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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 ...

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 ...

401(k) Plan Fiduciary Training

MP3 Audio  Audio Download (MP3)    Web Segment  Web Segment    

Recorded on: Feb. 6, 2014

Taken from the Web Program ERISA Fiduciary Investment Basics 2014 Recorded February, 2014 in New York 401(k) Plan Fiduciary Training [01:02:33] Through the process of a fiduciary training session, review the fundamental fiduciary considerations applicable to 401(k) and other plans with participant directed account investment: What are the basic fiduciary responsibilities in the context of a 401(k) plan? How does participant direction ...

401(k) Plan Fundamentals, Employer Securities in Qualified Plans, and Fiduciary Responsibility and Prohibited Transactions

Transcripts  Transcripts    

Recorded on: Aug. 8, 2013

ANDREW L. ORINGER: OK, Thank you. Welcome back. Hope everyone had a nice lunch. We're going to pick up now with 401(k) plans. I think this is an extremely important presentation as we sort of talked about earlier. I think that American retirement policy has really gone from the traditional classic defined benefit plan to now focusing on, oddly enough, the employee funded 401(k) plan with no guarantee. And that is the center. And that all worked really ...

401(k) Plan Fundamentals, Title IV Defined Benefit Plans, and Employer Securities in Qualified Plans

Transcripts  Transcripts    

Recorded on: Aug. 8, 2012

ANDREW ORINGER: Welcome back, everybody to the second half of day one. We've done some of the technical underpinnings of tax qualified plans in the morning. We've done an overview and some specific technical rules. We're not going to go to specific kinds of plans. We're going to talk about things like 401(k) plans, defined benefit plans, and plans that invest in stocks. We're going to start with 401(k) plans. I really do think it's safe to say at ...

ERISA 2015: The Evolving World

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From the program: ERISA 2015: The Evolving World

Released on: Aug. 18, 2015

We have assembled a distinguished faculty of experienced practitioners who will lead you through a detailed 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 and its potential impact ...

A. Setting the Scene; B. Compensation Plan Design

Transcripts  Transcripts    

Recorded on: Apr. 20, 2011

GRACE: and Marc Trevino. I'm just going to give you a brief bio of theirs. Their full bio is available in the course handbook. Linda is the Practice Group Leader Emeritus of the Executive Compensation and Employee Benefits Private Client group at Shearman & Sterling. Her practice focuses on all aspects of executive compensation and benefits, including corporate securities and tax laws, and ERISA. Marc is co-managing partner of Sullivan & ...

A. Special Circumstances: M&A & Bankruptcy; B. Counseling Boards and Companies and How to Know the Difference

Transcripts  Transcripts    

Recorded on: Apr. 20, 2011

LINDA E. RAPPAPORT: Hello everybody. We're going to get started again. I think Mark is on his way back. So it's my great pleasure to introduce our next panelists. Assuming I can find their resumes here. To my immediate right is Jeannemarie O'Brien, who is a leader of the Executive Compensation practice at Wachtell Lipton, and will be addressing us in the area of M&A developments for Executive Compensation, which will be terrific. And then, for ...

Advising in Changing Circumstances: M&A & Bankruptcy

Transcripts  Transcripts    

Recorded on: Oct. 5, 2012

LINDA: While Marc and Jeannemarie argue about who's going to go first, let me introduce the next panel. I think you're all familiar with Marc, and he's agreed to speak to the bankruptcy issues involved in compensation. And Jean Marie, we're pleased to have her back with us again to talk about M&A implications in competition and vice versa. She's a partner in the New York law firm of Wachtell Lipton. And has the decision been made who's going to ...

Advising the Board and the Compensation Committee: Governance Considerations

Transcripts  Transcripts    

Recorded on: Oct. 5, 2012

MARC R. TREVINO: Thanks for sticking with us. This will be Advising the Board and the Compensation Committee. I'm really looking forward to this. We have Linda, who you all know. Introducing themselves, to my right is Steve Bigler from Richards, Layton, and Finger. He's been here many times before, providing us background on what's going on in Delaware. And then, David Engvall from Covington and Burling, I think, will start us off, if I understand ...

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, ...

A Grab-Bag of Additional Considerations - Welfare Plans and Health-Care Reform, Bankruptcy, Employment and Labor Laws, Accounting and Ethics

Transcripts  Transcripts    

Recorded on: Aug. 8, 2012

ANDREW L. ORINGER: welcome back. Hope everybody had a nice lunch. We're going to start now with a portion of the program that I really sort of like. I think that Andy and I struggled a little bit with the multifaceted nature of the practice. And we try to provide a strong introduction to the basic principles. Then we try to provide certain targeted sessions, M&A and the like, to try to show how things work in practice. But there's so many different ...

A Grab-Bag of Additional Considerations - Welfare Plans and Health Care Reform, Bankruptcy, Accounting, Employment and Labor Laws and Ethics

Transcripts  Transcripts    

Recorded on: Aug. 8, 2013

ANDREW L. ORINGER: OK. Welcome back-- to some of you. As we sort of wind down here, this is a panel-- sort of a multifaceted panel. The different parts of this panel don't really integrate tightly. To me, this is really interesting and I think very valuable because these are sort of the other things, or the sub-specialties that ERISA lawyers deal with. And I think it's really important to try to, almost as a survey matter, to go through them and ...

A Look-back: Department of Labor, Prohibited Transaction Issues and Perspectives

Transcripts  Transcripts    

Recorded on: Apr. 10, 2013

GRACE E. O'HANLON: It's my pleasure to introduce you to the co-chairs of today's program. Arthur Kohn And Howard Pianko. Arthur is a partner in Cleary, Gottlieb, Steen, and Hamilton's New York office. His practice focuses on compensation and benefit matters, including executive compensation, pension compliance, and investment employment law, and related matters. Howard is a partner in Seyfarth Shaw's New York office. He advises plan investors on ...

California Employment Law Update 2014

On-Demand Web Programs  On-Demand Web Programs    

From the program: California Employment Law Update 2014

Released on: Sep. 30, 2014

PLI’s California Employment Law Update addresses the issues confronted by employment law advisers, litigators and human resources management and professionals, with particular emphasis on California State law considerations. This program combines a comprehensive review of case law and regulatory developments, an in-depth analysis of emerging issues, and practical guidance about best practices to maximize employment law compliance, mitigate legal risk ...

CFTC's Proposed Business Conduct Standards for Swap Dealers: Costs and Consequences to Swap Dealers and Plans 2011 (Audio-only)

Transcripts  Transcripts    

Recorded on: Feb. 8, 2011

AMY TAUB: Thank you. Greetings, my name is Amy Taub and I am a program attorney with PLI, and I would like to welcome you to today's briefing: CFTC's Proposed Business Conduct Standards for Swap Dealers, Cost and Consequences to Swap Dealers and Plans. 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 ...

Commingled Investment Vehicles

Transcripts  Transcripts    

Recorded on: Mar. 3, 2011

MICHAEL ALBANO: Thank you. Join me on the panel this time around will be Steven Rabitz, who's a partner at Stroock & Stroock & Lavan. Steve was previously at Goldman then spent some time at Lehman, and the Barclays before he went back to Stroock, or went to Strook. He's a Cleary alum, so he's near and dear to my heart, of course. Beside him is Ed Rayner, a partner at Pryor Cashman. The three of us do employee benefits exec comp, ERISA work, ...

Compensation Challenges in Corporate Transactions

Transcripts  Transcripts    

Recorded on: Sep. 16, 2014

JEANNEMARIE O'BRIEN: I'll start quickly we need to make some introductions. Jeannemarie O'Brien. And we have Elizabeth Drigotas here, who's principal in the DC office of Deloitte Tax LLP. And she focuses on employee benefits and executive compensation. Her practice primarily is in the area of non-qualified deferred compensation and equity compensation, including in the context of M&A. We-- ELIZABETH DRIGOTAS: I didn't know you were going to ...

Corporate Governance & Compensation

Transcripts  Transcripts    

Recorded on: Sep. 16, 2014

JEANNEMARIE O'BRIEN: I'll start to introduce and make introductions. OK? We are very happy to have Linda Rappaport here. She's a partner in Shearman & Sterling. She's the practice group leader emerita of the executive comp and employee benefits group and a founding member of the firm's corporate governance advisory group. I, again, have the pleasure of working with her frequently. And I'm very happy she was able to come. And we have Charles Elson ...

Current Fiduciary Issues

Transcripts  Transcripts    

Recorded on: Apr. 10, 2013

SPEAKER: No break. There is no break. At the risk of my getting shot let me, on that note, introduce the panelists who are coming up. So do we have the panelists who are coming out? SPEAKER 2: Uh no. You're right here. You're going to be right here. SPEAKER: Alicia? SPEAKER 2: I will find her. Alicia is She's coming. She's here. SPEAKER: OK. So as I indicated earlier, our next panel is going to discuss in greater depth some of the issues that ...

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. ...

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 State of Clawback Design

Transcripts  Transcripts    

Recorded on: Oct. 5, 2012

LINDA RAPPAPORT: All right, everybody. Are we good to go? OK. We're going to start our next session now. So if the people in the room could take your seats, it would be great. I'm going to briefly introduce our next speaker as we're very pleased to have them here to discuss clawback design and the ins and outs of clawbacks. We started talking a little bit about them in the morning. So I'm interested to do a deep dive here. Rosina Barker, who's directly ...

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 ...

DC Plan Developments

Transcripts  Transcripts    

Recorded on: Apr. 10, 2013

HOWARD PIANKO: We're going to switch over. There was some allusions, actually direct references to the prior panel to the world of defined contribution plans. And the next panel-- Patricia Kuhn from BlackRock on my right. Then right next to her-- Nick Waddles from Seyfarth. And we're going to switch over to the defined contribution world and look at the developments-- things that we're seeing from the ERISA fiduciary prospective with respect to DC ...

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