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View More Practising Law Institute Webcasts and Conferences

ERISA Fiduciary Investment Basics 2019

Practising Law Institute

Mar. 18, 2019
9:00 a.m. ET
Webcast

This course provides an introduction to the basics of ERISA fiduciary law using a case study vehicle.

At this year’s program, you will learn about the principal issues in ERISA’s regulation of plan investments through a case study of a hypothetical plan asset hedge fund exploring entry in the plan marketplace and a plan investor considering such an alternative investment.

The program will also utilize a hypothetical fiduciary training session to provide an introduction to the core ERISA fiduciary issues applicable to defined contribution plans. The final session on ethical considerations relating to ERISA plans adopts a similar interactive approach.

What You Will Learn:

  • ERISA basics: terminology; structure of ERISA and the Code; fiduciary standards; prohibited transactions and the exemption process; ERISA liability, indemnification and fiduciary liability insurance
  • ERISA landscape fundamentals for financial institutions and advisors, including the lasting impact of the rejected fiduciary regulation
  • Financial products and prohibited transaction exemptions — considerations and sample transactional analysis
  • Through a mock fiduciary training session, the ERISA fundamentals applicable to 401(k) and other defined contribution plans
  • Checklist of ERISA considerations in making an investment in alternative investments
  • Ethical considerations for the ERISA practitioner

Continue by clicking on the following link:
https://bit.ly/2NMuYbL

 
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