Cunningham v. Cornell University: Recent SCOTUS Ruling, ERISA Prohibited Transaction Claims, Pleading Standards, Exemptions
A live 90-minute premium CLE video webinar with interactive Q&A
This CLE webinar will provide ERISA counsel and plan fiduciaries an in-depth analysis of the U.S. Supreme Court's decision in Cunningham v. Cornell University and other recent cases and their impact on ERISA prohibited transaction claims. The panel will discuss recent prohibited transaction cases and SCOTUS' analysis in coming to their ruling on pleading standards for such claims. The panel will also discuss key provisions under ERISA and the Internal Revenue Code, applicable rules and procedures for statutory, class, and individual exemptions, fiduciary liability, and other key issues for obtaining prohibited transaction exemptions under ERISA.
Outline
- Overview of ERISA prohibited transaction rules
- Cunningham v. Cornell University
- Regulatory challenges and litigation
- Mitigating the effects of Cunningham v. Cornell University
- Practitioner takeaways
Benefits
The panel will review these and other important issues:
- How will Cunningham v. Cornell University impact ERISA claims?
- What effect will the SCOTUS ruling have on litigation pleading standards and tactics?
- How may the decision affect regulatory rulemaking?
- What is the potential impact of the ruling on clients?
Faculty
Isabel Marin
Attorney
Goodwin Procter
Ms. Marin is an associate in the firm’s Complex Litigation and Dispute Resolution group and a... | Read More
Ms. Marin is an associate in the firm’s Complex Litigation and Dispute Resolution group and a member of its Supreme Court and Appellate Litigation practice. Her work focuses on appellate matters and complex civil litigation, particularly within the areas of administrative law. In addition, Ms. Marin's pro bono practice focuses on immigration appeals. While at Goodwin, she has argued before the Ninth Circuit, and authored and contributed to briefs and dispositive motions in federal court.
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David C. Olstein
Partner
Hogan Lovells
Mr. Olstein’s practice focuses on the fiduciary responsibility provisions of ERISA and the prohibited transaction... | Read More
Mr. Olstein’s practice focuses on the fiduciary responsibility provisions of ERISA and the prohibited transaction excise tax provisions of the Internal Revenue Code. He has an extensive background advising financial institutions, plan sponsors, and investment committees on ERISA matters, including compliance with ERISA’s fiduciary duty and prohibited transaction rules, in connection with the investment of pension plan assets. Mr. Olstein regularly advises fund sponsors on the application of ERISA’s “plan asset” rules as they relate to the establishment and operation of private investment funds. From representing issuers and underwriters in connection with marketing securities to investors, to advising plan sponsors and independent fiduciaries in connection with the selection of annuity providers, he offers substantial experience at the intersection of ERISA and fiduciary responsibility. Mr. Olstein is an active member of the American Bar Association’s Section of Taxation and the New York City Bar Associati
CloseEarly Discount (through 06/20/25)