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    The Amended QPAM Exemption: Impacts For Advisers, Attorneys, And Plan Sponsors

    1 PM EDT

    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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    Event Details

    Duration

    90

    Format

    Webinar

    Date

    Aug 13, 2024

    2024-08-13T13:00:00-04:00 2024-08-13T14:30:00-04:00 The Amended QPAM Exemption: Impacts For Advisers, Attorneys, And Plan Sponsors

    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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