6-Hour Program

See Credit Details Below


Why You Should Attend 

ERISA plans are major investors in a constantly evolving financial marketplace. Both financial firms designing and selling financial products and plans purchasing financial products need to understand the inner workings of the products in order to analyze them under ERISA and ensure compliance. This course provides an introductory look at various financial instruments and investment vehicles, and the ERISA issues that arise in connection with them. By focusing on different common plan investments, our expert panels will explore the interaction between ERISA and how various financial products and investment funds actually work.

What You Will Learn  

After attending this program, participants will be able to:

  • Describe the ERISA provisions that impact employee benefit plan investments
  • Identify issues arising under ERISA in connection with employee benefit investors and various financial instruments, including derivatives and virtual currencies
  • Differentiate among the various commingled investment vehicles structures (e.g.,VCOC, REOC, insurance company products and bank collective trust funds) 

Who Should Attend 

Practitioners in the field (or who are considering entering the field) seeking to gain a better understanding of the ERISA principles that apply when investing plan assets.  

Special Features 

  • NY Transitional credit available
  • Case Study: Navigating bitcoins and other virtual currencies in ERISA plan investments

Program Level: Beginner

Prerequisites: An interest in the rules that apply when investing ERISA plan assets.

Advanced Prep: None

Credit Details

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