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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 ...

Understanding Basic Financial Institution Activities

Transcripts  Transcripts    

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 ...

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 ...

Ethical Considerations: Knowing Your Client

Transcripts  Transcripts    

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 ...

The Launch - Establishing a Plan Asset Fund

Transcripts  Transcripts    

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

Transcripts  Transcripts    

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 ...

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 ...

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

Transcripts  Transcripts    

Recorded on: Mar. 10, 2015

AMY TAUB: Thank you. Hello, my name is Amy Taub, and I am a Program Attorney with PLI. I would like to welcome you to today's briefing, Putting Yard-Man Out to Pasture: Supreme Court in Tackett Rejects Inference Recording Vesting of Retiree Medical Benefits. 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 ...

Affordable Care Act in 2015: The State of the Law for Employers, Individuals, and Health Care Providers Five Years After Enactment

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Recorded on: Mar. 17, 2015

Taken from the briefing Affordable Care Act in 2015: The State of the Law for Employers, Individuals, and Health Care Providers Five Years After Enactment recorded March, 2015 in New York. This March marks the fifth anniversary of the enactment of the Affordable Care Act. Employers, individuals, and health care providers are now required to comply with the core provisions of the law that expand access and regulate health coverage. Meanwhile, ...

Pension Plan Investments 2015: Current Perspectives

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From the program: Pension Plan Investments 2015: Current Perspectives

Released on: Apr. 14, 2015

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 ...

Current Issues for Financial Institutions

Transcripts  Transcripts    

Recorded on: Apr. 7, 2015

HOWARD PIANKO: And the next panelists looking at current issues for financial institutions will be tackling that topic. Starting from my left, we have Erin Rose Miner. Erin is Vice President at Counsel at Credit Suisse Securities where she heads up their ERISA Executive Comp Employee Benefits Group. Next to Erin is Drew Oringer. Drew is co-chair of the Employee Benefits and Executive Compensation practice at Dechert LLP. John Schuch is next, I believe. ...

Issues and Forward-Thinking Ideas in Pension Plan Design

Transcripts  Transcripts    

Recorded on: Apr. 7, 2015

HOWARD PIANKO: We used to have an ethics as the last session, because everybody would stay around for ethics. But today we went to the substance and the interesting future of pension design, and have a panel that's going to take us through the topic of forward-looking ideas in pension plan design. And we start with Bill Ryan to my immediate left. He's the chief financial officer and managing director at Evercore Trust Company, an independent fiduciary ...

Developments in the Derivatives Markets

Transcripts  Transcripts    

Recorded on: Apr. 7, 2015

EDMOND T. FITZGERALD: If I can take off my jacket. CREW: Hi, how are you doing? HOWARD PIANKO: OK. EDMOND T. FITZGERALD: I don't even have to stand, do I? HOWARD PIANKO: Our next panel is going to focus on developments in the derivatives market in the esoteric area, but increasingly important in many financial transactions with a lot of issues which require some real ERISA skills to drill down into to identify and then to cope with. It requires ...

Current Topics in Private Equity and Alternative Investments

Transcripts  Transcripts    

Recorded on: Apr. 7, 2015

MODERATOR: Working from your left is Erin Cho who's a counsel at Davis Polk in their Washington, DC office, then Jeanie Cogill, and Jeanie is a partner at Morgan Lewis. And then we have David, David Cohen, with the Schulte firm, and then Steve Rabitz at Strook & Strook. So David am I turning it over to you? DAVID COHEN: Yes. I'm going to start. Thank you very much. You've met all the other people in the panel. What distinguishes them is they ...

Employment Law Yearbook 2015

Treatise  Treatise

Published: April 2015

The 2015 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 ...

Financial Services Conflicts of Interest & Fiduciary Duties 2015: Navigating the Emerging Regulatory Maze -- Sources of Fiduciary Law in the Financial Industry

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From the program: Financial Services Conflicts of Interest & Fiduciary Duties 2015: Navigating the Emerging Regulatory Maze

Recorded on: Apr. 22, 2015

Taken from the Web Program Financial Services Conflicts of Interest & Fiduciary Duties: Navigating the Emerging Regulatory Maze recorded April, 2015 in New York. Sources of Fiduciary Law in the Financial Industry [01:06:26] Securities Laws:  Investment Advisers Act, Securities Exchange Act; State Securities Laws; Municipal  Advisers ERISA Banking Law SEC/DOL fiduciary rule making     The ...

Sources of Fiduciary Law in the Financial Industry

Transcripts  Transcripts    

Recorded on: Apr. 22, 2015

ANDREW DONOHUE: So it's a pleasure to be here. I think I'd start off-- I don't think I was off, I will start off-- actually talking about the Investment Advisers Act, an act that was put in place in 1940. If you look at the Investment Advisers Act-- of course, this is the act that applies to investment advisers-- and many of its provisions apply to investment advisers, whether or not they are required to register as such with the SEC. So it's really ...

Evolving Employee Benefits: A Modern Approach to Traditional Severance

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Recorded on: May. 20, 2015

Taken from the briefing Evolving Employee Benefits: A Modern Approach to Traditional Severance recorded May, 2015 in New York. When it comes to planning layoffs, decision makers tend to take their old severance policy off the shelf, dust it off, and re-apply to the current situation. This may seem like a safe strategy for an uncomfortable topic, but by leaving severance so largely unexamined, many major considerations for a Reduction in Force may ...

Evolving Employee Benefits: A Modern Approach to Traditional Severance

Transcripts  Transcripts    

Recorded on: Jun. 4, 2015

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, Evolving Employee Benefits, a modern approach to traditional severance. 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 ...

Very Little Trouble with Tibble -- Supreme Court Unanimously Holds that ERISA's Statute of Limitations Does Not Bar Claims for Inadequate Fund Monitoring

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Recorded on: Jun. 9, 2015

Taken from the briefing Very Little Trouble with Tibble -- Supreme Court Unanimously Holds that ERISA's Statute of Limitations Does Not Bar Claims for Inadequate Fund Monitoring recorded June, 2015 in New York. On May 18, 2015, the U.S. Supreme Court unanimously decided the case of Tibble v. Edison International. In Tibble, the Court held that the statute of limitations under the Employee Retirement Income Security Act of 1974 (“ERISA”) ...

ERISA 2015: The Evolving World

Seminar  SeminarWebcast  WebcastGroupcast  Groupcast

Why You Should Attend We have assembled a distinguished faculty of experienced practitioners who will lead us all through a detailed two-day look at recent developments in the area of ERISA fiduciary law and pension investments. In addition to reviewing the basic ERISA regulatory framework and types of plans covered, we’ll take a deep dive into current hot topics – including the Department of Labor’s re-proposed fiduciary rule ...

Hot Issues in Executive Compensation 2015

Seminar  SeminarWebcast  Webcast

Why You Should Attend As the economy shifts and the legislature, SEC and shareholders respond, the design, implementation and disclosure of executive compensation undergoes continual change. At 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 ...

Featured Faculty/Authors
Clifford E. Kirsch

Clifford E. Kirsch ~ Sutherland Asbill & Brennan LLP

Tanya E. M. Wong

Tanya E. M. Wong ~ Director of Government Benefits, Legal Services NYC - Legal Support Unit

Kenneth N. Nigon

Kenneth N. Nigon ~ RatnerPrestia