Service
Provider Compensation: Are There New Limits?
Lisa Bleier
Senior Counsel
AMERICAN BANKERS ASSOCIATION
Washington, D.C.
This session will discuss some recent developments regarding gifts to
clients and whether these gifts are allowable. Lisa will also discuss
recent conversations with the Department of Labor about the application
of ERISA section 406(b)(3) generally, as well as to Taft Hartley plans.
The session will also include a discussion of current banking
regulations and their application in this area.
