BOOK

ERISA Class Exemptions, Fourth Edition, with 2015 Supplement

This essential reference contains all of the regulatory class exemptions from the prohibited transaction rules of the Employee Retirement Income Security Act, along with the statutory prohibited transaction exemptions. It also describes and analyzes each exemption, provides the full text of regulatory developments and the final, consolidated language of each exemption, and references related statutes, case law, and guidance.

MEET THE AUTHORS
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DESCRIPTION

This time-saving reference contains all of the regulatory class exemptions from the prohibited transaction rules of the Employee Retirement Income Security Act, along with the statutory prohibited transaction exemptions (PTEs). ERISA Class Exemptions includes class exemption grants, amendments, and proposals. The Fourth Edition features a new easy-to-use section at the end of each class exemption chapter containing the integrated, current text of all non-superseded or non-revoked exemptions and amendments, including all amendments and corrections since publication of the final PTE.


Supplement Information  

The 2015 Cumulative Supplement include: 

  • Proposed new “Best Interest Contract” and “Principal Transactions” class exemptions
  • Proposed amendments to several existing class exemptions related to DOL’s fiduciary investment advice reproposal
  • Updates to regulatory guidance on the class exemptions, including advisory opinions and related individual exemptions
  • Updates to case law dealing with class exemption issues

 


AUTHORS

Bloomberg BNA authors and editors are practicing professionals with insider perspectives and real-life experience. Learn more about this book’s authors and editors.

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

 


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

 


CONTENTS

View full tables of contents and read the book’s preface or introduction.