transcript   Transcript

ERISA Fundamentals and Evolution

Recorded on: Aug. 2, 2017
Running Time: 01:15:53

Full Transcript:



If you are a Privileged Member, just log in and start reading now! If you are not a Privileged Member, please click here to learn how unlimited access to PLI programs may be right for you and your firm.

To access the streaming media of this presentation, please purchase the corresponding seminar segment.

Taken from the Web Program ERISA 2017: The Evolving World recorded July/August, 2017 in New York.

ERISA Fundamentals and Evolution [01:15:53]
  • What is ERISA – regulatory overview
  • What types of plans are covered
  • What type of plans are not covered
  • Fiduciary structure/issues
  • Developing Trends in Plan Design/Utilization (e.g., evolution from DB Plans to IRAs and DC Plans)
  • Pressing Issues in Retirement Savings  (e.g. lifetime income)

Phyllis Borzi, Arthur Kohn

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Acosta’s DOL Approach to the Fiduciary Rule (May 23, 2017)
    Erin K. Cho
  • 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)
(s)
Phyllis C Borzi ~ Former Assistant Secretary of Labor, Employee Benefits Security Administration
Arthur H Kohn ~ Cleary Gottlieb Steen & Hamilton LLP
Share
Email
Transcript FAQ's
  • How Can I Access Transcripts?
    You must be a Member in good standing.

  • Can I access the Video?
    Yes, you can access the video if you have the Adobe Flash plugin installed. Click on the video camera icon when you mouse over each paragraph. The media will begin playback at that point.

  • Can I get CLE credit for reading the transcript?
    No, CLE credit cannot be earned for reading a transcript. CLE credit is issued only for verified attendance while watching a web program. If seeking credit, please verify the program's eligibility for credit and expiration date in your jurisdiction on the web segment launch page before commencing the program.

  • FOLLOW PLI:
  • twitter
  • LinkedIn
  • GooglePlus
  • RSS

All Contents Copyright © 1996-2017 Practising Law Institute. Continuing Legal Education since 1933.

© 2017 PLI PRACTISING LAW INSTITUTE. All rights reserved. The PLI logo is a service mark of PLI.