transcript   Transcript

ERISA Fundamentals and Evolution

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

Full Transcript:

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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)
Phyllis C Borzi ~ Former Assistant Secretary of Labor, Employee Benefits Security Administration
Arthur H Kohn ~ Cleary Gottlieb Steen & Hamilton LLP
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