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FTC Final Rule Banning Noncompete Provisions: Impact on Deferred Compensation Plans
Scope of the Final Rule, Use of Restrictive Covenants, Challenges for Emplo...
July 30, 2024 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide executive compensation and employee benefits counsel guidance on the impact of the recent FTC ban on noncompetes and next steps for amending and structuring compensation plans. The panel will discuss key provisions of the final rule impacting compensation structures, re... Read More

Employee Severance Agreements and Section 409A Deferred Compensation: Withstanding Heighte...
August 2, 2024 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

The CLE course will guide counsel on structuring employee severance or separation agreements to comply with Section 409A's deferred compensation restrictions. The panel will discuss best practices for performing compliance self audits and taking corrective action to remedy substantive or documentary... Read More

Structuring Profits Interests as Incentive Compensation for Key Employees and Service Prov...
Distribution Threshold, Vesting, Company Repurchase Rights, 83(b) Election,...
August 6, 2024 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide attorneys and advisers on critical legal and tax considerations for granting profits interests to key employees and service providers. The panel will discuss critical issues regarding participation thresholds, vesting, repurchase rights, Section 83(b) election, rights of p... Read More

2024 Health and Welfare Plan Challenges for Plan Sponsors, Administrators, and Counsel
Impact of New Fiduciary Rule on Plans and HSAs, Health Plan Litigation, Dru...
August 13, 2024 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide guidance to employee benefits counsel on recent DOL updates and legislation impacting health and welfare plans and key issues for plan sponsors and third-party administrators. The panel will discuss the impact of the new fiduciary rule for health plans and HSAs, navigat... Read More

ERISA Revenue Sharing Arrangements: Addressing Possible Plan Assets Status, Pursuing Due D...
Utilization of Excess Payments, Contract Negotiations, Allocation of Credit...
August 20, 2024 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA counsel with the tools necessary to guide fiduciary clients in connection with the review and negotiation of revenue sharing arrangements. Our experienced panel will address issues surrounding the utilization of excess payments, contract negotiation, credit allocat... Read More

Defending Against ERISA Wrongful Denial of Benefits Claims: Procedural and Substantive Str...
Navigating ERISA's Procedural Prerequisites; Leveraging Defenses of Lack of...
August 22, 2024 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide employee benefits counsel in defending against wrongful denial of benefits claims involving ERISA plans. The panel will explain the administrative process required under ERISA before litigation may proceed. The panel will also discuss how courts are addressing critical pro... Read More

IRS Pre-Examination Retirement Plan Compliance Program: Correcting Errors, IRC Rules, Key...
September 10, 2024 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide employee benefits counsel, plan sponsors, and administrators guidance on the IRS pre-examination retirement plan compliance program and procedures. The panel will discuss IRS self-correction rules and procedures under EPCRS (Rev. Proc. 2021-30, as expanded by SECURE 2.0)... Read More

The New DOL Fiduciary Rule: Key Provisions and Challenges for Counsel, Advisers, and their...
New Definition of Investment Advice Fiduciary, Amendments to Prohibited Tra...
June 26, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will guide employee benefits counsel and legal counsel to financial services providers in understanding the practical implications of the U.S. Department of Labor's (DOL) new fiduciary rule and prohibited transaction exemption amendments for retirement plan sponsors, plan advisers,... Read More

IVF Benefits: LePage v. Center for Reproductive Medicine, Legal Implications and Next Step...
June 20, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide an update in light of the recent Alabama Supreme Court ruling in LePage v. Center for Reproductive Medicine and the implications for companies operating in the IVF industry, including for plan sponsors. The panel will discuss the court's ruling, subsequent legislative p... Read More

Conducting Effective Service Provider RFPs for ERISA Retirement and Health Plans
Crafting Comprehensive Proposals to Meet Fiduciary Duties and Avoid Litigat...
June 11, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will prepare in-house counsel and ERISA plan fiduciaries to conduct requests for proposals (RFPs) for retirement plan service providers. The panel will discuss when and how often plan fiduciaries should undertake an RFP process, outline the elements that make up a comprehensive and e... Read More

401(k) Plan Nondiscrimination Testing and Compliance: Guidance for Employee Benefits Couns...
Impact of SECURE 2.0, IRS Requirements, Avoiding Corrective Distributions,...
June 6, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits attorneys, plan sponsors, and administrators with detailed guidance on performing nondiscrimination testing and compliance for 401(k) plans. The panel will review the minimum coverage, evaluate ADP and ACP tests for ensuring compliance with IRS nondisc... Read More

DOL Recent Amendment to the QPAM Exemption: Key Provisions and Challenges for Asset Manage...
June 4, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel and advisers an in-depth analysis of the amendment to the qualified professional asset manager (QPAM) exemption. The panel will discuss key provisions impacting asset managers and plan sponsors, reporting and record keeping requirements, eligib... Read More

ERISA Covered Health and Welfare Plan Administration: Compliance, Fiduciary Liability, DOL...
Consolidated Appropriations Act, Mental Health Parity Rules, Prohibited Tra...
May 14, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide ERISA counsel, fiduciaries, and administrators on key health and welfare plan design and compliance challenges. The panel will discuss key issues faced by plan sponsors and administrators, the impact of the Consolidated Appropriations Act (CAA), mental health parity rules,... Read More

Gender-Affirming Care and Group Health Plans: Insured vs. Self-Funded Plans, Applicable Fe...
May 7, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits and ERISA counsel a detailed analysis of the current state of gender-affirming care and navigating the challenges faced by health plan sponsors and administrators. The panel will discuss applicable federal regulations that must be considered, including... Read More

Controlled Group Liability and Successor Employer Rules: ERISA and IRC Provisions, Limitin...
April 30, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group liability and successor employer rules under ERISA, the IRC, and the case law, as well as methods to limit claims and reduce the risk of buyer liabili... Read More

Out-of-Network ERISA Claims: Identifying Provisions Subject to Provider Challenge
Anti-Assignment Clauses, Leveraging Ambiguities in Fee Forgiveness Provisio...
April 18, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel with a thorough and practical guide to pursuing out-of-network payment claims under ERISA and state law theories. The panel will outline the conditions under which providers generally succeed in obtaining reimbursement for out-of-network claims under Section 502(... Read More

403(b) and 457(b) Plan Compliance Challenges: SECURE 2.0, Requirements, Limits, Plan Desig...
April 16, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide guidance to employee benefits counsel on key compliance challenges in the design and administration of 403(b) and 457(b) plans and methods to overcome them. The panelist will discuss complex rules and pitfalls to avoid in plan design, key administrative challenges, and... Read More

ERISA Fiduciary Duty Litigation: Recent Developments and Court Rulings, Strategies for Cou...
401(k), Excessive Fees, Avoiding and Defending Claims Against Companies and...
April 9, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide ERISA counsel and plan fiduciaries an in-depth analysis of recent court cases and their impact on ERISA litigation. The panel will discuss the issues presented since the Supreme Court's decision in Hughes v. Northwestern Univ. The panel will also discuss critical challe... Read More

DOL Final Rule for Worker Classification: Impact on Retirement Plan Participation and Heal...
Key Considerations for Employers: ACAs 50-Employee Threshold, Retroactive C...
March 26, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel and employers guidance on the impact of the new DOL final rule regarding worker classification on retirement plan participation and healthcare coverage. The panel will discuss the new six-factor test for assessing employee versus independent co... Read More

401(k) Retirement Benefit Plan Litigation: Recent Cases and Issues for Plan Sponsors and F...
Causes of Action, Defenses, Dismissals and Settlements, Best Practices for...
March 20, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss the new wave of retirement plan litigation involving fiduciary conduct relating to 401(k) plans. The program will review the cases filed to date, legal theories raised, defenses, settlements, dismissals, and the current state of the litigation. The panel will also discus... Read More

Structuring Employee Severance/Separation Arrangements: Revisiting Section 409A and Its Im...
March 14, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel with guidance on structuring employee severance or separation agreements to comply with Section 409A's restrictions on deferred compensation. The panel will discuss key provisions of severance and separation agreements, application of Section 409A and available e... Read More

Defending (and Defeating) Mental Health Parity and Addiction Equity Act Claims
March 12, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide guidance on how to successfully litigate and defend claims under the Mental Health Parity and Addiction Equity Act ("MHPAEA"). The panel will discuss the requirements of MHPAEA for group health plans, recent litigation and DOL enforcement actions involving the MHPAEA an... Read More

ERISA Preemption and Employee Benefit Claims: Recent Court Decisions, Causes of Action, Pl...
February 28, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will guide ERISA counsel to manage the legal challenges of ERISA preemption rules and their impact on litigating employee benefit claims and retirement and health plan administration. The panel will discuss the application of federal rules, recent court decisions, causes of action,... Read More

ERISA Arbitration and Class Action Waivers: Drafting Arbitration Provisions, Minimizing Ri...
February 20, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide ERISA counsel an in-depth analysis of key issues and drafting considerations for the inclusion of ERISA arbitration and class action waivers in ERISA plans. The panel will discuss legal theories and results from recent court rulings and recurring issues, critical provis... Read More

IRS Correction Rules for Retirement Plans: Plan Administration, Remediation of Noncomplian...
IRS Self-Correction Program, IRS and DOL Areas of Focus, Excessive Payments...
February 13, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide employee benefits counsel, plan sponsors, and administrators guidance on identifying critical retirement plan issues and correction methods. The panel will discuss IRS self-correction rules and procedures and the primary focus areas of IRS and DOL examinations and audits... Read More

Executive Compensation Planning for Pre-IPO Companies: Considerations for Employee Benefit...
February 8, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits and corporate attorneys with an in-depth analysis of the challenges and planning considerations for executive compensation for a pre-IPO company. The panel will discuss long-term incentive plan design, shareholder considerations, IPO equity awards, cha... Read More

New IRS Regs on 401(k) Eligibility for Long-Term Part-Time Employees: Key Issues and Next-...
February 6, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel and plan sponsors guidance on new IRS regulations for 401(k) eligibility for long-term part-time (LTPT) employees. The panel will discuss key provisions of the new IRS regulations and the impact on eligibility and participation requirements, de... Read More

New DOL Fiduciary Rule: Key Provisions of the New Regulations and Challenges for Counsel,...
January 24, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will guide employee benefits counsel in understanding the practical implications for retirement plan sponsors, advisers and other service providers of the U.S. Department of Labor's (DOL) proposed regulation defining who is an investment advice fiduciary for purposes of ERISA. The p... Read More

Executive Employment Agreements and Change in Control Arrangements
Structuring for M&A Transactions, Withstanding Shareholder Scrutiny, Avoidi...
January 18, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel with guidance on structuring change in control (CIC) arrangements in executive employment agreements. The panel will discuss strategies for negotiating and drafting CIC agreements that minimize employee taxes and protect employer deductions while furthering compa... Read More

Designing Equity Compensation and Employment Agreements for Startup and Emerging Growth Co...
Drafting Confidentiality and Nondisclosure Provisions; Structuring Employee...
January 11, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide benefits counsel with guidance on structuring and negotiating equity compensation arrangements and employment agreements for startups and emerging growth companies. The panel will offer strategic approaches for using these vital tools to attract talent to build and grow... Read More

Compliance Issues for Employer Health and Welfare Plans: Fees, Services, Plan Contracts, R...
CAA Challenges, Removal of Gag Clauses, Compliance Attestations, Determinin...
January 4, 2024 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel a comprehensive analysis of evolving compliance challenges for employer-sponsored health and welfare plans. The panel will discuss key areas of focus of Department of Labor (DOL) audits, significant compliance issues for health plan sponsors un... Read More

ERISA Group Health Plan Fees and Expenses: New Challenges
New Disclosure Obligations, Recent Class Actions Challenging Indirect Compe...
December 14, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will update ERISA counsel, plan sponsors, and third-party administrators on a potential new wave of challenges to ERISA group health plan administration. The panel will discuss the recent challenges to fees and expenses charged by health plan service providers, highlighting novel la... Read More

Structuring Deferred Compensation: Plan Options and Key Considerations for Employee Benefi...
Navigating Issuance and Vesting of Benefits, Payment Triggers, Administrati...
December 6, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide employee benefits counsel and advisers with a detailed review of the ERISA, IRS, and DOL regulations to consider in structuring deferred compensation plans. The panel will outline the existing regulations, critical considerations for 2023 and beyond, compliance strategie... Read More

Aftermath of Dobbs: Key Issues for Employee Benefit Plans, Plan Sponsors, and Administrato...
December 5, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel and plan fiduciaries an in-depth analysis of the challenges faced by plan sponsors and administrators since the U.S. Supreme Court's decision in Dobbs v. Jackson Women's Health Organization and the overturning of Roe v. Wade. The panel will dis... Read More

ESOP Litigation: Recent Cases, Legal Theories, Prohibited Transactions, Disputes Involving...
November 29, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide counsel on procedures and fiduciary responsibilities in employee stock ownership plan (ESOP) sales transactions, review recent court rulings, and offer tactics for handling litigation involving ESOPs. David Johanson will discuss best practices in satisfying fiduciary dutie... Read More

SECURE 2.0 Plan Sponsor Year-End Compliance: Plan Amendments, Operational Compliance, Cont...
November 15, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel with a comprehensive analysis of SECURE 2.0 year-end compliance challenges for employer-sponsored retirement plans. The panel will discuss required steps and compliance stemming from SECURE 2.0, navigating participant contributions and distribu... Read More

Cybersecurity and ERISA Retirement Plans: Risks and Best Practices for Plan Sponsors and F...
October 25, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide guidance to plan fiduciaries, ERISA counsel, and service providers on trends in data breaches of ERISA benefit plans, discuss the current scope of fiduciary obligations and best practices to protect benefit plan data, and review risk mitigation considerations. Read More

ESOP Transactions and Compliance Issues: Structuring Options, SECURE 2.0, IRS Expanded Foc...
October 18, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA counsel, ESOP trustees, selling shareholders, and plan sponsors guidance on employee stock ownership plan (ESOP) transactions and compliance issues in light of the recent IRS notice on ESOPs. The panel will discuss (1) rules and procedures governing fiduciary dutie... Read More

401(k) Plan Issues in Stock Purchase M&A Transactions: Plan Termination, Plan Merger, and...
October 17, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide perspectives and experiences to help counsel navigate through 401(k) plan issues in stock purchase M&A transactions that materially affect the transaction. The panel will discuss key considerations for plan termination and plan merger, avoiding unexpected liability, the... Read More

401(k) Plan Challenges for Small Businesses: ERISA Compliance, Impact of SECURE 2.0, Fiduc...
October 12, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide plan sponsors and employee benefits counsel with a detailed analysis of the legal requirements, risks, and challenges with establishing 401(k) plans for small businesses. The panel will discuss applicable rules and regulations for 401(k) plan structures and operations,... Read More

Private Equity Compliance With ERISA: Fiduciary Duties in Managing ERISA Plan Assets
Impact of Court Rulings on Pension Withdrawal Liability and Other Developme...
October 5, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will prepare counsel representing private equity funds and private equity professionals to meet the challenges under ERISA that apply to fund managers who are responsible for investing the assets of a fund that holds ERISA plan assets. The program will cover the impact on private equ... Read More

Retirement Plan Distributions Under SECURE 2.0: New Penalty-Free Options, Hardship Distrib...
September 28, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide ERISA counsel, plan administrators, and employers guidance on new rules for retirement plans under SECURE Act 2.0. The panel will discuss key provisions of the SECURE Act 2.0, including new distribution options, along with the Act's impact on other retirement plan requi... Read More

Defined Benefit Pension Plans: Freezing, Trimming, or Terminating DB Plans and Other Optio...
September 26, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel guidance on the ins and outs of freezing, modifying, or terminating defined benefit plans (DB plans) and other available options to reduce the costs and risk factors of DB plans. The panel will discuss a variety of options to reduce the adminis... Read More

Executive Compensation Current Issues: PvP Disclosures, Retention-Based Compensation, Claw...
September 20, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel a detailed analysis of current issues in structuring executive compensation arrangements. The panel will review the impact of recent regulations, pay-for-performance disclosures, challenges of retention-based compensation, clawback provisions,... Read More

Mental Health Parity Rules and Requirements for Plan Sponsors and Administrators
DOL Enforcement Actions, Regulations, Self-Compliance Tools, Comparative An...
September 14, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide benefits counsel and advisers with guidance on overcoming challenges in ensuring compliance with the Mental Health Parity and Addiction Equity Act (MHPAEA) rules and requirements for plan sponsors and insurers. The panel will discuss the requirements of MHPAEA for healt... Read More

409A Guidance on Nonqualified Deferred Compensation Plans: Compliance Strategies
Current Tax Law Challenges, Definition of Payment, Exemptions, Permitted Pa...
September 13, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide employee benefits counsel and advisers with a detailed review of the regulations under 409A. In addition, the panel will outline the existing 409A regulations, address lingering questions under tax reform, and review compliance/exemption strategies. Read More

Incorporating Restricted Stock Units in Long-Term Incentive Compensation Plans
Accelerating Equity Awards, Navigating Section 409A Restrictions, Tax Plann...
August 23, 2023 CLE, CPE, EA CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE will provide executive compensation and employee benefits attorneys an in-depth analysis of the rules and key considerations for incorporating restricted stock units (RSUs) in long-term incentive compensation plans. The panel will discuss the advantages and disadvantages of accelerating... Read More

Correcting Retirement Plan Compliance Issues under SECURE 2.0
August 16, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel, plan sponsors, and administrators an in-depth analysis of the new rules for retirement plan corrections under the SECURE 2.0 Act of 2022 ("SECURE 2.0"). The panel will also discuss the primary areas of focus of IRS and DOL examinations and aud... Read More

Developments in Retirement Plan Investment and Excessive Fee Litigation: A View From the T...
Navigating Prohibited Transaction Rules, Fiduciary Duties, Recent DOL Inves...
August 2, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss the current landscape of retirement plan investment and fee litigation. The discussion will focus on the offering of proprietary investment products and services in financial service company plans, and similar investment and fee litigation arising from the offering of in... Read More

Executive Compensation Tax Issues in M&A: IRS Rules for Stock Options, Deferred and Equity...
August 1, 2023 CLE, CPE, EA CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will offer advisers and counsel a review of the tax implications of executive and employee compensation in the context of a merger, acquisition, or sale of a business or business unit. The panel will provide best practices for counsel to avoid tax pitfalls in structuring and impl... Read More

Preventive Care Coverage Post-Braidwood: Implications for Employer-Sponsored Plans, Medica...
June 21, 2023 CLE CLE On-Demand, Download
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This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel and health plan sponsors an in-depth analysis of the recent court ruling in Braidwood Management v. Becerra regarding preventive care requirements under the Affordable Care Act (ACA). The panel will discuss recent litigation challenging the pre... Read More

ERISA Long-Term Disability Claims: Appeal Strategies, Rights and Protections, Best Practic...
June 14, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide ERISA attorneys with a comprehensive overview of the appeals procedures and strategies for handling ERISA long-term disability claims. The panel will discuss how to file a strong appeal for long-term disability benefits subject to ERISA, protection and rights for long-t... Read More

Structuring Equity Compensation for Partnerships and LLCs: Capital and Profits Interests,...
May 11, 2023 CLE CLE On-Demand, Download
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This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will discuss tax consequences, advantages and disadvantages, design and structuring, and implementation considerations. The panel will also ex... Read More

Use of Forfeitures in Qualified Retirement Plans: Recent IRS Regulations, Timing, Permitte...
May 3, 2023 CLE CLE On-Demand, Download
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This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel guidance on the use of forfeitures in qualified retirement plans. The panel will discuss recent IRS proposed regulations, timing of use issues, permitted uses, reducing employer contributions and paying plan expenses, forfeitures in defined ben... Read More

Multiemployer Pension Plan Withdrawal: An In-Depth Examination
Strategies for Minimizing Liability and Challenging Assessments
May 2, 2023 CLE CLE On-Demand, Download
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This CLE course will provide counsel to employers that contribute to multiemployer pension plans with an in-depth examination of several recent trends related to multiemployer plan withdrawal liability. The panel will discuss the recent court rulings, tips for handling withdrawal liability issues in... Read More

ERISA Benefit Plan Investment Management Agreements: Selecting 3(38) Investment Managers,...
Documenting the Relationship to Minimize Risks for Plan Sponsors and Invest...
April 26, 2023 CLE CLE On-Demand, Download
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This CLE course will discuss legal best practices for selecting a 3(38)-investment manager and outline key steps in structuring and documenting the investment manager relationship. Our panel will review the proposed regulations that significantly impact the QPAM exemption, how best to negotiate and... Read More

2023 DOL Fiduciary Rule Developments: Recent Cases, Five-Part Test, Rollover Advice, Next...
April 19, 2023 CLE CLE On-Demand, Download
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This CLE webinar will guide employee benefits counsel in understanding the implications of recent cases in applying the DOL fiduciary rule for retirement plan sponsors, plan advisers, service providers, and other key groups. The panel will discuss recent court decisions that significantly impact the... Read More

Avoiding Employee Benefits Pitfalls When Making Workforce Reductions: Section 409A, 401(k)...
April 18, 2023 CLE CLE On-Demand, Download
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This CLE webinar will provide ERISA counsel guidance on a variety of employee benefit issues when companies are making changes to their workforce. The panel will discuss how workforce modifications can run afoul of Section 409A, the legal ramifications of providing subsidies for health and welfare p... Read More

2023 ERISA Litigation Update: DOL ESG Rule Lawsuit, Fiduciary Duty Claims, Legal Theories,...
April 5, 2023 CLE CLE On-Demand, Download
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This CLE webinar will provide guidance to employee benefits counsel on recent ERISA litigation and key issues for plan sponsors and third-party administrators. The panel will discuss the recent lawsuit filed against the DOL regarding ESG rules, fiduciary duty claims, and benefits litigation procedur... Read More

Avoiding Nonqualified Plan Traps: Key Considerations for ERISA Counsel and Employers
Correcting 409A and 457(f) Errors, Proposed Income Inclusion Regulations, G...
March 23, 2023 CLE CLE On-Demand, Download
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This CLE webinar will guide benefits counsel and employers on critical challenges in designing and implementing nonqualified plans. The panel will discuss the application of Section 409A rules and correcting Section 457(f) errors, the implications of the "income inclusion" regulations, and issues st... Read More

2023 IRS and DOL Audit Issues for Retirement Plans: Key Areas of Focus and Strategies for...
March 9, 2023 CLE CLE On-Demand, Download
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This CLE webinar will provide guidance to ERISA counsel, plan sponsors, and administrators on key problem areas identified by the IRS and DOL in audits and methods to ensure compliance. The panel will discuss missing participants, late payroll deposits, missed employee communications, and other DOL... Read More

SECURE Act 2.0: Key Provisions and Compliance Considerations for Plan Sponsors
March 8, 2023 CLE CLE On-Demand, Download
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This CLE webinar will provide employee benefits counsel with an overview of the provisions of SECURE Act 2.0 (SECURE 2.0) that modify rules governing the design, implementation and administration of tax-qualified requirement plans. The panel will discuss key provisions of SECURE 2.0 relating to auto... Read More

Executive Compensation and the New SEC Dodd-Frank Clawback Rules: Key Considerations
March 1, 2023 CLE CLE On-Demand, Download
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This CLE webinar will provide an in-depth analysis of the new SEC Dodd-Frank clawback rules and challenges stemming from the new rules. The panel will discuss key requirements under the final clawback rules; the impact on incentive-based compensation, reporting, and disclosure requirements; executiv... Read More

DOL Final Regs on ESG Investments and Proxy-Related Rules: Key Issues for ERISA Counsel, P...
ESG Factors, Tiebreaker Test, Investment Alternatives in Participant-Direct...
February 8, 2023 CLE CLE On-Demand, Download
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This CLE webinar will provide employee benefits counsel, plan sponsors, and asset managers guidance on the new DOL final ESG investments and proxy-related rules. The panel will discuss key provisions of the final rules and challenges, the permissibility of ESG factors in investments, the impact on q... Read More

ERISA Successor and Affiliate Liability in Asset Sales and Distressed Benefit Plans
Mitigating Controlled Group and Successor Liability for Affiliated Companie...
February 1, 2023 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel with a review of controlled group and successor liability theories by which an entity can be held jointly and severally liable for unpaid or underfunded pension liabilities of another entity. Read More

Double-Trigger RSUs and Stock Options in Private Companies: Key Provisions, Tax Implicatio...
December 15, 2022 CLE CLE On-Demand, Download
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This CLE webinar will provide attorneys with an in-depth analysis of utilizing double-trigger restricted stock units (RSU) and stock options in private companies. The panel will discuss key provisions in structuring RSUs and stock options as part of a compensation plan, the differences between RSUs... Read More

ERISA Fiduciary Rules for Health and Welfare Plans: Compliance Requirements and Litigation...
Minimizing Liability of Health Plan Operations, Prohibited Transactions, an...
December 14, 2022 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel and plan sponsors on applying ERISA fiduciary rules to health and welfare plans. The panel will discuss the complex compliance requirements, determining who are considered fiduciaries for health and welfare plan decisions and transactions, litigation risks, a... Read More

Equity Grants to PEO Workers: Plan Design and Governance, Tax Implications, Foreign Employ...
November 16, 2022 CLE CLE On-Demand, Download
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This CLE webinar will provide employee benefits counsel with an overview of the legal and tax issues for equity grants to professional employer organization (PEO) workers. The panel will discuss essential plan design and governance issues, critical tax implications and restrictions, challenges for f... Read More

No Surprises Act Guidance for Health Plans: Final Rules, IDR Process, Qualifying Payment A...
November 2, 2022 CLE CLE On-Demand, Download
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This CLE webinar will provide employee benefits counsel, plan sponsors, and administrators guidance on key provisions and requirements of the final rules implementing the No Surprises Act (NSA). The panel will discuss the good faith estimate requirements for uninsured or self-pay patients, surprise... Read More

Mastering IRC 457(f): Guidance for ERISA Counsel in Structuring Deferred Compensation Plan...
October 19, 2022 CLE, CPE, EA CLE On-Demand, Download
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This CLE/CPE course will provide employee benefits, ERISA counsel, and tax advisers with a thorough and practical guide to deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical tax rules impacting the structuring of deferred compensatio... Read More

U.S. Golden Parachute Rules in International Transactions: Sections 280G and 4999, Strateg...
October 12, 2022 CLE, CPE, EA CLE On-Demand, Download
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This CLE/CPE course will offer advisors and counsel a review of the tax implications of applying the U.S. golden parachute rules to cross-border transactions. Read More

Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements and Best Pract...
Implications of Recent Settlement Agreements and Guidance on Avoiding Litig...
October 6, 2022 CLE CLE On-Demand, Download
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This CLE course will guide counsel on rules and procedures governing fiduciary and compliance responsibilities of trustees and advisers in ESOP transactions. The panel will discuss the implications of recent DOL settlement agreements, such as the Alpha, LNB, and the recent Reliance Trust agreement,... Read More

Managing Missing Plan Participants: Avoiding the Pitfalls of RMDs for 401(k), 403(b), and...
Tax Penalties, Maintaining Qualified Status, Addressing ERISA Fiduciary Iss...
October 4, 2022 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel and employee benefits advisers on leveraging the provisions on required minimum distributions (RMDs) to missing participants of 401(k), 403(b), and other qualified plans. The panel will outline the RMD rules for qualified plans, discuss how to avoid the excis... Read More

401(k) and 403(b) Plan Litigation: Recent Cases, Investment Offerings, Issues for Plan Spo...
Causes of Action, Defenses, Dismissals and Settlements, Best Practices for...
September 29, 2022 CLE CLE On-Demand, Download
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This CLE course will discuss the new wave of retirement plan litigation involving fiduciary conduct relating to 401(k) and 403(b) plans. The program will review the cases filed to date, legal theories raised, defenses, settlements, dismissals, and the current state of the litigation. Read More

Establishing Tax-Qualified Retirement Plans: Complicated Rules and Challenges for Employer...
IRS Determination Process; Minimum Standards; Plan Types and Formulas; Bene...
September 28, 2022 CLE, CPE, EA CLE On-Demand, Download
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This CLE/CPE course will guide employee benefits counsel and tax advisers, analyze critical issues in establishing tax-qualified retirement plans, and offer methods to ensure compliance with applicable laws and regulations. Read More

Defending ERISA Class Actions Amid an Evolving Litigation Landscape: Best Practices for Co...
Recent Cases, Emerging Trends, and Defense Strategies Involving the Duty of...
August 24, 2022 CLE CLE On-Demand, Download
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This CLE course will provide class action litigators and fiduciaries with a review of the trends and developments from 2021 to the present in ERISA class action litigation and the impact of recent Supreme Court rulings on the ERISA landscape. The panel will also outline key litigation strategies for... Read More

Cryptocurrency in Employee Benefits and Executive Compensation Arrangements
August 17, 2022 CLE CLE On-Demand, Download
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This CLE course will provide executive compensation and corporate attorneys, and ERISA retirement plan fiduciaries, with an in-depth analysis of the challenges, risks, and planning considerations for providing compensation in cryptocurrency in executive compensation arrangements, and access to crypt... Read More

DOL and IRS Health and Welfare Plan Audits: Latest Examination Initiatives, Key Legal Prov...
July 27, 2022 CLE CLE On-Demand, Download
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This CLE course will guide benefits counsel and advisers on the complex mechanisms, procedures, and methods used by the DOL and IRS in examining health and welfare plans of groups and organizations. The panel will discuss the latest DOL and IRS initiatives for investigations and audits, key issues s... Read More

ERISA Covered Health and Welfare Plan Administration: Compliance, Fiduciary Liability, DOL...
Impact of the 2021 Consolidated Appropriations Act, Mental Health Parity Ru...
July 19, 2022 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel, fiduciaries, and administrators on key health and welfare plan design and compliance challenges. The panel will discuss key issues faced by plan sponsors and administrators, the impact of the Consolidated Appropriations Act (CAA) of 2021, new mental health p... Read More

Qualified Plan Errors: Identification and Correction, Recent IRS and DOL Guidance, Avoidin...
July 6, 2022 CLE CLE On-Demand, Download
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This CLE course will discuss the most common errors and how to correct them under the IRS and DOL correction programs: the Employee Plan Compliance Resolution System (EPCRS) and the Voluntary Fiduciary Compliance Program (VFCP). Read More

Navigating ACA Coverage and Reporting Requirements: Avoiding IRS Audits and Penalties, Bes...
Classifying Employees, Determining Affordability, Properly Reporting Offer...
June 15, 2022 CLE, CPE, EA CLE On-Demand, Download
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This CLE course will guide employee benefits counsel on effective methods to comply with Section 4980H of the Affordable Care Act (ACA). The panel will discuss the challenges in classifying employees correctly under the monthly or look-back measurement methods, determining affordability, properly re... Read More

ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims
Evaluating Fiduciary Risks and Avoiding Claims of Breaches by Investment Co...
June 8, 2022 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel, in-house corporate counsel, and plan sponsor decisionmakers with the tools to structure and implement appropriate investment committee policies and procedures. Our multi-disciplinary panel will provide best practices for selecting and training investment c... Read More

New DOL Guidance for 401(k) Plan Sponsors and Fiduciaries: Cryptocurrency and Other Digita...
Understanding the DOL's warning for plan fiduciaries and what it means
May 25, 2022 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel with an analysis of new Department of Labor (DOL) guidance on decisions to invest retirement plan assets in cryptocurrency. The panel will discuss ERISA compliance and general rules for plan investments and exposure for fiduciaries as well as the practical... Read More

Collective Investment Trusts and 401(k) Plan Investments: Guidance for Fiduciaries and Emp...
May 11, 2022 CLE CLE On-Demand, Download
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This CLE webinar will provide guidance to fiduciaries and employer benefits counsel on key issues and legal considerations for the use of collective investment trusts (CITs) in 401(k) plans and other qualified retirement plan investments. The panel will discuss applicable federal regulations and req... Read More

Price Transparency Rules for Health Plans: Key Issues for Plan Sponsors, Service Providers...
Requirements and Recent Mandates, Administrative and Operational Challenges...
May 4, 2022 CLE CLE On-Demand, Download
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This CLE course will guide employee benefits attorneys, plan sponsors, and plan administrators and service providers through new price transparency rules for health plans. The panel will discuss key provisions of the final rule; the rule's impact on plan sponsors, insurers, and service providers; re... Read More

ERISA Litigation and Employee Stock Ownership Plans: The Evolving Landscape of Claims Agai...
April 27, 2022 CLE CLE On-Demand, Download
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This CLE course will guide counsel, advisors, trustees, and administrators on procedures and fiduciary responsibilities in employee stock ownership plan (ESOP) transactions and cover recent court rulings. The panel will discuss best practices in satisfying fiduciary duties in ESOP transactions, lega... Read More

ERISA Prohibited Transactions and Exemptions: Statutory, Class, and Individual Exemption R...
March 30, 2022 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel guidance on the prohibited transactions rules and available exemptions under ERISA, with an emphasis on common application of these rules. The panel will discuss critical provisions under ERISA and the Internal Revenue Code (IRC), applicable rules and proce... Read More

ERISA Fiduciary Standards and Compliance Challenges for Plan Sponsors and Administrators
Fiduciary Duties, Investing Plan Assets, Prohibited Transactions, Remedies...
March 16, 2022 CLE CLE On-Demand, Download
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This CLE webinar will provide ERISA counsel and plan sponsors guidance on ERISA fiduciary standards and challenges for retirement plans. The panel will discuss the complex compliance requirements, as well as identify fiduciaries for plan decisions and transactions, potential liability stemming from... Read More

Controlled Group and Affiliated Services Group Rules for Retirement Plans
ERISA and IRS Provisions, Types of Controlled and Affiliated Groups, Attrib...
February 23, 2022 CLE CLE On-Demand, Download
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This CLE webinar will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group and affiliated group rules under ERISA and the Internal Revenue Code (IRC). The panel will provide an analysis of key provisions under ERISA and the... Read More

ERISA Counsel and Attorney-Client Privilege: What You Don't Know About the Fiduciary Excep...
February 16, 2022 CLE CLE On-Demand, Download
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This CLE course will examine ERISA fiduciary exceptions to attorney-client privilege, the majority view, and how some jurisdictions differ. The panel will explain best practices for preserving the privilege given conflicting court rulings on when the fiduciary exception applies and when it does not. Read More

Controlled Group and Successor Liability for Defined Benefit Pension Plan Liabilities: Bes...
Mitigating Controlled Group Liability for Affiliated Companies, M&As, and C...
February 9, 2022 CLE CLE On-Demand, Download
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This CLE course will provide M&A and in-house counsel with a review of controlled group rules and successor liability theories. An entity can be held jointly and severally liable for the unpaid or underfunded pension liabilities of another entity. Read More

HSAs, FSA, HRAs, and Voluntary Insurance Programs: ERISA vs. Non-ERISA Compliance
January 19, 2022 CLE CLE On-Demand, Download
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This CLE video webinar will provide ERISA counsel with a review of the advantages and legal risks of health savings accounts (HSAs), flexible savings accounts (FSAs), health reimbursement arrangements (HRAs), and voluntary insurance programs for both employers and employees, and the impact on them o... Read More

Retirement Plan Investments: Plan Asset Hedge Fund; PE Fund Investing, 401k and IRA; ESG a...
January 12, 2022 CLE CLE On-Demand, Download
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This CLE webinar will guide employee benefits and asset management counsel on critical issues and recent developments impacting retirement plan investments. The panel will discuss new proposed regulations for consideration of environmental, social, and corporate governance (ESG) and plan voting, pri... Read More

Structuring Employee Severance/Separation Arrangements: Revisiting Section 409A and Its Im...
December 8, 2021 CLE CLE On-Demand, Download
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This CLE course will provide counsel with guidance on structuring employee severance or separation agreements to comply with Section 409A's restrictions on deferred compensation. The panel will discuss key provisions of severance and separation agreements, application of Section 409A and available e... Read More

Employer-Sponsored Health Plan Federal Regulation: ACA, COBRA, ADA, GINA, CAA, MHPAEA, Rep...
November 23, 2021 CLE CLE On-Demand, Download
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This CLE webinar will guide ERISA counsel, fiduciaries, and administrators on federal regulation reporting requirements and compliance challenges. The panel will discuss critical issues plan sponsors and administrators face, the impact of the Consolidated Appropriations Act (CAA) of 2021, new mental... Read More

ERISA Remedies: Key Enforcement Provisions and Scope of Equitable Relief for Benefit Claim...
Statutory and Plan Provision Violations, Section 502(a)(1)(B), Relief Under...
November 17, 2021 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel with a detailed analysis of the types of remedies available under ERISA for benefit claims. The panel will discuss equitable relief under Section 502(a)(3), other key enforcement provisions under ERISA, the scope of relief, procedural strategies... Read More

DOL Investigations of Employee Benefit Plans: Responding to Enforcement Actions, Audits, a...
November 10, 2021 CLE CLE On-Demand, Download
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This CLE course will prepare employee benefits counsel to represent plan fiduciaries and sponsors facing Department of Labor (DOL) investigations or lawsuits. Our experienced panel will discuss how to navigate the investigation process, offer practice pointers on working with the Employee Benefits S... Read More

Employee Benefits and Executive Compensation Reps, Warranties, and Indemnification Clauses...
Key Considerations: SECURE Act, CARES Act, Impact of the Pandemic on Benefi...
November 3, 2021 CLE CLE On-Demand, Download
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This CLE course will highlight legal developments for employee benefits counsel to consider when drafting and negotiating representations, covenants, and indemnification provisions addressing employee benefit plans and executive compensation programs in the context of mergers and acquisitions. The p... Read More

New PBGC Interim Final Rule: Special Financial Assistance, Withdrawal Liability Rules, Con...
Navigating New Rules and Requirements Under ARPA and the Impact to Multiemp...
September 14, 2021 CLE CLE On-Demand, Download
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This CLE course will provide a thorough and practical guide for employers, investors, employee benefits counsel and plan personnel seeking to understand withdrawal liability in general as well as the anticipated impact of the PBGC''s final interim rule on contributing employers that participate in f... Read More

DOL Fiduciary Rule Compliance: IRAs, Rollovers, Investments, Issues for Advisers, Plan Spo...
Exemptions, Rollover Recommendations, Conflicts of Interest Disclosures and...
August 18, 2021 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and advisers guidance on the compliance challenges of the DOL fiduciary rule. The panel will discuss recent final DOL guidance for investment advice, issues stemming from IRAs and rollovers, exemptions, conflicts of interest, and more. The panel will also p... Read More

2021 ERISA Litigation: Recent Cases, Assessing Fiduciary Risks, Strategies for Counsel
Stock Drop Litigation, Cybersecurity, Participant and Plan Data Cases, Exce...
July 21, 2021 CLE CLE On-Demand, Download
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This CLE course will update ERISA counsel, plan fiduciaries, and service providers on recent developments in ERISA fiduciary case law. The panel will discuss ongoing 401(k) excessive fee litigation, stock drop litigation, participant and plan data cases, and other recent litigation trends. The panel... Read More

Executive Compensation Issues for Foreign Employees: Granting Incentives, Deferred Compens...
June 15, 2021 CLE, CPE, EA CLE On-Demand, Download
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This CLE/CPE course will provide employee benefits counsel an in-depth analysis of key issues for structuring foreign employees' compensation plans. The panel will discuss designing cross-border employee compensation programs to maximize tax savings. The panel will also discuss compliance for foreig... Read More

American Rescue Plan Act of 2021 and Employee Benefit Plans: Next Steps for Plan Sponsors...
May 26, 2021 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel, sponsors, and administrators an in-depth analysis of the impact of the American Rescue Plan Act of 2021 (ARPA) on employee benefit plans. The panel will discuss critical provisions of ARPA for plan sponsors and administrators and the impact on... Read More

Final Section 4960 Executive Compensation Excise Tax Regulations: Significant Changes for...
Grandfathering, Covered Employees, Timing Rules For Renumeration, Related G...
May 13, 2021 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and advisers an in-depth analysis of Final Section 4960 regulations on executive compensation rules and tax-exempt organizations' challenges. The panel will discuss the excise tax for certain organizations, aggregation rules, the 50 percent test for related... Read More

ERISA Arbitration and Class Action Waiver Provisions: Recent Court Rulings, Plan Amendment...
April 29, 2021 CLE CLE On-Demand, Download
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This CLE course will provide ERISA and employment counsel, as well as plan sponsors, an in-depth analysis of key issues and drafting considerations for the inclusion of ERISA arbitration and class action waiver provisions. The panel will discuss legal theories and results from recent court rulings,... Read More

2021 Consolidated Appropriations Act and Employee Benefits
Money Purchase Plan Distributions, Plan Terminations, Transfer of Pension P...
March 25, 2021 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel and plan sponsors guidance on key provisions of the 2021 Consolidated Appropriations Act (CAA) impacting retirement and health and welfare plans. The panel will discuss significant rules for money purchase plan distributions, plan terminations,... Read More

DOL Final Regulations on Shareholder Rights in ERISA Plans: New Mandates for Plan Sponsors...
Proxy Votes, Safe Harbors, Increased Burden Under Investment Duties Regulat...
March 10, 2021 CLE CLE On-Demand, Download
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This CLE course will guide employee benefits counsel and fiduciaries on the implications of the recent final DOL rule for the exercise of shareholder rights for benefit plans. The panel will discuss key provisions of the rule and potential implications to fiduciaries, ERISA plans and other stakehold... Read More

Pooled Employer Plans: New DOL Final Rules, Pooled Plan Providers, Fiduciary Liability, Ad...
February 10, 2021 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on structuring pooled employer plans (PEPs) and recent Department of Labor (DOL) final regulations for registration and other rules for PEPs. The panel will discuss key provisions in the final regulations and thei... Read More

DOL Final ERISA Regulations for Private Equity Investments: New Prudence Rules, Pecuniary...
January 21, 2021 CLE CLE On-Demand, Download
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This CLE course will provide guidance to ERISA counsel on the recently issued DOL Information Letter and final regulations for private equity investments in defined contribution plans. Read More

Standing in ERISA Fiduciary Litigation for Plan Administrators
Implications of Thole v. U.S. Bank NA for Plan Participants and Fiduciaries
December 21, 2020 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and plan fiduciaries a comprehensive understanding of the risks and challenges of a defined benefit plan for sponsors and administrators. The panel will analyze key substantive and procedural issues addressed in recent U.S. Supreme Court rulings and outline... Read More

Liability Insurance for ERISA Plan Sponsors: Minimizing Financial Risks During the Pandemi...
Maximizing Coverage Under Employee Benefits and Fiduciary Liability Policie...
December 2, 2020 CLE CLE On-Demand, Download
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This CLE course will help ERISA counsel evaluate the adequacy of plan sponsors' liability coverage in light of liability exposures created by the pandemic, economic downturn, recent DOL and IRS regulations, and the Affordable Care Act (ACA). The panel will review the current state of case law discus... Read More

IRC 83(i) Election for Qualified Equity Grants: Deferral Opportunities for Stock Options a...
Determining 80% Employee Threshold, Mechanics of Election, Tax Treatment of...
November 19, 2020 CLE, CPE, EA CLE On-Demand, Download
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This CLE/CPE course will provide tax advisers with a practical guide to the deferral benefits of Section 83(i) qualified equity grant election contained in the 2017 tax reform law. The panel will detail what constitutes a qualified grant of stock eligible for deferral treatment, discuss the mechanic... Read More

Structuring Student Loan Repayment Benefit Programs: IRS Guidance, Applicable Rules, Key P...
CARES Act, Offering Repayment Within 401(k) Plans, and Available Options Ou...
November 5, 2020 CLE CLE On-Demand, Download
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This CLE course will guide employee benefits attorneys on structuring student loan repayment benefit programs. The panel will discuss recent legislation, IRS guidance, applicable rules, and important design considerations for employers, including the challenges in offering a student loan repayment p... Read More

Evolving Standards for Investment Advice Fiduciaries: The New (Old) DOL Fiduciary Rule, Pr...
ERISA Five-Factor Fiduciary Test, Exemptions, Prohibited Transactions, Admi...
October 28, 2020 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel and advisers on critical challenges and ramifications of the applicable rules for fiduciaries and new revisions from the Department of Labor (DOL). The panel will discuss new standards, essential steps for counsel and advisers, significant responsibilities fa... Read More

Executive Compensation for Tax Exempt Organizations: New 4960 Regs, Covered Employees, Don...
Navigating IRC Rules and Regulations in Structuring Compensation for Nonpro...
September 30, 2020 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and advisers an in-depth analysis of the executive compensation rules and challenges for tax exempt organizations. The panel will discuss key provisions of new IRS proposed regulations for Section 4960, determining covered employees, aggregation rules, and... Read More

A Challenge to Actuarial Assumptions in Defined Benefit Plans: Latest Developments in the...
Recent Case Law, Claims and Defenses, Fiduciary Obligations, Avoiding Admin...
September 23, 2020 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and advisers an in-depth analysis of the use of actuarial assumptions in defined benefit plans. The panel will discuss the current litigation landscape and developments in the cases that challenge plan actuarial equivalence factors. The panel will also revi... Read More

Retirement Plan Distributions Under the CARES Act: New IRS Guidance and State Law Consider...
September 9, 2020 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel with an in-depth analysis of the nuances and potential compliance traps with respect to the CARES Act retirement plan distribution and loan provisions. The panel will discuss recent IRS guidance regarding coronavirus-related distributions and lo... Read More

New IRS Rules for Section 125 Cafeteria Plans: Key Plan Amendments, Timing of Elections, C...
August 25, 2020 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel with an in-depth analysis of recently IRS rules for Section 125 cafeteria plans and challenges for plan sponsors and administrators. The panel will discuss key provisions of recently issued IRS Notice 2020-29 and Notice 2020-33, the timing of el... Read More

Recent Surge in 401(k) ERISA Class Actions: What’s at Issue and How Is It Potentially Imp...
Key Issues and Next Steps for ERISA Fiduciaries and Plan Service Providers
August 19, 2020 CLE CLE On-Demand, Download
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This CLE course will provide ERISA attorneys and litigators an in-depth analysis of the recent wave of lawsuits filed against 401(k) plans and service providers, including what's at issue, common allegations, and key defenses and consideration. The webinar will also address recent U.S. Supreme Court... Read More

New DOL Electronic Disclosure Rules for ERISA-Covered Retirement Plans: Critical Next Step...
August 12, 2020 CLE CLE On-Demand, Download
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This CLE course will provide guidance to ERISA counsel on the key provisions of the new Department of Labor (DOL) rules regarding electronic disclosures for ERISA-covered retirement plans. The panel will discuss the new alternative safe harbor, notice requirements, website standards, and key next st... Read More

Furloughs and Layoffs: Pension and Health Plan Issues and Other Critical Legal Implication...
Fiduciary Issues; Partial, Complete and Mass Withdrawals; Risks Triggered b...
July 30, 2020 CLE CLE On-Demand, Download
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This CLE course will guide employee benefits counsel on potential pension withdrawal and shutdown liability issues and other legal implications of furloughs and layoffs. Read More

New DOL and IRS Regulations for Employee Benefits Plans, Participants, and Beneficiaries
Notices, Distributions, Loans, HIPAA, New Model COBRA Forms, Fiduciary Comp...
July 29, 2020 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel an in-depth analysis of new DOL and IRS regulations for employee benefits plans impacting plan sponsors and administrators, participants, and beneficiaries. The panel will discuss recently issued DOL and IRS relief for retirement, health and wel... Read More

ERISA Breach of Fiduciary Duty Class Actions: Avoiding and Defending Claims Against Compan...
Leveraging Standing, Statute of Limitations, Exhaustion and Mandatory Arbit...
July 22, 2020 CLE CLE On-Demand, Download
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This CLE course will provide guidance to counsel for plan fiduciaries and companies on avoiding and defending ERISA class claims that allege breach of fiduciary duty related to the selection and administration of investment plans. The panel will discuss the latest trends, analyze key substantive and... Read More

CARES Act: Employee Benefits Provisions, DOL Guidance, Relief for Sponsors of Certain Plan...
June 17, 2020 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel, sponsors, and administrators an in-depth analysis of the impact of the Coronavirus Aid, Relief, and Economic Security (CARES) Act on employee benefit plans. The panel will discuss critical provisions of the CARES Act for plan sponsors and admin... Read More

Structuring Management Carve-Out Plans for Privately Held Corporations: Mechanics, Tax Obs...
Guidance for Employee Benefits Counsel on Private Company Liquidity Bonus P...
June 3, 2020 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel with guidance on the use of private company liquidity bonus plans to increase incentive and retain current employees. The panel will outline the mechanics of these compensatory arrangements, also known as carve-out plans, discuss strategic consi... Read More

COVID-19 and Employee Benefits: New Relief Act, Vendor Performance, HIPAA Issues, Paid Lea...
Recent IRS Guidance, Compliance Issues, Legal and Regulatory Obligations, R...
May 21, 2020 CLE CLE On-Demand, Download
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This CLE course will guide employee benefits attorneys and advisers on critical issues and challenges of COVID-19 on employee health and welfare plans and administration. The panel will discuss the impact of the coronavirus pandemic on employee benefits, the new Families First Coronavirus Response A... Read More

Health and Welfare Plan Administrative Services Agreements: Negotiating, Drafting, and Mon...
Guidance for Counsel to Employers and Third-Party Service Providers
May 13, 2020 CLE CLE On-Demand, Download
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This CLE course will prepare employee benefits counsel to advise employers and third-party service providers on negotiating and drafting administrative services agreements for health and welfare plans. The panel will discuss practical legal and business considerations, ERISA fiduciary issues, critic... Read More

Healthcare Reform Compliance for Employee Benefits: Required Plan Changes, Limiting Exposu...
ACA Rules and Regulations Updates, Recent State Insurance Mandates, Pay or...
April 22, 2020 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel, plan sponsors, and administrators on critical issues and requirements stemming from recent healthcare reform impacting employee benefits. The panel will discuss updates regarding ACA rules and regulations, recent state insurance mandates, necessary plan chan... Read More

SECURE Act and Retirement Plan Administration: ERISA Compliance Issues for Plan Sponsors a...
Expansion of Part-Time Employee Eligibility, Changes for 401(k) Safe Harbor...
March 25, 2020 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel, plan sponsors, and employers on the impact of the SECURE Act on retirement plans (including 401(k), 403(b), and defined benefit pension plans) and critical challenges for ERISA compliance. The panel will discuss key provisions of the SECURE Act and key plan... Read More

Administering Benefit Claims: Avoiding Mishaps and Litigation, Compliance Challenges for E...
Modifying Plan Documents and SPDs, Handling Assignment of Benefits, Effecti...
February 5, 2020 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel, employers, and plan administrators on the critical compliance and litigation challenges of administering benefit claims. The panel will discuss key issues in modifying plan documents and SPDs in light of recent litigation, avoiding mishaps in the assignment... Read More

New Individual Coverage and Excepted Benefit HRAs: DOL Guidance and Compliance Challenges...
Notice and Claim Administration Requirements, Impact of New Design on Emplo...
January 29, 2020 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel and employers through the numerous and complex rules with reference to the most recent Tri-Agency guidance. The panel will discuss the recent expansion of HRAs and rules for developing and implementing the new plan designs for employers, notice and claim admi... Read More

Employee Releases in ERISA Disputes: Minimizing Claims With Effective Release Provisions
Recent Decisions, ERISA Rules and Limitations, Claims Filed by Individuals...
January 15, 2020 CLE CLE On-Demand, Download
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This CLE course will provide guidance to ERISA counsel on key issues in the application of employee releases in ERISA claims and litigation. The panel will discuss recent court cases applying and interpreting employee release provisions in employment and severance agreements, ERISA requirements and... Read More

Terminated Employee and Retiree Rights Under ERISA: Reducing Benefits, Partial Plan Termin...
December 17, 2019 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel, plan sponsors, and administrators an in-depth analysis of the legal issues that arise from terminated employees and retirees under ERISA. The panel will discuss critical considerations regarding the rights of terminated employees and retirees under ERISA,... Read More

New IRS Final Regulations for Hardship Distributions Under 401(k) and 403(b) Plans
Notable Changes and Required Amendments for Retirement Plans, Key Complianc...
December 12, 2019 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel, plan sponsors, and administrators a detailed analysis of the new IRS final regulations for hardship distributions for 401(k) and 403(b) plans. The panel will discuss key provisions of the final rules, necessary amendments for retirement plan documents, adm... Read More

Unauthorized Workers in Retirement Plans: Key Considerations for Plan Sponsors and ERISA C...
ERISA and DOL Guidance, Tax Reporting and Withholding Issues for U.S. and N...
December 5, 2019 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel, plan sponsors, and administrators upon discovering unauthorized workers in retirement plans. The panel will discuss ERISA and DOL guidance, factors to consider under the Internal Revenue Code, tax reporting and withholding issues for U.S. and non-U.S. person... Read More

New DOL Final Regulations on Multiple Employer Plans: Determining Which Employers Can Spon...
Association-Run Retirement Plans, PEOs, ERISA, and IRS Limitations; FAB 201...
November 12, 2019 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on the Department of Labor's recent final regulations on multiple employer plans (MEPs). The panel will discuss key provisions in the final regulations and their impact on small and mid-size employers; factors in... Read More

Association Health Plans: Recent Developments, Key Issues, and Best Practices for ERISA Co...
ERISA and ACA Contradictions, State Law Challenges, Small vs. Large Group R...
September 24, 2019 CLE CLE On-Demand, Download
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This CLE course will guide ERISA and benefits counsel on the rules and challenges associated with developing and implementing an association health plan (AHP) for small and large groups. The panel will discuss recent regulatory and judicial developments, ACA requirements, and best practices for ERIS... Read More

New Final Regulations on HRAs: Key Considerations and Guidance for Employee Benefits Couns...
Individual Coverage and Excepted Benefit HRAs, Notice Requirements, Adminis...
September 10, 2019 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel on the key terms and provisions of the recently issued final regulations on health reimbursement arrangements (HRAs). The panel will discuss new HRA options such as the Individual Coverage and Excepted Benefit HRAs, notice requirements and potential administr... Read More

Executive Compensation for Tax-Exempt Organizations: New 4960 Rules and IRS Notice 2019-09...
21% Excise Tax for Certain Organizations, Aggregation Rules, Excess Remuner...
August 20, 2019 CLE, CPE, EA CLE On-Demand, Download
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This CLE/CPE course will provide ERISA counsel and advisers an in-depth analysis of the executive compensation rules and challenges for tax-exempt organizations. The panel will discuss the 21 percent excise tax for certain organizations, new Section 4960 regulations, IRS Notice 2019-09, aggregation... Read More

ERISA Benefit Plan Wraps and SPDs: Structuring and Amending Compliant Plan Documents and N...
August 13, 2019 CLE CLE On-Demand, Download
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This CLE course will provide counsel with a review of ERISA requirements for written plan documents and summary plan descriptions (SPDs). The panel will explain how plan sponsors and their counsel can create a wrap plan and SPD documents as an effective and cost-efficient means of ensuring complianc... Read More

Avoiding Safe Harbor 401(k) Plan Compliance Traps: Effective Administration, Contribution...
IRS Examinations and Annual Testing, Correcting Failed 401(k) Plan, Employe...
August 6, 2019 CLE CLE On-Demand, Download
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This CLE course will provide guidance to ERISA counsel on the compliance challenges of safe harbor 401(k) plans. The panel will discuss key regulatory issues, compliance testing, notice requirements, effective safe harbor contribution provisions, and key planning methods to avoid compliance traps fo... Read More

Benefit Plans in M&A: Transitioning Pension, Savings and Welfare Plans
Best Practices to Avoid Liability for Underfunding, Plan Defects and Uninte...
July 16, 2019 CLE CLE On-Demand, Download
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This CLE course will provide perspectives and experiences to help counsel navigate through employee benefits issues in mergers and acquisitions that are often overlooked and can materially affect the value of a transaction. To avoid unexpected liability, benefits counsel must be familiar with the co... Read More

Self-Correcting Qualified Retirement and 403(b) Plan Mistakes: New IRS Procedures and Guid...
New IRS Rev. Proc. 2019-19 and 2018-52: Challenges and Opportunities Under...
July 9, 2019 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and advisers guidance on the new IRS procedures for correcting benefit plan mistakes and errors for plan sponsors and administrators. The panel will discuss the recent changes to the IRS Employment Plans Compliance Resolution System (EPCRS), available optio... Read More

State Law Preemption Under ERISA: Recent Court Decisions, Causes of Action, Impact on Reti...
Automatic Enrollment Arrangements, Beneficiary Protections, Participant Con...
June 25, 2019 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel to manage the legal challenges of ERISA preemption rules and their impact on retirement and health plan administration. The panel will discuss application of federal rules, recent court decisions, causes of action, and key considerations and litigation techni... Read More

ERISA Retirement Plans: Mitigating Liability Risks for Hedge and Private Equity Fund Alter...
Exercising Due Diligence to Avoid Investment Landmines for Investors and Fu...
June 20, 2019 CLE CLE On-Demand, Download
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This CLE course will provide ERISA and asset management counsel with a review of due diligence practices for fund managers, trustees and plan administrators. The panel will offer best practices to mitigate regulatory scrutiny and lawsuits by plan participants. Read More

Cross-Plan Offsetting and ERISA Compliance: Avoiding Participant Claims, Ramifications of...
May 30, 2019 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and plan administrators guidance on the legal risks of cross-plan offsetting. The panel will discuss recent court decisions, fiduciary obligations of plan sponsors, oversight of third-party administrators (TPAs) engaging in cross-plan offsetting, limiting l... Read More

ERISA Litigation Prevention and Defense: RFPs, Record Keeping, Revenue Sharing, Defending...
May 22, 2019 CLE CLE On-Demand, Download
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This CLE course will guide employee benefits counsel and ERISA plan fiduciaries on ERISA litigation prevention and defense strategies. The panel will discuss recent court cases and settlements, conducting requests for proposals (RFPs), assessing fee arrangements and handling excessive fee claims, re... Read More

Avoiding Fringe Benefit Pitfalls: Tax Traps, De Minimis Rules, Correction Procedures, Fidu...
Structuring Fringe Benefits; Methods for Avoiding Dangerous and Costly Bene...
April 2, 2019 CLE CLE On-Demand, Download
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This CLE course will guide benefits counsel and advisers on recent rules and regulations in providing fringe benefits to employees and avoiding dangerous and costly issues that arise regarding such benefits including personal liability under ERISA. The panel will discuss key considerations in struct... Read More

DOL Disability Claims Regulations: Effects on Employee Benefits Plans
Best Practices for Plan Sponsors, SPD Modifications, Required Disclosures,...
March 26, 2019 CLE CLE On-Demand, Download
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This CLE course will provide counsel and benefits advisers with a comprehensive overview of the DOL final rule regarding disability claims regulations and new procedures. The panel will discuss the impact of the final rule on employee benefits and nonqualified compensation plans and provide best pra... Read More

Structuring Equity Compensation for Partnerships and LLCs: Considerations After Tax Reform
February 5, 2019 CLE, CPE CLE On-Demand, Download
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This CLE/CPE course will provide employee benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will review the impact of the new tax reform, discuss tax consequences, advantages and disadvantages, design and structuring, and... Read More

Benefits and Compensation Pitfalls for Closely Held Businesses: Health Insurance, 401(k) P...
Identifying and Overcoming Compliance and Administrative Issues
January 22, 2019 CLE CLE On-Demand, Download
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This CLE course will guide benefits counsel, advisers, and plan administrators on methods to avoid benefits and compensation pitfalls for closely held businesses. The panel will discuss the compliance and administrative challenges in offering and providing health insurance, 401(k) plans, fringe bene... Read More

Compensation Tax Issues in M&A: How IRS Rules Affecting Compensation Arrangements Can Impa...
January 8, 2019 CLE CLE On-Demand, Download
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This CLE course will offer advisers and counsel a review of the tax implications of executive and employee compensation in the context of a merger, acquisition, or sale of a business or business unit. The panel will provide best practices for counsel to avoid tax pitfalls in structuring and implemen... Read More

ERISA Class Actions After Epic Systems: Challenges and Potential Opportunities for Plan Sp...
Impact on Benefit Claims, Fiduciary Breaches, and Class Certification; Arbi...
December 4, 2018 CLE CLE On-Demand, Download
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This course will guide ERISA counsel and advisers on the legal challenges and potential opportunities for retirement plan sponsors after the Supreme Court's decision in Epic Systems. The panel will discuss critical issues decided in Epic Systems, the potential impact on benefit and fiduciary claims,... Read More

Executive Compensation Limitations: New IRS Section 162(m) Guidance and Key Planning Tips
Covered Employees, Grandfathering Rules for Certain Arrangements, Written B...
November 13, 2018 CLE, CPE, EA CLE On-Demand, Download
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This CLE course will guide counsel on new limits on executive compensation stemming from recent IRS regulations expanding deduction limitations and related rules. The panel will discuss new IRS regulations on Section 162(m), the expanded definition of "covered employees," grandfathering rules for sp... Read More

ERISA Compliance in Direct Contracting for Healthcare: Challenges for Employers and Provid...
October 23, 2018 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and advisers guidance on direct contracting between employers and healthcare providers. The panel will discuss the ERISA challenges associated with direct contracting for health benefits, practical and legal considerations in negotiating and drafting agreem... Read More

ERISA Service Provider Agreements for Retirement Plans: Negotiating, Drafting and Monitori...
October 9, 2018 CLE CLE On-Demand, Download
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This CLE course will prepare counsel to advise clients on negotiating and entering into service provider agreements for retirement plans. The panel will discuss some practical business concerns and possible best practices. Read More

Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan...
Addressing Regulatory Obstacles, Financing Alternatives, Warrants, Clawback...
September 25, 2018 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel and plan sponsors guidance on advanced structuring techniques for ESOP transactions. The panel will discuss options for counsel and plan sponsors pursuing ESOP transactions to address complex legal obstacles, the use of warrants and clawbacks, financing alt... Read More

ERISA Reporting and Disclosure: Statutory Exclusions and Exemptions
Penalties for Noncompliance and How to Avoid Them; Management Tools for Ben...
August 14, 2018 CLE CLE On-Demand, Download
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This CLE course will provide counsel and compliance professionals guidance on the reporting and disclosure requirements of employee benefit plans under ERISA. The panel will examine the rules that require reporting financial and other plan information to various agencies, statutory exclusions and ex... Read More

Fiduciary Loan Regulations for 401(k) Plans: Best Practices for Plan Sponsors
Key Issues In Managing Participant Loan Programs and Defaults, Impact of Ta...
August 7, 2018 CLE CLE On-Demand, Download
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This CLE course will guide ERISA counsel and plan sponsors on regulations governing 401(k) plan loans and defaults. The panel will discuss the challenges and issues faced by plan sponsors regarding plan loans under ERISA, implications of tax reform on plan loan offset amounts, techniques for handlin... Read More

ERISA Compliance: Implementing Effective Claims Procedures Under Section 503 and DOL Regul...
Drafting and Amending Plan Claims Procedures to Minimize Litigation and Ens...
June 27, 2018 CLE CLE On-Demand, Download
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This CLE course will provide employee benefits counsel and plan sponsors a detailed analysis of practical methods for creating and implementing claims procedures in accord with Section 503 of ERISA and DOL regulations. The panel will discuss ERISA requirements for establishing claims procedures, imp... Read More

Severance Plans and ERISA Compliance: Limiting Liability in Design and Implementation of S...
June 12, 2018 CLE CLE On-Demand, Download
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This CLE course will guide employee benefits counsel and advisers on practical methods and best practices in structuring severance plans in compliance with ERISA. The panel will discuss what makes a severance plan subject to ERISA, requirements to avoid penalties, Section 409A considerations, and th... Read More

Fiduciary Litigation for Defined Contribution Plan Administrators: Risks and Challenges
Selecting Plan Investments, Monitoring Fees, Breach of Duty Claims, Recent...
June 5, 2018 CLE CLE On-Demand, Download
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This CLE course will provide ERISA counsel with a comprehensive understanding of fiduciary litigation and the risks and challenges of defined contribution plan sponsors and administrators. The panel will discuss the necessary methods of selecting plan investments, monitoring fee structures, defendin... Read More

ERISA Compliance and Monitoring 401(k) Investments: Safe Harbor Rules and Appointing Advis...
April 3, 2018 CLE CLE On-Demand, Download
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This CLE course will guide ERISA attorneys and general counsel on issues regarding compliance and 401(k) investment managers, including appointment and monitoring by plan sponsors. Our experienced panel will provide an overview of critical aspects of regulations under ERISA and provide insight into... Read More

Structuring Equity Compensation for Partnerships and LLCs; the New Tax Reform Law Consider...
January 30, 2018 CLE, CPE CLE On-Demand, Download
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This CLE/CPE course will provide employee benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will review the impact of the new tax reform law passed in late 2017. The panel will discuss tax consequences, advantages and dis... Read More

Defending ERISA Sect. 510 Retaliation and Interference Claims From Workforce Realignments...
December 19, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA counsel and litigators with a review of situations in which Sec. 510 claims often arise, the substantive and procedural challenges in litigating these claims, and damages and remedies under Sec. 510. Read More

Drafting Pharmacy Benefit Manager Contracts: Controlling Costs, Avoiding Hidden Fees
Navigating Prescription Drug Pricing Complexities, Selecting PBMs, Managing...
December 14, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will prepare employee benefits counsel to negotiate and draft pharmacy benefit manager (PBM) agreements for employee health plans. The panel will discuss how to maximize prescription coverage savings, draft agreements that guarantee transparency and plan sponsor oversight, and avoid... Read More

ERISA Pre-Approved and Customized Benefit Plans: Overhauled IRS Procedures and Determinati...
November 14, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss the IRS' changes to its determination letter process limiting the ability of employers with customized benefits plans to obtain a determination letter, and new procedures for employers to ensure their plans maintain their tax-exempt status. The program will also discuss... Read More

Structuring Equity and Nonqualified Deferred Compensation: Achieving Tax and Legal Objecti...
November 9, 2017 CLE, CPE, EA CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide an overview of the statutory and regulatory rules and government guidance, and practical considerations, practice pointers and tips for structuring the compensation. They will describe the various types of equity and nonqualified deferred compensation commonly part o... Read More

Structuring and Negotiating Executive Compensation Packages: Addressing Pay, Severance, Re...
October 26, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA, compensation and HR counsel with strategies for structuring and negotiating executive employment agreements. The panelists will discuss considerations and best practices when drafting provisions regarding compensation, severance, restrictive covenants and other ke... Read More

Robo-Advisers to Retirement Plans: ERISA Fiduciary Duties and Prohibited Transactions; SEC...
October 17, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss regulatory compliance issues for robo-advisers who provide investment advice and discretionary management services to ERISA retirement plans and IRAs. Discussion will include ERISA's fiduciary and prohibited transaction provisions, the Code's probited transaction provisi... Read More

SEC’s Pay Ratio Disclosure Rule for CEO and Median Employee Compensation
Data Gathering, Calculation Methodologies, Preparing for Heightened Stakeho...
October 10, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide guidance to executive compensation, corporate counsel and SEC for preparing clients to comply with the SEC's new Pay Ratio Disclosure Final Rule, for compensation paid in fiscal years beginning Jan. 1, 2017. Most public companies will need to include this disclosure in t... Read More

ERISA 403(b) Plan Litigation: New Frontier in Retirement Fund Litigation
Causes of Action, Defenses, Dismissals and Settlements, Lessons From 401(k)...
September 26, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss the new wave of retirement plan litigation targeting Section 403(b) plans. The program will review the cases filed to date, legal theories raised, defenses, dismissals and the current state of the litigation. The program will review how prior 401(k) claims are instructiv... Read More

Alternative Investments in ERISA Retirement Plans: Mitigating Liability Risks for Hedge an...
Exercising Due Diligence to Avoid Investment Landmines for Institutional In...
May 24, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA and asset management counsel with a review of effective due diligence practices for institutional investors from both a legal and economic perspective. The panel will offer risk mitigation best practices at a time of increased government scrutiny and lawsuits by pl... Read More

Structuring Cash Balance Pension Plans: Maximizing Tax Benefits and Limiting Risks
Designing the Cash Balance Benefit Formula, Managing the Interest Crediting...
March 21, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA counsel and advisors with a thorough and practical guide to structuring hybrid cash balance pension plans and converting current defined benefit plans to cash balance plans. The panel will detail optimal scenarios for establishing a cash balance plan, identify inte... Read More

Dealing with PBGC Reportable Events: A Practical Guide for Employers and Their Advisors
January 24, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide practical guidance on meeting the challenges posed by the reportable events rules, with a focus on how those rules interact with the PBGC's Early Warning Program. Read More

Structuring Inpat and Expat Pension, Health and Welfare Plans: Challenges for Multinationa...
Navigating Legal and Tax Implications When Designing Benefits Plans, Prepar...
November 17, 2016 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will offer guidance to employee benefits counsel on the complex legal and tax challenges of designing pension, health and welfare plans for inpatriates and expatriates working for multinational companies. The program will include a discussion of the new regulations on excepted health... Read More

Preparing Employers for 2016 ACA Information Reporting: Lessons From 2015 Compliance Misst...
Navigating New and Expanded 2016 Reporting Requirements and Revised Forms 1...
October 25, 2016 CLE, CPE, EA CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide guidance to employee benefits counsel on preparing employers for 2016 Affordable Care Act (ACA) information reporting, which must be filed in early 2017. Using lessons from 2015 reporting as a roadmap for the discussion, the panel will discuss the anticipated elimina... Read More

ERISA Church Plan Exemption Under Attack: Implications for Church-Affiliated Employers Adm...
Structuring, Operating, and Funding Church-Affiliated Employer Pension Plan...
October 11, 2016 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss the current state of the law regarding the ERISA church plan exemption and provide guidance for church-affiliated employers--primarily healthcare providers and schools--for evaluating the structure, operation, and funding levels of their pension plans in light of increas... Read More

Retiree Health Benefits Claims After M&G Polymers USA v. Tackett
Navigating Differing Court Applications of Tackett, Minimizing Liability f...
April 5, 2016 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course for employee benefits counsel will explore the U.S. Supreme Court's ruling in M&G Polymers USA v. Tackett and federal district court rulings interpreting and applying Tackett over the past year. The panel will explore the sometimes divergent conclusions reached by courts addressing t... Read More