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Pension Plan Investments 2017: Current Perspectives
Howard Pianko, Arthur H. Kohn
Corporate & Securities, Employee Benefits
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Table of Contents
Table of Contents
Chapter 1. The New DOL Fiduciary Rule: Impact on Mutual Fund Distribution (August 2016)
Chapter 2. The Brave New Fiduciary World Has Arrived—The DOL Tries to Find a More Ideal Balance in the Final “Investment Advice” Rules (May 2016)
Chapter 3. Part I(G) of PTE 84-14: Evolution of an Exemption
Chapter 4. IRA Participation in Relationship & Incentive Programs in Banking & Brokerage
Chapter 5. Fiduciary Litigation under ERISA (January 31, 2015)
Chapter 6. Current Topics for Investment Managers of ERISA Plans
Chapter 7. Complaint for ERISA Violations, Perez v. Roach, et al., No.16-cv-00120-RBW (D.D.C. Jan. 24, 2016)
Chapter 8. Consent Judgment and Order, Perez v. Roach, et al., No.16-cv-00120-RBW (D.D.C. July 18, 2016)
Chapter 9. Moreno v. Deutsche Bank Americas Holding Corp., 2016 WL 5957307 (S.D.N.Y. Oct. 13, 2016)
Chapter 10. Santomenno v. Transamerica Life Insurance Company, 2016 WL 2851289 (C.D. Cal. May 13, 2016)
Chapter 11. Order Denying Defendants’ Motion to Dismiss, Wildman v. American Century Services, LLC, No. 4:16-CV-00737-DGK (W.D. Mo. Feb. 27, 2017)
Chapter 12. Will Time Derail ‘Fiduciary’ Delay’s Arrival? DOL FABulously Pledges to “Mind the Gap” on Enforcement (March 13, 2017)
Chapter 13. It’s About Time! DOL Proposes Delay of Fiduciary Rule. But, as April 10 Nears, Clock Watchers Still “Wound Up” (March 2, 2017)
Chapter 14. Swimming in the Sea of Fiduciary: Legal and Commercial Implications for Private Funds (PowerPoint slides)
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