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ERISA 2016: The Evolving World

Chair(s): William E. Ryan III, Erin K. Cho

Practice Area: Employee benefits, Employment and labor, Fiduciary responsibility rules (Employee benefits), Regulation and compliance (Employee benefits), Tax

Published: Aug 2016 i Other versions can be found in the Related Items tab.
ISBN: 9781402427251
PLI Item #: 149738
CHB Spine #: D467

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Front Matter
Faculty Bios
Table of Contents
Chapter 1. Fiduciary Rule—Executive Summary (April 7, 2016)
Chapter 2. Business and Trade Groups Bring First Lawsuits Challenging DOL Fiduciary Rule (June 3, 2016)
Chapter 3. The ERISA Basics
Chapter 4. Final DOL Fiduciary Rule—Q&As for Employers and Plan Sponsors on Investment Education (May 3, 2016)
Chapter 5. U.S. Department of Labor Finalizes Fiduciary Definition and Conflict of Interest Rule (April 19, 2016)
Chapter 6. Supreme Court Limits Plan’s Ability to Recoup Medical Expense Payments (March 21, 2016)
Chapter 7. The Final DOL Fiduciary Rule—Considerations for Plan Sponsors (June 14, 2016)
Chapter 8. Fiduciary Rule—Prohibited Transaction Exemption 84-24 (April 8, 2016)
Chapter 9. Fiduciary Rule—Best Interest Contract Exemption (April 8, 2016)
Chapter 10. Fiduciary Rule—Final Prohibited Transaction Exemptions (New and Amended) (April 8, 2016)
Chapter 11. Fiduciary Rule—“Hire Me” (April 8, 2016)
Chapter 12. Fiduciary Rule—Principal Transactions in Certain Assets (April 8, 2016)
Chapter 13. 2016 Amendments to Existing Prohibited Transaction Exemptions (April 8, 2016)
Chapter 14. Fiduciary Rule—Advice Definition (April 8, 2016)
Chapter 15. Final DOL Fiduciary Rule—First Impressions (April 8, 2016)
Chapter 16. Chart Illustrating Changes from Department of Labor’s 2015 Conflict of Interest Proposal to Final
Chapter 17. Department of Labor Finalizes Rule to Address Conflicts of Interest in Retirement Advice, Saving Middle-Class Families Billions of Dollars Every Year
Chapter 18. EBSA Restores Over $696.3 Million to Employee Benefit Plans, Participants and Beneficiaries
Chapter 19. The Final Rule: DOL’s Expanded Definition of Investment Advice Fiduciary Under ERISA and Revised Complex of Exemptions: Analysis and Critical Issues
Chapter 20. Legal Alert: DOL and Treasury Update 2015–2016 Regulatory Agendas for Employee Benefits (May 25, 2016)
Chapter 21. Legal Alert: 2015 in Review: ERISA Civil Enforcement Recoveries Remain Low, Criminal Investigations Continue to Rise
Chapter 22. The Final Fiduciary Rule: A Plan Sponsor’s Perspective (May 4, 2016)
Chapter 23. The Final Fiduciary Rule: Impact on Investment Managers
Chapter 24. Alert Update: District Court Holds Sun Capital Funds Liable for Portfolio Company Pension Obligations (April 1, 2016)
Chapter 25. Department of Labor Releases Final Definition of ERISA Fiduciary and Related Conflict of Interest Rules: Groups Move to Challenge in Court (June 14, 2016)
Chapter 26. Sun Capital Case: ERISA Controlled Group Issues for Investment Funds (PowerPoint slides)
Chapter 27. Sun Capital Redux: Non-Parallel Private Equity Funds Found Liable For Pension Liabilities of Their Common Portfolio Company (March 31, 2016)
Chapter 28. Federal Court Finds Private Equity Funds Liable for Pension Liabilities of Portfolio Company (April 8, 2016)
Chapter 29. Employer Securities in Qualified Plans (May 31, 2015)
Chapter 30. PLI ERISA Litigation Outline
Chapter 31. ERISA Litigation Outline
Chapter 32. ERISA Litigation (PowerPoint slides)
Chapter 33. Final Fiduciary Rule Means ERISky Business: Will BICkering Follow?
Chapter 34. The Integral Calculus of Private Equity Funds and ERISA?: Co-Investment Case’s Math May Not Add Up (April 5, 2016)
Chapter 35. Types of Tax-Qualified Retirement Plans (May 31, 2016)
Chapter 36. 2016 Update on Underfunded ERISA Retiree Obligations: MEPPs and SEPPs and OPEBs—Oh My! (May 31, 2016)
Chapter 37. Ethical Considerations for the ERISA Lawyer (PowerPoint slides)
Chapter 38. Navigating Murky Waters: Ethics for the ERISA Lawyer (October 2015)
Index

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