Course Handbook  Course Handbook

ERISA 2017: The Evolving World

Publication Date: August 2017 Number of Volumes: 1
ISBN Number: 9781402429521 Page Count: 624 pages

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Table of Contents
Chapter 1: Acosta’s DOL Approach to the Fiduciary Rule (May 23, 2017) Erin K Cho ~ Groom Law Group
Chapter 2: Definition of the Term “Fiduciary”; Conflict of Interest Rule–Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128, 29 CFR Part 2510 (April 2017)
Chapter 3: DOL Fiduciary Rule: Ready, Set, Go! But How Far? (June 7, 2017) Michael B Richman ~ Morgan, Lewis & Bockius LLP
Chapter 4: Conflict of Interest FAQs (Transition Period) (May 2017)
Chapter 5: Temporary Enforcement Policy on Fiduciary Duty Rule
Chapter 6: Conflict of Interest Exemptions FAQs
Chapter 7: Conflict of Interest FAQs (Part II–Rule) (January 2017)
Chapter 8: DOL Releases Guidance on Best Interest Contract and other Exemptions (October 31, 2016) Erin K Cho ~ Groom Law Group
Chapter 9: DOL Releases Second Set of FAQ Guidance on Fiduciary Rule (January 17, 2017) Erin K Cho ~ Groom Law Group
Chapter 10: IRS Announces Fiduciary Rule Excise Tax Relief (March 28, 2017) Erin K Cho ~ Groom Law Group
Chapter 11: DOL Finalizes 60-Day Delay of Fiduciary Rule (April 5, 2017) Peter E Haller ~ Willkie Farr & Gallagher LLP
Chapter 12: DOL Issues Proposed Best Interest Contract Exemption for Insurance Intermediaries (January 23, 2017) Peter E Haller ~ Willkie Farr & Gallagher LLP
Chapter 13: Proposed Best Interest Contract Exemption for Insurance Intermediaries
Chapter 14: The Final Rule: DOL’s Expanded Definition of Investment Advice Fiduciary Under ERISA and Revised Complex of Exemptions, Analysis and Critical Issues Allison E Wielobob ~ Eversheds Sutherland (US) LLP
Chapter 15: Legal Alert: 2016 in Review: ERISA Criminal Enforcement Rises, Civil Enforcement Falls (February 28, 2017) Allison E Wielobob ~ Eversheds Sutherland (US) LLP
Chapter 16: The Final Rule: June 9 is the launch date after all Allison E Wielobob ~ Eversheds Sutherland (US) LLP
Chapter 17: The Final DOL Fiduciary Rule—Considerations for Plan Sponsors (June 14, 2016) Michael B Richman ~ Morgan, Lewis & Bockius LLP
Chapter 18: Employer Securities in Qualified Plans (June 30, 2016) Lori E Bostrom ~ Managing Director and Chief Legal Officer, Evercore Trust Company NA
David A Cohen ~ Evercore Trust Company, N.A.
William E Ryan ~ President & Chief Fiduciary Officer, Evercore Trust Company, N.A.
Chapter 19: Hiring an Independent Fiduciary for a 401(k) Plan Company Stock Fund: Common Questions from Plan Sponsors and Plan Committees Lori E Bostrom ~ Managing Director and Chief Legal Officer, Evercore Trust Company NA
David A Cohen ~ Evercore Trust Company, N.A.
William E Ryan ~ President & Chief Fiduciary Officer, Evercore Trust Company, N.A.
John Matelis ~ Evercore Trust Company, N.A.
Chapter 20: In Victory for Religiously-Affiliated Hospitals, the Supreme Court Rules that Church Plans Need not be Established by Churches (June 6, 2017) Erin K Cho ~ Groom Law Group
Chapter 21: Advocate Health Care Network et al. v. Stapleton et al., Certiorari to the United States Court of Appeals for the Seventh Circuit, No. 16-74. 581 U.S. ____ (June 5, 2017)
Chapter 22: ERISA Litigation (PowerPoint slides) Wendy Schick Dougall ~ Associate General Counsel, American International Group
H. Douglas Hinson ~ Alston & Bird LLP
Chapter 23: New Determination Program Rev. Proc. 2016-37
Chapter 24: Rulings and Determination Letters. 26 CFR § 601.201 (2016)
Chapter 25: New IRS Guidance on Downsized DL Program—In Brief (July 1, 2016) Erin K Cho ~ Groom Law Group
Chapter 26: PBGC Walks Back Early Warning Program Expansion (May 11, 2017) Erin K Cho ~ Groom Law Group
Chapter 27: Risk Mitigation & Early Warning Program
Chapter 28: Risk Mitigation & Early Warning Questions and Answers
Chapter 29: Canadian Court Rejects Multiemployer Plan’s ERISA Controlled-Group Liability Claims (May 12, 2017) Erin K Cho ~ Groom Law Group
Chapter 30: Navigating Murky Waters: Ethics for the ERISA Lawyer (May 2017) Andrew L Oringer ~ Dechert LLP
Chapter 31: Ethical Considerations for the ERISA Lawyer (PowerPoint slides) Andrew L Oringer ~ Dechert LLP
Bruce D Gallant ~ Stroock & Stroock & Lavin LLP
Chapter 32: Employee Benefits Considerations in Joint Ventures Susan P Serota ~ Pillsbury Winthrop Shaw Pittman LLP
Peter J Hunt ~ Pillsbury Winthrop Shaw Pittman LLP
Index

This Course Handbook was compiled for the program, ERISA 2017 The Evolving World.

PLI’s nationally acclaimed course handbooks represent the definitive thinking of the nation’s finest legal minds on timely topics and are considered the standard reference in the field. This course handbook is prepared specifically for the program and stands alone as a permanent reference.

Chairperson(s)
Erin K Cho, Groom Law Group, Chartered
William E Ryan III, Evercore Trust Company, N.A.
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Handbook  Course Handbook Archive

ERISA 2018: The Evolving World Erin K Cho, Groom Law Group, Chartered
William E Ryan, Newport Trust Company
 
ERISA 2017: The Evolving World Erin K Cho, Groom Law Group, Chartered
William E Ryan III, Evercore Trust Company, N.A.
 
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