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Webcasts  >  Upcoming   |   Recorded
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View More Lowenstein Sandler Webinars, Podcasts and Conferences

Preparing for Changes to the QPAM Exemption

Lowenstein Sandler

Nov. 10, 2022
Recorded Online
Webinar

Megan Monson, Andrew E. Graw, Taryn E. Cannataro of Lowenstein’s Employee Benefits & Executive Compensation group discuss with partner Marie DeFalco, Co-Chair of the firm’s Investment Management group, the significance of the QPAM exemption from ERISA prohibitions on transactions with a party in interest for investment advisers. The group explains current and possible new requirements for qualifying for the QPAM exemption; registration and recordkeeping rules; the potential impact of raising the required total AUM; and how the lack of a lack of a “grandfathering” period can prove a challenge for investment advisers.

More Information, How to Register

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