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Pension Plan Investments 2004: Confronting Today's Issues
Chair(s):
A. Richard Susko, Howard Pianko
Practice Area:
Employee benefits
Published:
May 2004
i
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ISBN:
140240459X
PLI Item #:
2774
CHB Spine #:
J615
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Table of Contents
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Front Matter
Table of Contents
Chapter 1. QPAM Exemption—Proposed Amendments Offer Limited Relief but Complications Remain
Chapter 2. QPAM Exemption—“Affiliation” Standards
Chapter 3. Proposed Amendments to the Securities Lending Exemptions
Chapter 4. Selected ERISA Issues Affecting Broker-Dealers
Chapter 5. ESOPs and S-Corporations
Chapter 6. New Techniques, Special Features and Enhanced Incentives in Utilizing ESOPs
Chapter 7. The Department of Labor’s Proposed Amendment to Prohibited Transaction Class Exemption 75-1
Chapter 8. Rough Seas Ahead? Charting a Safe Course for Company Stock Plan Fiduciaries
Chapter 9. Survey of Certain Recent Cases Involving Allegations of Fiduciary Breaches Regarding the Investment of Employer Stock
Chapter 10. Employer Stock Cases
Chapter 11. Implementing a Global Asset Allocation Strategy: From the Perspective of the Broker-Dealer
Chapter 12. CFTC Checklist for Implementing Global Asset Allocation Strategies
Chapter 13. Fiduciary Litigation under ERISA
Chapter 14. The ERISA Fiduciary Self-Audit—The First Step to Limiting ERISA Liability Exposure and Developing Best Practice Standards
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