November 17: What’s Next in ESG Investments and ERISA’s Fiduciary Duties?

Under the Employee Retirement Income Security Act (ERISA), plan sponsors must act in the best interest of their beneficiaries. However, with the increasing demand for sustainable and socially responsible investments, ERISA fiduciaries are now under pressure to integrate Environmental, Social, and Governance (ESG) criteria into their portfolios. Furthermore, the US Department of Labor (DOL) issued new rules outlining the factors that fiduciaries should consider when making investment decisions.
Hence, as the ESG investment space continues to evolve, financial and investment advisers must keep abreast of recent regulatory developments and emerging trends to ensure compliance with relevant laws.
Join a panel of key thought leaders and practitioners organized by The Knowledge Group as they provide a comprehensive overview of the current state of ESG investing as well as the recent changes to the duties of ERISA fiduciaries with respect to the DOL’s new guidelines. Speakers, among other things, will offer best practices for plan sponsors and trustees to successfully navigate the future investment landscape.
Key issues that will be covered in this course are:

• Trends and Developments in ESG Investing
• Key Features of the New ERISA Fiduciary Rule
• Challenges and Key Considerations for Plan Sponsors
• Best Compliance Practices
• What Lies Ahead.

Title:
What’s Next in ESG Investments and ERISA’s Fiduciary Duties?
Date+Time:
Friday, November 17, 2023
12:00 pm to 1:00 pm (ET)
Register now for this free continuing legal education webinar!
By:

The Knowledge Group

Speakers:

• Dylan Rudolph practices in the firm’s ERISA litigation practice group, which is ranked in the first tier nationally by the U.S. News – Best Lawyers “Best Law Firms” rankings. He represents plan sponsors and fiduciaries in a wide range of employee benefit cases, including complex ERISA class action lawsuits involving 401(k) and 403(b) defined contribution plans and Employee Stock Ownership Plans (“ESOPs”); cases involving individual claims for retirement and medical benefits; and claims for withdrawal liability and delinquent contributions involving multi-employer, “Taft-Hartley” pension plans. He is admitted to practice in all of the federal district courts located in California, the Ninth Circuit Court of Appeals, and the United States Supreme Court.
• William David Pollak is a versatile commercial litigator who leverages over a decade of experience to represent companies and individuals in a wide range of high stakes litigation and complex regulatory matters, with a focus on securities, derivative, antitrust, RICO, and class action lawsuits. Will is a business-minded lawyer who provides clients with creative strategies, sound advice and cost-effective solutions to their most pressing matters.

Credit:

• New York: 1.0 credits
• California: The Knowledge Group is an approved Multiple Activity Provider in the state of California thus, TKG programs are presumptively approved.
• Most Other States: TKG links to How to Claim CLE Credits Per State.

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