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Retirement Plan Products and Services: Collective Investment Trusts, Mutual Funds, and Beyond

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Coursebook Papers:

A View from the Regulators (10 pp) $29.00
By Mr. Joel Miller

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EBSA Enforcement (12 pp) $29.00
By Jonathan Kay

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Changing Business Landscape Retirement Plan Products (18 pp) $29.00
By Lori Lucas, CFA Sharon H. Ennis

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The Final Rule: DOL's Expanded Definition of Investment Advice Fiduciary Under ERISA and Revised Complex of Exemptions (32 pp) By W. Mark Smith

ERISA Fiduciary Principles and Excessive Fee Litigation (32 pp) $29.00
By James O. Fleckner

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Collective Investment Funds (14 pp) $29.00
By Charles M. Horn Richard K. Matta

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Lifetime Income Products – Legal Issues (28 pp) $29.00
By Bradford C. Melius

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Insurance Company Separate Accounts, Target Date Funds and Lifetime Guarantees (14 pp) $29.00
By Bradford C. Melius

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Additional Materials - Insurance Company Separate Accounts, TDFs and Lifetime Guarantees By Bradford C. Melius (14 pp) $29.00
By Bradford C. Melius

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Additional Materials - EBSA Enforcement By Jonathan Kay (12 pp) $29.00
By Jonathan Kay

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Additional Materials - A View from the Regulators By Joel Miller (10 pp) $29.00
By Mr. Joel Miller

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Additional Materials - Mutual Fund Developments Challenges and Opportunities by Donald W. Smith (8 pp) $29.00
By Donald W. Smith

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Additional Materials - Litigation Update By James O' Fleckner and Angela Montez (20 pp) $29.00
By James O. Fleckner

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Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Securities
Price: $399.00 Add to Cart

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