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Corporate Director's Guidebook, Eighth Edition
The Amended QPAM Exemption: Impacts For Advisers, Attorneys, And Plan Sponsors [CC]
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The Amended QPAM Exemption: Impacts For Advisers, Attorneys, And Plan Sponsors [CC]
Created in 1984, the U.S. Department of Labor’s (DOL) Prohibited Transaction Class Exemption (PTCE) 84-14 for Qualified Professional Asset Managers (QPAM) permits an ERISA investment account managed by a QPAM to complete myriad transactions with parties in interest with respect to a Plan, subject to the PTCE’s conditions. PTCE 84-14 has been a favored mechanism to manage investments in both ERISA defined benefit and defined contribution plans. The 2024 amendments have added new requirements, including new notification to the DOL, disqualification events, and recordkeeping requirements, including participant access rights to records. Learn from our panelists what amended PTCE 84-14 means for investment managers of ERISA assets, plan sponsors with plans that invest in managed pools, and attorneys who advise any of these parties.
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The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit in 50-minute states in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state's approval and credit rounding rules.
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Employee Benefits Passport
The Employee Benefits Passport gives you access - for one low price - to all of the JCEB's webinars and provides a 25% discount to attend any or all of the renowned JCEB National Institutes (in-person and virtual), click here for more details or to purchase.
Scholarships
A limited number of scholarships to defray tuition expenses are available for this program on a case-by-case basis. Qualifying attorneys will receive at least a 50% reduction in the course fee(s). Preference will be given to full-time LL.B. candidates. Scholarship applications must be received in the ABA offices no later than thirty days prior to the program presentation. You will be notified prior to the program if your application is approved. To request an application or receive additional information, e-mail [email protected].
Product Details
Moderators
External Sponsors
American College of Employee Benefits Counsel
Panelists
Sponsors
Business Law Section, Joint Committee On Employee Benefits, Health Law Section, Tort Trial and Insurance Practice Section, Section of Real Property, Trust and Estate Law, Section of Taxation
Product Code
EB2408WEB18OLC
Duration
90
Publication Date
8/13/2024 12:00:00 AM
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