2022 Trust Forum Presentations

Internal Use Only

ERISA Update Key Concepts & Recent Developments CSBS Trust Forum – San Diego, California Monday, November 7, 2022 Presented by Arsalan Malik, Groom Law Group

Internal Use Only

Agenda

• Part I: ERISA Overview & Relevance

• Part II: Anything Happen Since 2019?

• Part III: Closer Look at Select Topics • ESG • Cryptocurrency • Federal Examinations (i.e., Department of Labor investigations)