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proposals, and features a section at the end of each class exemption chapter containing the integrated text of all non-superseded or non-revoked exemptions and amendments, as well as all amendments and corrections since publication of the final exemption.

 

 

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proposals, and features a section at the end of each class exemption chapter containing the integrated text of all non-superseded or non-revoked exemptions and amendments, as well as all amendments and corrections since publication of the final exemption.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 the first volume the information that practitioners are more likely to use on a daily basis: analysis and full text of the currently effective exemptions. Volume I also supplies lists of relevant Federal Register notices, the proposed exemptions, and user aids. Supporting Federal Register and other agency documents—as well as superseded, revoked, and withdrawn exemptions--are contained in Volume II.

This important resource also includes: 

  • Enhanced coverage of the 2016 “Best Interest Contract” and “Principal Transactions” class exemptions
  • Amendments to several existing class exemptions related to DOL’s 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

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.