transcript   Transcript

Other Current Plan-Related Issues for Financial Institutions

Recorded on: May. 17, 2017
Running Time: 01:03:29

Full Transcript:

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Taken from the Web Program Pension Plan Investments 2017: Current Perspectives recorded May, 2017 in New York.

Other Current Plan-Related Issues for Financial Institutions [01:03:29]
  • Netting of derivatives contracts
  • Issues under the Indicia of Ownership Rule
  • Discount banking and brokerage services for IRA customers

Erin K. Cho, James S. Frazier, Christina Y. Lee, Alan S. Wilmit

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

  • IRA Participation in Relationship & Incentive Programs in Banking & Brokerage
    Allison A. Itami, Erin K. Cho
Erin K Cho ~ Groom Law Group, Chartered
James S Frazier ~ Cadwalader, Wickersham & Taft LLP
Christina Y Lee ~ Executive Director, Morgan Stanley
Alan S Wilmit ~ Managing Director & Associate General Counsel -- Legal Director, ERISA and Benefits, Goldman, Sachs & Co.
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