ALI CLE to Offer Only Comprehensive CLE Course on Collective Trust Investments

PHILADELPHIA, March 24, 2015 /PRNewswire-USNewswire/ -- American Law Institute Continuing Legal Education is pleased to announce the return of Collective Trust Funds Today: Recent Developments in Banking, SEC, and ERISA Regulation and Compliance. This in-depth and advanced course offers up to 6 CLE credit hours. The program will be held Wednesday, May 13, 2015 at Thomson Hall in New York, NY.

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This ALI CLE course is the only comprehensive CLE program on collective trust investments. The program expands on the 2015 regulatory developments and trends in Collective Trust Funds (CTFs) and will allow you and fellow industry professionals to learn the key issues and topics in CTFs and why they are now the go-to investment vehicle for many plan sponsors.

This year's program features expert faculty of leading banking, SEC, and ERISA lawyers and other investment professionals. They will address key topics including ERISA issues, including fee disclosures and prohibited transaction exemptions (PTEs); an OCC regulatory update, including handbook revisions and exam focus; and key issues for investment advisers, such as new bank maintained requirements and SEC developments.

"We are fortunate to include as panelists many of today's leading professionals in the collective trust fund industry, and perspective from leading practitioners and representatives from a number of sponsors offering collective trust funds," said Course Planning Chair Clifford Kirsch, of Sutherland Asbill & Brennan LLP, New York, NY.

This course is designed for legal and compliance professionals involved in the creation and sale of CTFs, including bank counsel, securities lawyers, and ERISA counsel, as well as any business personnel seeking a better comprehension of the legal and compliance framework in which collective trust funds operate.

About American Law Institute Continuing Legal Education
American Law Institute CLE is the continuing legal education division of the American Law Institute. American Law Institute CLE, a non-profit organization, is committed to the work of promoting continuing professional education for lawyers throughout the United States and to creating standards to ensure quality and relevance in CLE programs. American Law Institute CLE is constantly evolving to meet the needs of the legal profession, furthering a tradition of unparalleled service to lawyers. For more information go to www.ali-cle.org.

CONTACT: Danelsy Medrano
Senior Digital Marketing Manager
ALI CLE
(215) 243-1622
[email protected]

SOURCE American Law Institute Continuing Legal Education

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