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ERISA 2019: The Evolving World
Chair(s):
William E. Ryan, Erin K. Cho
Practice Area:
Employee Benefits, Employment, Tax
Published:
Aug 2019
ISBN:
9781402434501
PLI Item #:
252936
CHB Spine #:
D555
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Table of Contents
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Front Matter
Faculty Bios
Table of Contents
Chapter 1. Kimberly Boberg, et al., Groom Law Group, Benefits Brief, House Passes Bipartisan Retirement Reform Legislation (May 28, 2019)
Chapter 2. Cleary Gottlieb Steen & Hamilton LLP, Alert Memorandum, SEC Proposes New Best Interest Standard for Broker-Dealers and “Clarification” of Existing Fiduciary Standard for Investment Advisers (May 2, 2018)
Chapter 3. Key ERISA Considerations for Service Providers When Using Big Data (May 22, 2019)
Chapter 4. Jennifer Eller, et al., Groom Law Group, Benefits Brief, Settlement in Vanderbilt 403(b) Case Raises Plan Data Questions (April 25, 2019)
Chapter 5. Defined Contribution Plan Record-Keeper Platform Fees
Chapter 6. Jennifer Eller, et al., Groom Law Group, Benefits Brief, Fidelity’s Mutual Fund Shelf-Space Payments Targeted by Plaintiffs (March 1, 2019)
Chapter 7. Outline—Abandoned Plans (May 28, 2019)
Chapter 8. State of Nevada, Office of the Secretary of State, Notice of Draft Regulations and Request for Comment, Proposed Amendments to Chapter 90 of the Nevada Administrative Code, Chapter 90, Fiduciary Duty Regulations (January 18, 2019)
Chapter 9. New Jersey Division of Consumer Affairs, Rule Proposal, Amendments to N.J.A.C 13:45J, Interested Persons Statement, 51 N.J.R. 493(a) (April 15, 2019)
Chapter 10. Financial Consumer Protection Act of 2019, Senate Bill 786 (February 4, 2019)
Chapter 11. Proposed Exchange Act Rule, Regulation Best Interest, 17 CFR Part 240, SEC Release No. 34-83062; File No. S7-07-18 (April 18, 2018)
Chapter 12. House Committee on Ways and Means, The Setting Every Community Up for Retirement Enhancement Act of 2019 (The SECURE Act)
Chapter 13. Retirement Enhancement and Savings Act of 2019, S. 972, 116th Congress, 1st Session (April 1, 2019)
Chapter 14. Nancy A. LeaMond, AARP, Letter to House in Support of the Setting Every Community Up for Retirement Act of 2019 (SECURE Act) (May 22, 2019)
Chapter 15. Lee Baker, AARP, Statement for the Record, Submitted to the House Financial Services Committee, Subcommittee on Investor Protection, Entrepreneurship and Capital Markets, “Putting Investor’s First? Examining the SEC’s Best Interest Rule” (March 14, 2019)
Chapter 16. David Certner, AARP, Letter to Hon. Jay Clayton, Chairman, U.S. Securities and Exchange Commission, RE: RIN 3235-AM25, File Number S7-07-18, Request for Comment on Regulation Best Interest (August 7, 2018)
Chapter 17. Fiduciary Standards—An Enduring Priority for Employer-Sponsored Retirement Plans (May 2019)
Chapter 18. Trends in Asset Management
Chapter 19. Blackrock, Inc., Global Insights, Sustainability: The Future of Investing (February 2019)
Chapter 20. U.S. Department of Labor, Field Assistance Bulletin No. 2018-01 (April 23, 2018)
Chapter 21. Health and Welfare Plan Fiduciary Issues from a Service Provider Perspective (May 31, 2019)
Chapter 22. ERISA Fiduciary Rules Applicable to Health and Welfare Benefit Plans
Chapter 23. Sharon L. Lippett, Epstein Becker & Green, P.C., Health Employment and Labor, Labor and Employment Law for the Health Care Industry, A Reminder from the DOL: Document a Plan’s Procedures for Designating Authorized Representatives (March 25, 2019)
Chapter 24. Sharon L. Lippett and Gretchen Harders, Epstein Becker & Green, P.C., Health Employment and Labor, Labor and Employment Law for the Health Care Industry, Proposed Rules Loosen Restrictions on Hardship Withdrawals (November 29, 2018)
Chapter 25. Sharon L. Lippett, Epstein Becker & Green, P.C., Health Employment and Labor, Labor and Employment Law for the Health Care Industry, Plan Sponsors and Participating Employers: Executive Order May Be a Gift (September 20, 2018)
Chapter 26. ERISA: Legal Risks and Issues Affecting Plan Sponsors (PowerPoint slides)
Chapter 27. Groom Law Group, Benefits Brief, Second Circuit Opens Potential ERISA Avenue for Plaintiffs in “Stock Drop” Lawsuits (January 29, 2019)
Chapter 28. Robert N. Eccles and Shannon M. Barrett, Fiduciary Litigation under ERISA (January 31, 2015)
Chapter 29. Surge in ERISA Fee Litigation
Chapter 30. U.S. Department of Labor, Employee Benefits Security Administration, Fact Sheet, EBSA Restores Over $1.6 Billion to Employee Benefit Plans, Participants and Beneficiaries
Chapter 31. U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Meeting Your Fiduciary Responsibilities (September 2017)
Chapter 32. John Barlow, et al., Groom Law Group, Benefits Brief, IRS Notice on Lump-Sum Windows for Retirees Creates More De-Risking Opportunities (March 14, 2019)
Chapter 33. Elizabeth Dold, et al., Groom Law Group, Benefits Brief, Robust Pension De-Risking Activity Expected for 2019 (February 13, 2019)
Chapter 34. Paths to Pension Risk Transfer (PRT)
Chapter 35. Frost Brown Todd, LLC, Employee Benefits Law Practice Group, FBT Legal Update, The IRS Backtracks (Again!) on Retiree Lump-Sum Windows (June 6, 2019)
Chapter 36. U.S. Department of Labor, Pension and Welfare Benefits Administration, 29 CFR Part 2509, Interpretive Bulletin No. 95-1, Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974, Fed. Reg. Vol. 60, No. 43 (March 6, 1995)
Chapter 37. Navigating Murky Waters: Ethics for the ERISA Lawyer (May 2018)
Chapter 38. ERISA: Legal Ethics—Outside and In-House Counsel (PowerPoint slides)
Index
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