transcript   Transcript

ERISA: Promises and Pitfalls of IRAs

Recorded on: Aug. 2, 2017
Running Time: 01:00:31

Full Transcript:

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

ERISA: Promises and Pitfalls of IRAs [01:00:31]
  • Prohibited Transaction Issues
  • Householding exemptions
  • Investment limitations

Jeanie Cogill, Tom D’Elisa, Allison Wielobob

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

  • 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
  • Legal Alert: 2016 in Review: ERISA Criminal Enforcement Rises, Civil Enforcement Falls (February 28, 2017)
    Allison E. Wielobob
  • The Final Rule: June 9 is the launch date after all
    Allison E. Wielobob

Presentation Material

  • ERISA: Promises and Pitfalls of IRAs
    Jeanie Cogill, Thomas J D'Elisa, Allison E. Wielobob
Jeanie Cogill ~ Morgan, Lewis & Bockius LLP
Thomas J D'Elisa ~ Executive Director, Morgan Stanley Legal and Compliance
Allison E Wielobob ~ Eversheds Sutherland (US) LLP
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