Case Study: Manager-Side Plan Investment Issues in 2025

PLI [Practising Law Institute]

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

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