The ERISA Fiduciary Rule became effective as of 9 June 2017, and a significant number of private fund managers have since become subject to ERISA’s stringent fiduciary standards and the prohibited transaction provisions of ERISA and the Internal Revenue Code. This breakfast briefing will cover the following:

• Current status of the ERISA fiduciary rule – current rulemaking, legal challenges and market practice
• Current market practice on marketing to ERISA investors with no independent fiduciary
• 25% test and feeder fund hot topics
• VCOC and REOC structuring and planning issues
• The future of defined benefit and defined contribution ERISA plans in funds in Asia                                

Speakers:        

Paul Koppel - Head of ERISA, Clifford Chance

PLEASE NOTE:  This event is for Managers Only.

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