Advanced Pension Plan Investments 2024

PLI [Practising Law Institute]

Experienced practitioners in the area of ERISA plan investments will provide their perspectives, and share their substantive knowledge, on recent developments. Over the past year, we have seen significant regulatory changes. For example, the DOL finalized its regulations redefining who is an “investment advice” fiduciary and finalized material amendments to numerous “prohibited transaction” exemptions including PTE 2020-02 and the “QPAM exemption.” The ongoing evolution of the relevant statutory and regulatory landscape ensures a full agenda for our outstanding panelists to explore and analyze. In this environment, it is important for practitioners to stay informed on changes, whether regulatory or from a case law perspective. This conference also is an essential venue for learning about new plan investment market practices. 

What You Will Learn 

After attending this program, participants will be able to:

• Analyze and contextualize legislative, regulatory and litigation developments, including the amended QPAM exemption and the Retirement Security Rule guidance package
• Apply ERISA’s existing rules to financial institutions that transact with, or provide services or products to, plan investors and incorporate new considerations ushered in by recent regulatory developments
• Understand evolving decision points for plan fiduciaries and sponsors

More Information, How to Register