Erisa 2019: The Evolving World: PLI Boston Groupcast

  • Product Number: 2190636VC1
  • CLE Credits, earn up to:
    7 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Pricing
  • Product Description

    Product Description



    Why You Should Attend

    This popular two-day program is a must for ERISA and benefits practitioners. Our experienced faculty of leading ERISA attorneys will discuss a broad array of topics, including regulatory updates, evolving trends in the offering of investment products and services, the latest issues affecting both financial institutions and plan sponsors, priorities affecting health and welfare plans, trends in asset management, updates on ERISA litigation and DOL enforcement priorities as well as issues relating to pension de-risking and corporate transactions. Legal ethics is also included. 

    Who Should Attend

    This program is appropriate for attorneys, human resources practitioners, and other professionals who work in the areas of employee benefits and retirement plan services.

    What You Will Learn

    • Review regulatory updates and legislative updates
    • Explore issues affecting financial institutions and other service providers
    • Address priorities affecting health and welfare plans
    • Learn about trends in asset management
    • Understand the legal risks affecting plan sponsors
    • Get the latest tips on M&A transactional practice, litigation and DOL enforcement
    • Examine pension de-risking

    Special Feature

    • Earn up to 1.5 hours of Ethics credit


    Program Level: Overview

    Intended Audience: ERISA and benefits practitioners seeking to gain a better understanding retirement products and services.

    Prerequisites: Some experience with retirement products and services available.

    Advanced Preparation: None 

  • Agenda

    Agenda & Materials

    • 9:00 AM EDT

      Opening Remarks

    • 9:15 AM EDT

      ERISA Regulatory and Legislative Updates

      DOL priorities and updates SECURE/RESA and other legislative priorities Fiduciary rule updates
    • 10:15 AM EDT

      Networking Break

    • 10:30 AM EDT

      ERISA Issues Affecting Financial Institutions

      Broker dealer issues Insurance company issues Cybersecurity and participant data developments
    • 11:45 AM EDT


    • 12:45 PM EDT

      ERISA: Trade Associations' Priorities

      State fiduciary issues, and the SEC’s regulation best interest Retirement legislation – the SECURE Act, and other related bills State run retirement plan issues Electronic disclosure
    • 1:45 PM EDT

      ERISA Trends in Asset Management

      QPAM exemptions Alternative investments New investment products and opportunities
    • 2:45 PM EDT

      Networking Break

    • 3:00 PM EDT

      Health and Welfare Plans

      Increased DOL enforcement activity Prohibited transaction issues Fiduciary governance
    • 4:00 PM EDT

      ERISA: Legal Risks and Issues Affecting Plan Sponsors

      Plan governance update Missing participants Defined contribution plan issues Transactions from an in-house perspective
    • 5:00 PM EDT


    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Pricing


    • $1,895.00 - All Registrants