Publications | Single Issue Periodical
Family Advocate Winter 2025: Vol. 47, No. 3
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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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].
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Publications | Single Issue Periodical
Family Advocate Winter 2025: Vol. 47, No. 3
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Preventing the Dispute Before It Begins: Proven Mechanisms for Fostering Better Business Relationships
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