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ERISA 2017: 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 2017 i Other versions can be found in the Related Items tab.
ISBN: 9781402429521
PLI Item #: 186655
CHB Spine #: D496

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Table of Contents
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Front Matter
Faculty Bios
Table of Contents
Chapter 1. Acosta’s DOL Approach to the Fiduciary Rule (May 23, 2017)
Chapter 2. Definition of the Term “Fiduciary”; Conflict of Interest Rule–Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128, 29 CFR Part 2510 (April 2017)
Chapter 3. DOL Fiduciary Rule: Ready, Set, Go! But How Far? (June 7, 2017)
Chapter 4. Conflict of Interest FAQs (Transition Period) (May 2017)
Chapter 5. Temporary Enforcement Policy on Fiduciary Duty Rule
Chapter 6. Conflict of Interest Exemptions FAQs
Chapter 7. Conflict of Interest FAQs (Part II–Rule) (January 2017)
Chapter 8. DOL Releases Guidance on Best Interest Contract and other Exemptions (October 31, 2016)
Chapter 9. DOL Releases Second Set of FAQ Guidance on Fiduciary Rule (January 17, 2017)
Chapter 10. IRS Announces Fiduciary Rule Excise Tax Relief (March 28, 2017)
Chapter 11. DOL Finalizes 60-Day Delay of Fiduciary Rule (April 5, 2017)
Chapter 12. DOL Issues Proposed Best Interest Contract Exemption for Insurance Intermediaries (January 23, 2017)
Chapter 13. Proposed Best Interest Contract Exemption for Insurance Intermediaries
Chapter 14. The Final Rule: DOL’s Expanded Definition of Investment Advice Fiduciary Under ERISA and Revised Complex of Exemptions, Analysis and Critical Issues
Chapter 15. Legal Alert: 2016 in Review: ERISA Criminal Enforcement Rises, Civil Enforcement Falls (February 28, 2017)
Chapter 16. The Final Rule: June 9 is the launch date after all
Chapter 17. The Final DOL Fiduciary Rule—Considerations for Plan Sponsors (June 14, 2016)
Chapter 18. Employer Securities in Qualified Plans (June 30, 2016)
Chapter 19. Hiring an Independent Fiduciary for a 401(k) Plan Company Stock Fund: Common Questions from Plan Sponsors and Plan Committees
Chapter 20. In Victory for Religiously-Affiliated Hospitals, the Supreme Court Rules that Church Plans Need not be Established by Churches (June 6, 2017)
Chapter 21. Advocate Health Care Network et al. v. Stapleton et al., Certiorari to the United States Court of Appeals for the Seventh Circuit, No. 16-74. 581 U.S. ____ (June 5, 2017)
Chapter 22. ERISA Litigation (PowerPoint slides)
Chapter 23. New Determination Program Rev. Proc. 2016-37
Chapter 24. Rulings and Determination Letters. 26 CFR § 601.201 (2016)
Chapter 25. New IRS Guidance on Downsized DL Program—In Brief (July 1, 2016)
Chapter 26. PBGC Walks Back Early Warning Program Expansion (May 11, 2017)
Chapter 27. Risk Mitigation & Early Warning Program
Chapter 28. Risk Mitigation & Early Warning Questions and Answers
Chapter 29. Canadian Court Rejects Multiemployer Plan’s ERISA Controlled-Group Liability Claims (May 12, 2017)
Chapter 30. Navigating Murky Waters: Ethics for the ERISA Lawyer (May 2017)
Chapter 31. Ethical Considerations for the ERISA Lawyer (PowerPoint slides)
Chapter 32. Employee Benefits Considerations in Joint Ventures
Index

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