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ERISA Class Exemptions, Fourth Edition, with 2013 Supplement

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Main Volume Information

 2012/2 Volumes/2,360 pp. Softcover/Order #9056P

 An indispensable compendium of class exemption material  

This time-saving reference contains all of the class exemptions from ERISA’s prohibited transaction rules, along with the statutory exemptions. It includes class exemption grants, amendments, and proposals and covers such important developments as the amended QPAM Exemptions, new automatic rollover safe harbor, and proposed expanded relief for securities lending.

The Fourth Edition includes a section at the end of each chapter with the integrated, current text of non-superseded or revoked exemptions and amendments in an easy-to-read format, including all amendments and corrections since publication of the final prohibited transaction exemption (PTE). In addition, the treatise contains:  

  • Introduction to PTEs with useful analysis by the authors
  • Full text of each regulatory PTE—proposed, interim, and final versions—as well as of the statutory PTEs added by the Pension Protection Act of 2006
  • Explanatory preambles from the Federal Register
  • Corrections and amendments
  • Citations to individual (nonclass) exemptions  

Supplement Information

2013/196 pp. Softcover/ISBN 978-1-61746-056-2/Order #2056

New developments covered in the 2013 Supplement include:

  • A proposed amendment to PTE 80-26 to address issues stemming from IRA brokerage account lien provisions
  • A proposed amendment to remove credit-rating conditions from six class exemptions
  • A proposed amendment to the abandoned plans exemption (PTE 2006-06) to expand exemptive relief to bankruptcy trustees
  • Updated related source material annotations on class or statutory exemptions 

Main Volume Information

About the Authors

Donald J. Myers is senior counsel with Morgan, Lewis & Bockius LLP, Washington, D.C., and former counsel for ERISA regulation at the Department of Labor.

Michael B. Richman  is counsel with Morgan, Lewis & Bockius LLP, Washington, D.C. 


Supplement Information

 By Donald J. Myers and Michael B. Richman