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

Conducted on Wednesday, February 5, 2020

Recorded event now available

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Course Materials

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.


ERISA litigation stemming from inadequate administration of benefit claims remains steady with cases brought by plan participants and beneficiaries. ERISA counsel, employers, and plan administrators must grasp a complete understanding of critical compliance and administrative challenges along with methods to overcome them to effectively limit or avoid litigation.

Effective plan design, careful structuring of the administrative process, and informed guidance to those who administer claims can significantly increase the precision of claims administration and maximize the likelihood of success in litigation. Advanced preparation by counsel may result in fewer disputes over discovery, conflicts of interest, standards of review, and deference accorded the administrator's decision, and may even reduce attorneys' fees.

In addition, key issues arising from the modification of plan documents and SPDs, assignment of benefits, and claims and appeals process must be carefully analyzed to avoid any mishaps and errors when administering benefits claims.

Listen as our authoritative panel of ERISA counsel provides best practices for navigating the administration of benefits claims. The panel will also discuss key case law developments in benefits suits and methods to minimize litigation and potential liability.



  1. Key issues in the administration of benefit claims
  2. Challenges with plan document modification, SPDs, and assignment of benefits
  3. Claims and appeals procedures and the exhaustion of administrative remedies
  4. Best practices and pre-litigation techniques for ERISA counsel


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


Garrett, Angel
Angel L. Garrett

Trucker Huss

Ms. Garrett represents plan sponsors, fiduciaries, and service providers in ERISA class action and single plaintiff...  |  Read More

Perkins, S. Bradley
S. Bradley Perkins

Seyfarth Shaw

Mr. Perkins has represented clients in a wide range of ERISA matters in court and in arbitration, including complex...  |  Read More

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