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ERISA

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Recorded on: Apr. 10, 2013

Taken from the Web Program Pension Plan Investments 2013: Current Perspectives NY Recorded April, 2013 in New YorkA Look-back: Department of Labor, Prohibited Transaction Issues and Perspectives [01:06:25] A discussion of prohibited transaction exemption developments with Ivan Strasfeld, former Director of the Office of Exemption Determinations Practitioners’ Q&A session The purchase price of this segment includes the following article(s) ...

Recorded on: Oct. 10, 2012

Taken from the Web Program Hot Issues in Executive Compensation 2012 Recorded October, 2012 in New York Current State of Clawback Design [00:56:56] Clawback best practices Taking into account accounting requirements Enforcement and taxation Risk The purchase price of this segment includes the following article(s) from the Course Handbook available online: Issues in Clawback Design and Enforcement Nicholas H. ...

Recorded on: Mar. 5, 2013

Taken from the briefing ERISA Controlled Group Liability for Private Equity Funds: Fully Covered or Over Exposed? recorded February, 2013. The presentation will focus on the court and administrative decisions addressing whether ERISA's controlled group liability provisions expose investment fund assets (including minority investments) to the pension plan liabilities of distressed portfolio companies. Lecture Topics [Total Time: ...

From the program: ERISA Fiduciary Investment Basics 2013

Recorded on: Feb. 11, 2013

Taken from the Web Program ERISA Fiduciary Investment Basics 2013 recorded February, 2013 in New York. Lecture Topics  [01:02:22] ERISA Litigation  [01:02:22] What are the basic fiduciary responsibilities in the context of a 401(k) plan How does participant direction of account investment limit this fiduciary responsibility What are the key areas of possible fiduciary liability exposure The purchase price of this segment ...

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 ...

Recorded on: Jan. 28, 2013

Taken from the Web Program Securities Products of Insurance Companies in the Course of Regulatory Reform 2013 Recorded January, 2013 in New York Pension Developments [00:58:43] New DOL disclosure standards A new fiduciary standard Advice for participants Lifetime Income Options The purchase price of this segment includes the following article(s) from the Course Handbook available online: Washington Update Thomas ...