Administering Benefit Claims: Avoiding Mishaps and Litigation, Compliance Challenges for ERISA Counsel
Modifying Plan Documents and SPDs, Handling Assignment of Benefits, Effective Claims and Appeals Procedures
Recording of a 90-minute premium CLE webinar with Q&A
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 of benefits, and developing effective claims and appeals procedures to minimize litigation and potential liability.
Outline
- Key issues in the administration of benefit claims
- Challenges with plan document modification, SPDs, and assignment of benefits
- Claims and appeals procedures and the exhaustion of administrative remedies
- Best practices and pre-litigation techniques for ERISA counsel
Benefits
The panel will review these and other essential matters:
- Key issues that can arise in the administration of benefit claims and methods to overcome them
- Critical considerations when modifying or amending plan documents and SPDs
- Avoiding mishaps in the assignment of benefits
- Developing effective claims and appeals procedures
- Pre-litigation tactics and the exhaustion of administrative remedies
Faculty
Angel L. Garrett
Director
Trucker Huss
Ms. Garrett represents plan sponsors, fiduciaries, and service providers in ERISA class action and single plaintiff... | Read More
Ms. Garrett represents plan sponsors, fiduciaries, and service providers in ERISA class action and single plaintiff lawsuits nationwide. She has a broad range of experience in employee benefits law and fiduciary breach matters.
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S. Bradley Perkins
Partner
Seyfarth Shaw
Mr. Perkins has represented clients in a wide range of ERISA matters in court and in arbitration, including complex... | Read More
Mr. Perkins has represented clients in a wide range of ERISA matters in court and in arbitration, including complex class actions and single-plaintiff lawsuits. He has handled matters involving individual pension and welfare benefit claims, severance pay claims, executive compensation disputes, benefit discrimination, and claims regarding plan design and fiduciary responsibility. In the class action realm, Mr. Perkins has defended various types of claims, including claims for benefits and claims for breach of fiduciary duty, including 401(k) fee and proprietary fund litigations.
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