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Conference on Collective Trust Funds: Current Banking, SEC, and ERISA Regulatory
and Compliance Issues

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Coursebook Papers:

Table of Contents

CTFs – A Regulatory Introduction (56 pp) $39.00
By Charles M. Horn Wendell M. Faria, Esquire

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Collective Investment Trusts (12 pp) $29.00

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Primer on Bank Collective Funds (6 pp) $29.00
By Timothy Edward Keehan

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The Resurgence of Collective Investment Trusts — Tips and Traps for the Unwary Investment Manager (88 pp) $39.00
By Clifford E. Kirsch, Esquire

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Collective Trust Funds Marketplace Developments (10 pp) $29.00
By James Danaher Richard K. Matta Steve Deutsch, CFA, CAIA

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Collective Investment Fund Issues (26 pp) $29.00
By Mr. Joel Miller

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Collective Investment Funds: Regulatory Implications of 'Prudent Delegation' (10 pp) $29.00
By Timothy Edward Keehan

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DOL Plan Participant Disclosure Rule 404a-5 (10 pp) $29.00
By Victor R. Siclari

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CIF Marketing, Distribution and Advertising Issues (8 pp) $29.00
By Donald W. Smith

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Recent Department of Labor Initiatives Affecting Bank Collective Trust Funds (8 pp) $29.00
By Victor R. Siclari

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Collective Trust Funds: New Product Strategies (6 pp) $29.00
By Joel Lieb

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Guaranteed Retirement Income Products and Bank Collective Trusts (12 pp) $29.00
By Stephen E. Roth, Esquire

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Stable Value Funds – At a New Crossroads for Pension Plan Sponsors and Participants (10 pp) $29.00
By Kelli Hueler Kevin Lyman Steve Deutsch, CFA, CAIA

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Third Party Advisory Arrangements (8 pp) $29.00

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Addressing Participant Behavior and Needs: 'Active' and 'Accidental' (16 pp) $29.00
By Daniel A. Notto

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Coursebook Subscription - Securities
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