Course Handbook  Course Handbook

ERISA Fiduciary Investment Basics 2019

Publication Date: March 2019 Number of Volumes: 1
ISBN Number: 9781402433368 Page Count: 374 pages

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Table of Contents
Chapter 1: Arthur J. Gallagher & Co., Independent Fiduciaries and ERISA (January 2019) Natalie H. Kossak ~ Area Senior Vice President, Chief Compliance Officer & Area Assistant Counsel, Gallagher Fiduciary Advisors, LLC
Chapter 2: Fiduciary Liability Insurance and ERISA Fidelity Bonds: Requirements and Available Coverages Rhonda Prussack ~ SVP, Fiduciary Liability Product Manager, Berkshire Hathaway Specialty Insurance
Chapter 3: The ERISA Basics Ira G. Bogner ~ Proskauer Rose LLP
Mary E. Alcock ~ Cleary Gottlieb Steen & Hamilton LLP
S. John Ryan ~ Seward & Kissel LLP
Sarah E. Downie ~ Weil, Gotshal & Manges LLP
Chapter 4: Patrick S. Menasco and Bibek R. Pandey, The DOL Process: Exemptions & Advisory Opinions Patrick S. Menasco ~ Stroock & Stroock & Lavan LLP
Chapter 5: U.S. Department of Labor, Employee Benefits Security Administration, Filing Requests for ERISA Advisory Opinions: ERISA Procedure 76-1 (August 24, 1976) Patrick S. Menasco ~ Stroock & Stroock & Lavan LLP
Chapter 6: U.S. Department of Labor, Exemption Procedures under Federal Pension Law Patrick S. Menasco ~ Stroock & Stroock & Lavan LLP
Chapter 7: Over Thirty Years Later: Venture Capital Operating Companies and Real Estate Operating Companies under Department of Labor Plan Asset Regulations (January 4, 2019) Alan J. Yurowitz ~ Vice President, Legal & Compliance, BlackRock Inc.
Alicia C. McCarthy ~ Wachtell, Lipton, Rosen & Katz
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
Chapter 8: ERISA Investor Checklist for Investment in a Hedge Fund (January 4, 2019) Alan J. Yurowitz ~ Vice President, Legal & Compliance, BlackRock Inc.
Alicia C. McCarthy ~ Wachtell, Lipton, Rosen & Katz
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
Chapter 9: Robert N. Eccles and Shannon M. Barrett, Fiduciary Litigation under ERISA (January 31, 2015) Shannon M. Barrett ~ O'Melveny & Myers LLP
Index

This Course Handbook was compiled for the program, ERISA Fiduciary Investment Basics 2019.

PLI’s nationally acclaimed course handbooks represent the definitive thinking of the nation’s finest legal minds on timely topics and are considered the standard reference in the field. This course handbook is prepared specifically for the program and stands alone as a permanent reference.

Chairperson(s)
Alicia C. McCarthy, Wachtell, Lipton, Rosen & Katz
Howard Pianko, Seyfarth Shaw LLP
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Handbook  Course Handbook Archive

ERISA Fiduciary Investment Basics 2019 Howard Pianko, Seyfarth Shaw LLP
Alicia C. McCarthy, Wachtell, Lipton, Rosen & Katz
 
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