilton. His practice focuses on compensation and benefit matters, including executive compensation, pension compliance, and investment employment law, and related matters. Arthur's ...

ERISA Litigation Review

Transcripts  Transcripts    

Recorded on: May. 17, 2017

ARTHUR KOHN: OK. Welcome back, everyone. If there are folks outside who can hear me, we're starting. So for the next hour, we get the pleasure and opportunity of listening to two of the regular panelists in last few years who are going to talk to us about litigation from different sides of the courtroom, I guess. So let me welcome to my immediate left Shannon Barrett, who practices at the O'Melveny and Myers firm and Karen Handorf who's at Cohen ...

Other Current Plan-Related Issues for Financial Institutions

Transcripts  Transcripts    

Recorded on: May. 17, 2017

ARTHUR KOHN: OK, great. Welcome back, everybody. I'll be very quick by way of introduction. We started out the day with two panels talking about very broad topics, and now we have a real-- large amount of territory to cover on some other issues. These are other important issues that are affecting financial institutions. And to speak to them we have a great-- another great panel. Erin Cho, who practices at the Groom Law Group to my immediate left. ...

Current Topics for Investment Managers of ERISA Plans

Transcripts  Transcripts    

Recorded on: May. 17, 2017

ARTHUR H. KOHN: -- but I'm permitted to do a very quick introduction. Excellent. So let me introduce the next panel. For the remaining two panels, we're going to talk about the asset management side of the business first. For the next hour, we're going to talk about issues, current issues, for traditional asset managers. And then for our last panel, we're going to talk about the alternative space, the PE and hedge fund guys. We have with us, to speak, ...

Revising the Affordable Care Act without Replacing It: The Trump Administration Regulates and Litigates the ACA

Transcripts  Transcripts    

Recorded on: May. 17, 2017

AMY TAUB: It is now my pleasure to turn this briefing over to Mike Adelberg. MICHAEL ADELBERG: Well, thank you, Amy. It's a pleasure to have a chance to talk to you and PLI participants again. I want to offer by way of disclaimer that Mike, Jay, and I will, over the next hour, be discussing topics where, frankly, the sand is shifting. So what we are saying represents a combination of fact and informed speculation. And the facts have the potential ...

Update on the QPAM Exemptions

Transcripts  Transcripts    

Recorded on: May. 17, 2017

ARTHUR H. KOHN: As the agenda indicates, we have scheduled for our next panel discussion of the current status of the DOL's consideration of QPAM 1(g)-- condition 1(g)-- the exemptions. These are for financial institutions that have generally had to plead guilty to a violation that is described in section 1(g) of the QPAM exemption and to ask for, essentially, the ability to continue to rely on QPAM. As a panelist for this next hour, I have next to ...

Current Topics in Private Equity and Alternative Investments

Transcripts  Transcripts    

Recorded on: May. 17, 2017

ARTHUR H. KOHN: OK. So we're ready for the final panel of the day. As I mentioned a short while ago, we're going to talk about alternatives private equity hedge fund, current issues, and of course, we do make a special effort to have an extraordinary panel for the last panel of the day to keep everybody's focus. And we've definitely achieved that. Let me just quickly introduce the folks who are going to be speaking. To my immediate left, Jeanie Cogill ...

Employment Law Yearbook 2017

Treatise  Treatise

Published: June 2017

The 2017 edition of Employment Law Yearbook covers the most important issues facing today’s employers and employment law practitioners. In this tight employment market and amid the rapidly changing global economy, it is imperative that employers and employment law practitioners understand the legal implications of a wide range of workplace actions. Authored by Orrick, Herrington & Sutcliffe LLP’s Employment Law Practice Group, a nationally ...

Acquiring or Selling the Privately Held Company 2017 -- Specialty Areas: Labor and Employment / Employee Benefits

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Acquiring or Selling the Privately Held Company 2017

Recorded on: Jun. 27, 2017

Taken from the Web Program Acquiring or Selling the Privately Held Company 2017 recorded June, 2017 in New York. Specialty Areas: Labor and Employment / Employee Benefits [01:29:52] Labor and Employment Key employment/labor differences in stock vs. asset transactions Business restructuring: discrimination issues, severance pay, and waivers/releases Contracts, non-compete agreements, and employee benefits Union issues  ...


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