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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

Collective Trust Funds — An Overview of their Essential Features (v. Mutual Funds) (6 pp) $29.00
By Clifford E. Kirsch

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CTFs — A Regulatory Introduction (106 pp) $49.00
By Clifford E. Kirsch Charles M. Horn Richard K. Matta

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An Overview of the Regulatory Framework Applying to Collective Funds: For Beginners (6 pp) $29.00
By Clifford E. Kirsch

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Collective Trust Funds Marketplace Developments (14 pp) $29.00
By Joel Lieb Steve Deutsch, CFA, CAIA Steve Ferber

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Coalition of Collective Trust Funds Summary of Regulatory Initiatives (12 pp) $29.00
By Clifford E. Kirsch

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Regulatory and Litigation Roundup: ERISA Developments (44 pp) $29.00
By W. Mark Smith, Esquire

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ERISA Litigation Update (20 pp) $29.00

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

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Third Party Advisers to Collective Trust Funds (8 pp) $29.00
By Clifford E. Kirsch

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Stable Value Funds — A Continuing Crossroad for Pension Plan Sponsors and Participants (6 pp) $29.00
By Bruce D. Gallant Steve Deutsch, CFA, CAIA

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Sample Glossary of Collective Investment Fund Terms for Disclosures to Retirement Plan Participants (12 pp) $29.00

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Stable Value Funds-REVISED-A Continuing Crossroad for Pension Plan Sponsors and Participants-supplemental material (16 pp) $29.00

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Collective Trust Funds Marketplace Developments-supplemental material (26 pp) $29.00

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Recent ERISA Litigation Developments-supplemental material (14 pp) $29.00
By James O. Fleckner

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Collective Investment Fund Update-supplemental material (18 pp) $29.00
By Mr. Joel Miller

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Collective Trust Funds: 'Maintained by a Bank' Implicatinos when Delegating to Third Party Managers-supplemental material (16 pp) $29.00
By John Munch

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CIF Marketing, Distribution and Advertising Issues-supplemental material (14 pp) $29.00
By Donald W. Smith

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Table of Contents (10 pp)

Course Materials Subscription

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Coursebook Subscription - Securities
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