Federal Tax

ERISA — Litigation, Procedure, Preemption and Other Title I Issues (Portfolio 374)

  • This Portfolio discusses issues arising out of and related to ERISA civil and criminal litigation and provides an overview of procedural issues pertaining to both types of litigation.

Description

Bloomberg Tax Portfolio, ERISA — Litigation, Procedure, Preemption and Other Title I Issues, No. 374, discusses substantive issues arising out of and related to ERISA civil and criminal litigation, along with a broad overview of procedural issues pertaining to both types of ERISA litigation. This Portfolio also discusses ERISA preemption and related issues.

A brief discussion about ERISA fiduciary duties and related matters appears in this Portfolio. For a more exhaustive discussion on this topic, see Bloomberg Tax Portfolio, ERISA — Fiduciary Responsibility and Prohibited Transactions, No. 365.

Table of Contents

I. Introduction
II. Procedural Aspects of Civil Litigation Under ERISA
III. ERISA Preemption
IV. Substantive Topics Litigated Under ERISA
V. Fiduciary Responsibility and Liability
VI. Prohibited Transactions
VII. Investment Education Versus Investment Advice and Managed Accounts
VIII. Criminal Violations of ERISA

wagner-marcia-2015
Marcia Wagner
President/Founder
The Wagner Law Group
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