Course Handbook  Course Handbook

ERISA 2018: The Evolving World

Publication Date: August 2018 Number of Volumes: 1
ISBN Number: 9781402432088 Page Count: 462 pages

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Table of Contents
Chapter 1: Robin M. Bergen, Carl F. Emigholz, Arthur H. Kohn, Colin D. Llyod and Alexander Janghorbani, Cleary Gottlieb, Alert Memorandum, SEC Proposes New Best Interest Standard for Broker-Dealers and “Clarification” of Existing Fiduciary Standard for Investment Advisers—New Standards Seek to Maintain Flexibility But Leave Open Questions About Scope and Enforcement (May 2, 2018) Arthur H Kohn ~ Cleary Gottlieb Steen & Hamilton LLP
Chapter 2: Groom Law Group, Fiduciary Proposal: Episode III—Revenge of the SEC (April 25, 2018) Erin K Cho ~ Groom Law Group, Chartered
Chapter 3: Groom Law Group, DOL Announces Temporary Enforcement Policy in Response to Fifth Circuit Decision (May 7, 2018) Erin K Cho ~ Groom Law Group, Chartered
Chapter 4: Groom Law Group, Fifth Circuit Vacates DOL Fiduciary Rule (March 22, 2018) Erin K Cho ~ Groom Law Group, Chartered
Chapter 5: Peter E. Heller and Mary Eaton, Willkie Farr & Gallagher LLP Client Alert, Fifth Circuit Overturns DOL Fiduciary Rule (March 19, 2018) Peter E Haller ~ Willkie Farr & Gallagher LLP
Chapter 6: Investment Products and Technology in the Post-DOL Fiduciary Rule Environment (PowerPoint slides) Seth Rosenbloom ~ Associate General Counsel & Senior Director, Betterment
Jason Bortz ~ Senior Counsel, Senior Vice President, Capital Group
Peter E Haller ~ Willkie Farr & Gallagher LLP
Jennifer McGovern ~ Managing Director, BlackRock
Chapter 7: Groom Law Group, ESGs—Perspectives of the OECD and New US Guidance (May 8, 2018) Erin K Cho ~ Groom Law Group, Chartered
Chapter 8: Groom Law Group, DOL and ESG Investing: Evolving Guidance (April 27, 2018) Erin K Cho ~ Groom Law Group, Chartered
Chapter 9: Eversheds Sutherland, Legal Alert: DOL “Clarifies” Its Guidance on Proxy Voting and Social Investing (April 27, 2018) Allison E Wielobob ~ Eversheds Sutherland (US) LLP
Chapter 10: Eversheds Sutherland, Legal Alert: IRS Posts Six More “Issue Snapshots” for Retirement Plans (May 29, 2018) Allison E Wielobob ~ Eversheds Sutherland (US) LLP
Chapter 11: Jackie Selby, Helaine I. Fingold, Gretchen Harders, Gregory R. Mitchell, Kevin J. Malone and Cassandra Labbees, Epstein Becker Green Health Care & Life Sciences Client Alert, Association Health Plans: New Proposed Rule to Help Convert Small Businesses and Self-Employed Individuals into a Status Similar to Large Group for Access to Affordable Health Insurance (January 2018) Gretchen Harders ~ Epstein Becker & Green, P.C.
Chapter 12: David M. Silk, Sabastian V. Niles, Alicia C. McCarthy and Camren X.W. Lu, Wachtell, Lipton, Rosen & Katz Firm Memo, An ESG Setback? DOL Sounds Cautionary Tone on ESG-Related Proxy Voting, Shareholder Engagement and Economically Targeted Investments (April 27, 2018) Alicia C McCarthy ~ Wachtell, Lipton, Rosen & Katz
Chapter 13: Robert N. Eccles and Shannon M. Barret, Fiduciary Litigation under ERISA (January 31, 2015) Shannon M Barrett ~ O'Melveny & Myers LLP
Chapter 14: Department of Labor Enforcement Panel Outline Mabel Capolongo ~ Director, Office of Enforcement, Employee Benefits Security Administration , US Department of Labor
Alan D Lebowitz ~ Senior Advisor, Newport Trust Company
Chapter 15: Types of Tax-Qualified Retirement Plans (April 30, 2018) Robert C Fleder ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
Chapter 16: 2018 Update on Underfunded ERISA Retiree Obligations: MEPPs and SEPPs and OPEBs—Oh My! (April 30, 2018) (PowerPoint slides) Robert C Fleder ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
Chapter 17: Multiemployer Pension Plan Withdrawal Liability: The Intersection of Labor Law and ERISA (PowerPoint slides) John R Woodrum ~ Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Chapter 18: Navigating Murky Waters: Ethics for the ERISA Lawyer (May 2018) Andrew L Oringer ~ Dechert LLP
Index

This Course Handbook was compiled for the program, ERISA 2018 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, Newport Trust Company
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