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Case Study: Manager-Side Plan Investment Issues in 2025

PLI [Practising Law Institute]

Nov. 18, 2025
On-Demand
Webinar

This panel will use a case study to review manager-side issues relating to ERISA plan investors. The panel will analyze the impact of the evolving ERISA regulatory landscape on managers. After attending this session, participants will be able to:

  • Identify certain fund/IMA terms that should be updated and/or that should be reviewed carefully
  • Discuss trends relating to side letter requests etc.
  • Explore the current landscape of ESG considerations under ERISA and for state plans – understand tension with EU trends
  • Evaluate the status of amended QPAM exemption and lessons learned after 1-year
  • Analyze developments related to retail investors

Speakers: Erin K. Cho, Beth J. Dickstein, Patrick S. Menasco, David C. Olstein

More Information, How to Register