BOOK

ERISA Class Exemptions, Fourth Edition, with 2016 Cumulative Supplement

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proposals, and features a section at the end of each class exemption chapter containing the integrated text of all non-superseded or non-revoked exemptions and amendments, as well as all amendments and corrections since publication of the final exemption.

PreOrder--Pub. Date November 30

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a new easy-to-use section at the end of each class exemption chapter containing the integrated, current text of all non-superseded or non-revoked exemptions and amendments, including all amendments and corrections since publication of the final PTE.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 2016 Cumulative Supplement includes coverage of:
• New “Best Interest Contract” and “Principal Transactions” class exemptions
• Recent 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, 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.