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Case Study: Specific Considerations Raised by Different Types of Plan Investors

PLI [Practising Law Institute]

Nov. 18, 2025
On-Demand
Webinar

This panel will use a case study to review specific considerations raised by different types of plan investors (e.g., union plan investors, governmental plan investors, retail investors (IRAs, 401(k))). After attending this session, participants will be able to:

Identify unique considerations raised by union plan investors
Identify specific considerations for state plan investors
Discuss trends relating to retail investors

Speakers: David M. Cohen, James S. Frazier, Janet M. Lee, Alan S. Wilmit

More Information, How to Register