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EPIC RPS
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Regional Sales Director-Heartland July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Stones River Consulting
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Daybright Financial
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Independent Retirement
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Nova 401(k) Associates
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Director of Regulatory Operations and Compliance PCS Retirement
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Spectrum Pension Consultants (part of Daybright Financial)
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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View More PLI [Practising Law Institute] Webinars, Podcasts and Conferences
ERISA Plan Investments in the Financial Markets 2026: The FundamentalsPLI [Practising Law Institute] |
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Mar. 6, 2026 9:00 a.m. ET New York |
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ERISA plans are major investors in a constantly evolving financial marketplace. Both financial firms designing and selling financial products, and plans purchasing financial products need to understand the inner workings of the products in order to analyze them under ERISA and ensure compliance. This course provides an introductory look at various financial instruments and investment vehicles, and the ERISA issues that arise in connection with them. By focusing on different common plan investments, our expert panels will explore the interaction between ERISA and how various financial products and investment funds actually work. |