Book

ERISA Class Exemptions, Fifth Edition

 

This comprehensive resource contains all of the regulatory class exemptions from ERISA’s prohibited transaction rules applicable to plan fiduciaries, along with the statutory prohibited transaction exemptions. It includes class exemption grants, amendments, and proposals, and features a section containing the integrated text of all non-superseded or non-revoked exemptions and amendments, as well as all amendments and corrections since publication of the final exemption.

 

Price: $425 Main volume


Meet The Authors

Description

 

This comprehensive resource contains all of the regulatory class exemptions from ERISA’s prohibited transaction rules, along with the statutory prohibited transaction exemptions. It includes class exemption grants, amendments, and proposals, and features a section at the end of each class exemption chapter containing the integrated text of all non-superseded or non-revoked exemptions and amendments, as well as all amendments and corrections since publication of the final exemption. 

The new Fifth Edition of ERISA Class Exemptions has been reorganized for ease of use, consolidating in Volume I the information that practitioners are more likely to use on a daily basis: analysis and full text of the currently effective exemptions. The chapters in Volume I also supply lists of relevant Federal Register notices and other supporting documents. The first volume also includes the proposed exemptions; superseded, replaced, revoked, expired, and withdrawn exemptions; and user aids. The text of Federal Register notices and other supporting documents for the exemptions is contained in Volume II.

This important resource also includes:  

  • Coverage of exemptions created or amended by the DOL fiduciary investment advice rule
  • Updates to regulatory guidance on the class exemptions, including advisory opinions and related individual exemptions
  • Updates to case law dealing with class exemption issues 

SUMMARY OF CONTENTS

  • Part 1. Prohibited Transaction Class Exemptions Currently in Effect
  • Part 2. Statutory Prohibited Transaction Exemptions Added by the Pension Protection Act of 2006
  • Part 3. Proposed Class Exemptions That Have Not Been Granted
  • Part 4. Superseded, Replaced, Revoked, Expired, and Withdrawn Exemptions
  • Part 5. Indexes and User Aids
  • Part 6. Federal Register Notices and Other Agency Documents
  • Part 7. Online Archive
  • Index of Applicants
  • Topical Index
  • Other User Aids

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, DC, and former counsel for ERISA regulation at the Department of Labor.

 

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

 

Contents

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