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ERISA Fiduciary Investment Basics 2019 (PLI Webcast)
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Groupcast at the offices of the Atlanta Bar Association

3/18/2019
When: 3/18/2019
9:00 am to 5:00 pm
Where: Atlanta Bar Association
229 Peachtree Street NE
Suite 400
Atlanta, Georgia  30303
United States
Presenter: PLI and Atlanta Bar CLE
Contact: (404) 521-0781

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Practicing Law Institute and Atlanta Bar CLE will continue working together to bring PLI programs to you! 
 
PLI is dedicated to providing the legal community with the most up-to-date, relevant information and techniques which are critical to the development of a professional, competitive edge. 
 
More of PLI's sophisticated and cutting-edge programs will be webcast live at the Atlanta Bar Association Office through May 2018. 

6 CLE hours, Including 1 Ethics Hours
 
This course provides an introduction to the basics of ERISA fiduciary law using a case study vehicle. At this year’s program, you will learn about the principal issues in ERISA’s regulation of plan investments through a case study of a hypothetical plan asset hedge fund exploring entry in the plan marketplace and a plan investor considering such an alternative investment. The program will also utilize a hypothetical fiduciary training session to provide an introduction to the core ERISA fiduciary issues applicable to defined contribution plans. The final session on ethical considerations relating to ERISA plans adopts a similar interactive approach.

What You Will Learn:
  • ERISA basics: terminology; structure of ERISA and the Code; fiduciary standards; prohibited transactions and the exemption process; ERISA liability, indemnification and fiduciary liability insurance
  • ERISA landscape fundamentals for financial institutions and advisors, including the lasting impact of the rejected fiduciary regulation
  • Financial products and prohibited transaction exemptions — considerations and sample transactional analysis
  • Through a mock fiduciary training session, the ERISA fundamentals applicable to 401(k) and other defined contribution plans
  • Checklist of ERISA considerations in making an investment in alternative investments
  • Ethical considerations for the ERISA practitioner

 

Register online and view more information at www.pli.edu

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