This CLE course will discuss legal best practices for selecting a 3(38) investment manager and outline key steps in structuring and documenting the investment manager relationship. Our panel will review the recent regulations that significantly impact the QPAM exemption, how best to negotiate and dr... Read More

This CLE webinar will provide perspectives and experiences to help counsel navigate through 401(k) plan issues in stock purchase M&A transactions that materially affect the transaction. The panel will discuss key considerations for plan termination and plan merger, avoiding unexpected liability, the... Read More

This CLE webinar will provide employee benefits counsel guidance for advising clients on negotiating and entering into service provider agreements for retirement plans. The panel will discuss key provisions, limitations of liability, fees and disclosures, recent court cases and tactics for handling... Read More

This CLE webinar will provide ERISA counsel, plan sponsors, and employers with an analysis of pension-linked emergency savings accounts (PLESAs) under the SECURE Act 2.0. The panel will discuss new DOL and IRS guidance, PLESA requirements outlined in the SECURE Act 2.0, permissible fees, investment... Read More

This CLE course will provide ERISA counsel with the tools necessary to guide fiduciary clients in connection with the review and negotiation of revenue sharing arrangements. Our experienced panel will address issues surrounding the utilization of excess payments, contract negotiation, credit allocat... Read More

This CLE webinar will guide employee benefits counsel and legal counsel to financial services providers in understanding the practical implications of the U.S. Department of Labor's (DOL) new fiduciary rule and prohibited transaction exemption amendments for retirement plan sponsors, plan advisers,... Read More

This CLE course will prepare in-house counsel and ERISA plan fiduciaries to conduct requests for proposals (RFPs) for retirement plan service providers. The panel will discuss when and how often plan fiduciaries should undertake an RFP process, outline the elements that make up a comprehensive and e... Read More

This CLE webinar will provide employee benefits attorneys, plan sponsors, and administrators with detailed guidance on performing nondiscrimination testing and compliance for 401(k) plans. The panel will review the minimum coverage, evaluate ADP and ACP tests for ensuring compliance with IRS nondisc... Read More

This CLE webinar will provide employee benefits counsel and advisers an in-depth analysis of the amendment to the qualified professional asset manager (QPAM) exemption. The panel will discuss key provisions impacting asset managers and plan sponsors, reporting and record keeping requirements, eligib... Read More

This CLE course will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group liability and successor employer rules under ERISA, the IRC, and the case law, as well as methods to limit claims and reduce the risk of buyer liabili... Read More

This CLE webinar will provide employee benefits counsel and plan sponsors guidance on new IRS regulations for 401(k) eligibility for long-term part-time (LTPT) employees. The panel will discuss key provisions of the new IRS regulations and the impact on eligibility and participation requirements, de... Read More

This CLE webinar will guide employee benefits counsel in understanding the practical implications for retirement plan sponsors, advisers and other service providers of the U.S. Department of Labor's (DOL) proposed regulation defining who is an investment advice fiduciary for purposes of ERISA. The p... Read More

This CLE course will provide ERISA counsel, ESOP trustees, selling shareholders, and plan sponsors guidance on employee stock ownership plan (ESOP) transactions and compliance issues in light of the recent IRS notice on ESOPs. The panel will discuss (1) rules and procedures governing fiduciary dutie... Read More

This CLE webinar will provide plan sponsors and employee benefits counsel with a detailed analysis of the legal requirements, risks, and challenges with establishing 401(k) plans for small businesses. The panel will discuss applicable rules and regulations for 401(k) plan structures and operations,... Read More

This CLE course will prepare counsel representing private equity funds and private equity professionals to meet the challenges under ERISA that apply to fund managers who are responsible for investing the assets of a fund that holds ERISA plan assets. The program will cover the impact on private equ... Read More

This CLE webinar will provide employee benefits counsel guidance on the ins and outs of freezing, modifying, or terminating defined benefit plans (DB plans) and other available options to reduce the costs and risk factors of DB plans. The panel will discuss a variety of options to reduce the adminis... Read More

This CLE course will discuss the current landscape of retirement plan investment and fee litigation. The discussion will focus on the offering of proprietary investment products and services in financial service company plans, and similar investment and fee litigation arising from the offering of in... Read More

This CLE webinar will provide employee benefits counsel guidance on the use of forfeitures in qualified retirement plans. The panel will discuss recent IRS proposed regulations, timing of use issues, permitted uses, reducing employer contributions and paying plan expenses, forfeitures in defined ben... Read More

This CLE course will provide counsel to employers that contribute to multiemployer pension plans with an in-depth examination of several recent trends related to multiemployer plan withdrawal liability. The panel will discuss the recent court rulings, tips for handling withdrawal liability issues in... Read More

This CLE webinar will guide employee benefits counsel in understanding the implications of recent cases in applying the DOL fiduciary rule for retirement plan sponsors, plan advisers, service providers, and other key groups. The panel will discuss recent court decisions that significantly impact the... Read More

This CLE webinar will provide guidance to ERISA counsel, plan sponsors, and administrators on key problem areas identified by the IRS and DOL in audits and methods to ensure compliance. The panel will discuss missing participants, late payroll deposits, missed employee communications, and other DOL... Read More

This CLE webinar will provide employee benefits counsel, plan sponsors, and asset managers guidance on the new DOL final ESG investments and proxy-related rules. The panel will discuss key provisions of the final rules and challenges, the permissibility of ESG factors in investments, the impact on q... Read More

This CLE course will provide ERISA counsel with a review of controlled group and successor liability theories by which an entity can be held jointly and severally liable for unpaid or underfunded pension liabilities of another entity. Read More

This CLE/CPE course will guide employee benefits counsel and tax advisers, analyze critical issues in establishing tax-qualified retirement plans, and offer methods to ensure compliance with applicable laws and regulations. Read More

This CLE course will provide ERISA counsel with an analysis of new Department of Labor (DOL) guidance on decisions to invest retirement plan assets in cryptocurrency. The panel will discuss ERISA compliance and general rules for plan investments and exposure for fiduciaries as well as the practical... Read More

This CLE webinar will provide guidance to fiduciaries and employer benefits counsel on key issues and legal considerations for the use of collective investment trusts (CITs) in 401(k) plans and other qualified retirement plan investments. The panel will discuss applicable federal regulations and req... Read More

This CLE course will provide ERISA counsel guidance on the prohibited transactions rules and available exemptions under ERISA, with an emphasis on common application of these rules. The panel will discuss critical provisions under ERISA and the Internal Revenue Code (IRC), applicable rules and proce... Read More

This CLE webinar will provide ERISA counsel and plan sponsors guidance on ERISA fiduciary standards and challenges for retirement plans. The panel will discuss the complex compliance requirements, as well as identify fiduciaries for plan decisions and transactions, potential liability stemming from... Read More

This CLE webinar will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group and affiliated group rules under ERISA and the Internal Revenue Code (IRC). The panel will provide an analysis of key provisions under ERISA and the... Read More

This CLE course will provide M&A and in-house counsel with a review of controlled group rules and successor liability theories. An entity can be held jointly and severally liable for the unpaid or underfunded pension liabilities of another entity. Read More

This CLE webinar will guide employee benefits and asset management counsel on critical issues and recent developments impacting retirement plan investments. The panel will discuss new proposed regulations for consideration of environmental, social, and corporate governance (ESG) and plan voting, pri... Read More

This CLE course will provide a thorough and practical guide for employers, investors, employee benefits counsel and plan personnel seeking to understand withdrawal liability in general as well as the anticipated impact of the PBGC''s final interim rule on contributing employers that participate in f... Read More

This CLE course will provide ERISA counsel and advisers guidance on the compliance challenges of the DOL fiduciary rule. The panel will discuss recent final DOL guidance for investment advice, issues stemming from IRAs and rollovers, exemptions, conflicts of interest, and more. The panel will also p... Read More

This CLE course will guide employee benefits counsel and fiduciaries on the implications of the recent final DOL rule for the exercise of shareholder rights for benefit plans. The panel will discuss key provisions of the rule and potential implications to fiduciaries, ERISA plans and other stakehold... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on structuring pooled employer plans (PEPs) and recent Department of Labor (DOL) final regulations for registration and other rules for PEPs. The panel will discuss key provisions in the final regulations and thei... Read More

This CLE course will provide guidance to ERISA counsel on the recently issued DOL Information Letter and final regulations for private equity investments in defined contribution plans. Read More

This CLE course will guide employee benefits attorneys on structuring student loan repayment benefit programs. The panel will discuss recent legislation, IRS guidance, applicable rules, and important design considerations for employers, including the challenges in offering a student loan repayment p... Read More

This CLE course will guide ERISA counsel and advisers on critical challenges and ramifications of the applicable rules for fiduciaries and new revisions from the Department of Labor (DOL). The panel will discuss new standards, essential steps for counsel and advisers, significant responsibilities fa... Read More

This CLE course will provide ERISA counsel and advisers an in-depth analysis of the use of actuarial assumptions in defined benefit plans. The panel will discuss the current litigation landscape and developments in the cases that challenge plan actuarial equivalence factors. The panel will also revi... Read More

This CLE course will provide employee benefits counsel with an in-depth analysis of the nuances and potential compliance traps with respect to the CARES Act retirement plan distribution and loan provisions. The panel will discuss recent IRS guidance regarding coronavirus-related distributions and lo... Read More

This CLE course will provide guidance to ERISA counsel on the key provisions of the new Department of Labor (DOL) rules regarding electronic disclosures for ERISA-covered retirement plans. The panel will discuss the new alternative safe harbor, notice requirements, website standards, and key next st... Read More

This CLE course will guide employee benefits counsel on potential pension withdrawal and shutdown liability issues and other legal implications of furloughs and layoffs. Read More

This CLE course will provide employee benefits counsel, sponsors, and administrators an in-depth analysis of the impact of the Coronavirus Aid, Relief, and Economic Security (CARES) Act on employee benefit plans. The panel will discuss critical provisions of the CARES Act for plan sponsors and admin... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators a detailed analysis of the new IRS final regulations for hardship distributions for 401(k) and 403(b) plans. The panel will discuss key provisions of the final rules, necessary amendments for retirement plan documents, adm... Read More

This CLE course will guide ERISA counsel, plan sponsors, and administrators upon discovering unauthorized workers in retirement plans. The panel will discuss ERISA and DOL guidance, factors to consider under the Internal Revenue Code, tax reporting and withholding issues for U.S. and non-U.S. person... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on the Department of Labor's recent final regulations on multiple employer plans (MEPs). The panel will discuss key provisions in the final regulations and their impact on small and mid-size employers; factors in... Read More

This CLE course will provide guidance to ERISA counsel on the compliance challenges of safe harbor 401(k) plans. The panel will discuss key regulatory issues, compliance testing, notice requirements, effective safe harbor contribution provisions, and key planning methods to avoid compliance traps fo... Read More

This CLE course will provide perspectives and experiences to help counsel navigate through employee benefits issues in mergers and acquisitions that are often overlooked and can materially affect the value of a transaction. To avoid unexpected liability, benefits counsel must be familiar with the co... Read More

This CLE course will provide ERISA counsel and advisers guidance on the new IRS procedures for correcting benefit plan mistakes and errors for plan sponsors and administrators. The panel will discuss the recent changes to the IRS Employment Plans Compliance Resolution System (EPCRS), available optio... Read More

This CLE course will provide ERISA and asset management counsel with a review of due diligence practices for fund managers, trustees and plan administrators. The panel will offer best practices to mitigate regulatory scrutiny and lawsuits by plan participants. Read More

This CLE course will provide ERISA counsel and plan administrators guidance on the legal risks of cross-plan offsetting. The panel will discuss recent court decisions, fiduciary obligations of plan sponsors, oversight of third-party administrators (TPAs) engaging in cross-plan offsetting, limiting l... Read More

This CLE course will prepare counsel to advise clients on negotiating and entering into service provider agreements for retirement plans. The panel will discuss some practical business concerns and possible best practices. Read More

This CLE course will provide ERISA counsel and plan sponsors guidance on advanced structuring techniques for ESOP transactions. The panel will discuss options for counsel and plan sponsors pursuing ESOP transactions to address complex legal obstacles, the use of warrants and clawbacks, financing alt... Read More

This CLE course will guide ERISA counsel and plan sponsors on regulations governing 401(k) plan loans and defaults. The panel will discuss the challenges and issues faced by plan sponsors regarding plan loans under ERISA, implications of tax reform on plan loan offset amounts, techniques for handlin... Read More

This CLE course will guide ERISA attorneys and general counsel on issues regarding compliance and 401(k) investment managers, including appointment and monitoring by plan sponsors. Our experienced panel will provide an overview of critical aspects of regulations under ERISA and provide insight into... Read More

This CLE course will discuss the IRS' changes to its determination letter process limiting the ability of employers with customized benefits plans to obtain a determination letter, and new procedures for employers to ensure their plans maintain their tax-exempt status. The program will also discuss... Read More

This CLE course will discuss regulatory compliance issues for robo-advisers who provide investment advice and discretionary management services to ERISA retirement plans and IRAs. Discussion will include ERISA's fiduciary and prohibited transaction provisions, the Code's probited transaction provisi... Read More

This CLE course will provide ERISA and asset management counsel with a review of effective due diligence practices for institutional investors from both a legal and economic perspective. The panel will offer risk mitigation best practices at a time of increased government scrutiny and lawsuits by pl... Read More

This CLE course will provide ERISA counsel and advisors with a thorough and practical guide to structuring hybrid cash balance pension plans and converting current defined benefit plans to cash balance plans. The panel will detail optimal scenarios for establishing a cash balance plan, identify inte... Read More

This CLE course will provide practical guidance on meeting the challenges posed by the reportable events rules, with a focus on how those rules interact with the PBGC's Early Warning Program. Read More

This CLE course will discuss the current state of the law regarding the ERISA church plan exemption and provide guidance for church-affiliated employers--primarily healthcare providers and schools--for evaluating the structure, operation, and funding levels of their pension plans in light of increas... Read More