Morgan Lewis

Related Publications

02/08/12 Final DOL 408(b)(2) Disclosure Regulation
Final regulation provides a number of helpful clarifications and changes, but continues to impose what will be a highly burdensome disclosure framework.
02/02/12 DOL Releases Final 408(b)(2) Disclosure Regulation
Final regulation on required disclosures by plan service providers extends deadline for disclosures to July 1, 2012.
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Related Events

03/15/12-03/16/12 14th Annual IA Compliance Best Practices Summit 2012 Washington, DC
Steve Stone, speaker, "What A CCO Can Do to Reduce The Risk Of Insider Trading"; Donald Myers, speaker, "What New Department of Labor Rules Mean for ERISA Fiduciaries
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Related News

07/27/11 Pressure for New Fiduciary Proposal Mounting, Plan Adviser
Donald Myers' testimony before the House Committee on Education and the Workforce Subcommittee on Health, Employment, Labor, and Pensions is discussed.
07/25/11 Morgan Lewis Partner Testifies Before House Subcommittee on Impact of DOL’s Proposed Rules to Redefine “Fiduciary”
Donald Myers will testify regarding the Department's proposed rules to redefine who may be considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA).
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Donald J. Myers

Washington, D.C.
1111 Pennsylvania Ave., NW
Washington, DC 20004-2541
Phone: 202.739.5666
Fax: 202.739.3000

17 Publications Found
Date Title Publication
02/08/1202/08/12 Final DOL 408(b)(2) Disclosure Regulation

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Employee Benefits and Investment Management LawFlash
02/02/1202/02/12 DOL Releases Final 408(b)(2) Disclosure Regulation

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Employee Benefits and Investment Management LawFlash
12/06/1112/06/11 DOL Calls into Question Whether Boilerplate Indemnification Language in an IRA Brokerage Agreement Constitutes a Nonexempt Prohibited Transaction

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Employee Benefits and Investment Management LawFlash
11/11/1111/11/11 SEC Staff Grants No-Action Relief on Compliance with ERISA Disclosure Rule

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Employee Benefits and Investment Management LawFlash
10/04/1110/04/11 Refining E-Delivery Of Retirement Plan Disclosure, Law360

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Article
09/21/1109/21/11 DOL Announces Intent to Repropose Rule on Definition of "Fiduciary"

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Employee Benefits LawFlash
09/15/1109/15/11 DOL Releases Interim Guidance on Electronic Delivery of Participant-Directed Retirement Plan Disclosure

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Employee Benefits LawFlash
12/09/1012/09/10 The Department of Labor’s Recent Flurry of Fiduciary Regulations: New Obligations for Plan Fiduciaries and Plan Service Providers

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Webinar
10/26/1010/26/10 DOL Releases Final Disclosure Regulations for Participant-Directed Individual Account Plans

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Employee Benefits LawFlash
09/16/1009/16/10 Outsourcing Fiduciary Responsibility

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Webinar
09/01/1009/01/10 SEC Proposes Revisions to Mutual Fund Distribution Fees (Rule 12b-1) and Disclosure

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Investment Management FYI
07/21/1007/21/10 DOL Publishes Interim Final ERISA Regulation on Service Provider Disclosure Obligations

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Employee Benefits LawFlash
07/15/1007/15/10 Department of Labor Finalizes Conditions for Financial Institutions to Serve as QPAMs to Their In-House Plans

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Employee Benefits LawFlash
07/06/1007/06/10 Impact of Financial Reform Legislation on Employee Benefit Plans

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Financial Regulatory Reform LawFlash
02/02/1002/02/10 The Retirement Riddle and the Role of the Advisor, presented at a Federated Investors Symposium, New York


Speech
01/27/102010 ERISA Class Exemptions, Third Edition, with 2009 Cumulative Supplement (BNA)


Book
03/11/0903/11/09 Fiduciary Implications of the Market Crisis Webinar

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Webinar