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Financial Firms as ERISA Plan Sponsors - The When, What and How of the QPAM Audit Requirement 2013 (Audio-only)

Audio Only On-Demand Web  Audio Only On-Demand Web    

Released on: May. 6, 2013

Taken from the briefing Financial Firms as ERISA Plan Sponsors - The When, What and How of the QPAM Audit Requirement recorded April, 2013.Starting in 2012 when a Department of Labor amendment of the Qualified Professional Asset Manager (“QPAM”) prohibited transaction class exemption became effective, a new requirement was imposed on financial firms when managing assets of ERISA plans they maintain for their own employees. These firms now must undergo ...

McCutchen

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  Audio Only On-Demand Web    

Recorded on: May. 29, 2013

On April 16, the Supreme Court decided the case of US Airways v. McCutchen. In McCutchen, the Supreme Court considered the question of whether reimbursement provisions in a self-funded employee welfare benefit plan governed by ERISA are required to be enforced as they are written. The answer was a resounding yes, continuing the Court's line of reasoning that focuses on what the ERISA plan documents say, and reinforcing the importance of ...

Featured Faculty/Authors
Lisa J. Sotto

Lisa J. Sotto ~ Hunton & Williams LLP

David W. Pollak

David W. Pollak ~ Morgan, Lewis & Bockius LLP

Katie M. Lachter

Katie M. Lachter ~ Hinshaw & Culbertson LLP