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ERISA plans are major investors in a constantly evolving financial marketplace. Both financial firms designing and selling financial products and plans purchasing financial products need to understand the inner workings of the products in order to analyze them under ERISA and ensure compliance. This course provides an in depth look at the nuts and bolts of various financial instruments and investment vehicles and the ERISA issues that arise in connection with them. Each focusing on a different type of common plan investment, our panels of capital markets and ERISA experts will explore the interaction between ERISA and the Code and how financial products and markets actually work.
James Frazier will speak on a panel entitled, "Repos, Securities Lending and Stable Value Funds."