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 Dylan Rudolph of Trucker Huss and William David Pollak of O’Melveny & Myers LLP 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.
What’s Next in ESG Investments and ERISA’s Fiduciary Duties?
Date+Time:
Thursday, December 7, 2023
12:00 pm to 1:00 pm (ET)
Register now for this free continuing legal education webinar!
By:
Register now for this free continuing legal education webinar!
By:
The Knowledge Group
Speakers:
- Dylan Rudolph, Director, Trucker Huss
- William David Pollak, Counsel, O'Melveny & Myers LLP.
- 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.
No comments:
Post a Comment