On-Demand Learning

ERISA

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 ...

From the program: ERISA: The Evolving World 2013

Released on: Aug. 20, 2013

A working knowledge of the Employee Retirement Income Security Act’s (ERISA) framework is crucial for lawyers, HR practitioners and other professionals in the area of employee benefits and compensation planning. Our experienced faculty of leading practitioners will discuss a broad array of topics, including the basic regulatory framework, the types of plans covered, the requirements for intended tax treatment, fiduciary responsibilities and other ...

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 ...

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 & ...

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 ...

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 ...

Recorded on: Oct. 10, 2012

Taken from the Web Program Hot Issues in Executive Compensation 2012 Recorded October, 2012 in New York Advising in Changing Circumstances: M&A & Bankruptcy [01:04:00] Bankruptcy: developments and lessons learned M&A: developments in change-in-control arrangements, say on golden parachutes disclosure and results The purchase price of this segment includes the following article(s) from the Course Handbook available online:  ...

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 ...

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 ...

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 ...

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 ...

From the program: Pension Plan Investments 2013: Current Perspectives

Released on: Apr. 16, 2013

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 ...

From the program: California Employment Law Update 2013

Released on: Sep. 24, 2013

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 ...

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 ...

Released on: Oct. 22, 2013

Taken from the briefing Chapter 9 - Recent and Possible Future Developments in Chapter 9 in Light of the Detroit, Jefferson County, Stockton and Other Cases recorded October, 2013.While the country has not been beset by the flood of municipality bankruptcies that some have predicted, during the last five years, Detroit, Jefferson County, Alabama, and three significant California cities (populations of approximately 300,000, 215,000 and 130,000) ...

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, ...

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 ...

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 ...

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 ...

Recorded on: Apr. 7, 2011

GRACE O'HANLON: My name is Grace O'Hanlon. I'm a program attorney with the Practising Law Institute. It's my pleasure to welcome you to Pension Plan Investments 2011, Current Perspectives. A welcome to our webcast and group cast attendees as well. It's my pleasure to introduce 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 ...

Recorded on: Aug. 8, 2013

ANDREW L. ORINGER: OK, so welcome back. As I said before the break, we're going to head into some procedural matters to take us through the end of the day. You've had a lot of information thus far, and hopefully you're absorbing that. Our next speaker is my dear friend and former colleague, Ken Raskin. We were together at White & Case, and he is now at King & Spalding. We've actually both moved on. He is the partner and chair of the employee ...

Recorded on: Aug. 8, 2012

ANDREW GAINES: We're going to get started. With the last group presentations this afternoon, we're going to continue to cover some of the basics regarding qualified plans. We're going to shift gears a little bit now. We've talked about a lot of the rules relating to being a qualified plan. We're going to talk now about the process of actually procuring a letter from the IRS that gives you comfort that the words in your plan document satisfy those ...

Recorded on: Mar. 3, 2011

ARTHUR H. KOHN: OK, so we're going to start up. If there's anybody outside you should come in now. And we're going to start up with the last two panels of the day. So thanks to everybody for hanging in there. There's a prize at the end, which is ethics credit for the last panel. We can't offer that on this panel. But we are going to try to do something a little bit different, and I think fun, I hope fun. It's a little bit less scripted than the typical ...

Recorded on: Apr. 7, 2011

SPEAKER 1: OK, if everyone could take their seats so we could get started again and back on schedule. We'd appreciate that. And as that's happening let me just introduce the next panel. So the topic of the next panel is the last piece of the big changes that we've been discussing all morning and that I think are going to reverberate on the regulatory scheme for a while to come. We'll have to see how it plays out but we have with us to lead the discussion ...

Recorded on: Apr. 20, 2011

SPEAKER 1: Thank you, Carroll. MARC R. TREVINO: Especially, Carol, thank you for joining us. We're going to go straight to the next panel which is going from Linda and me, because we have to introduce ourselves. But basically going from what's been going on this season to what we're expecting going forward. And that's a lot. Ann covered some of this already. So we'll try to go through it quickly, highlighting, in particular, rules that have just ...