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Defending Against ERISA Wrongful Denial of Benefits Claims: Procedural and Substantive Strategies

Navigating ERISA's Procedural Prerequisites; Leveraging Defenses of Lack of Standing, Contractual Time Limits, Exhaustion, and More

Recording of a 90-minute premium CLE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
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Conducted on Thursday, August 17, 2023

Recorded event now available

or call 1-800-926-7926

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 procedural and substantive issues, including standing, contractual time limits, exhaustion of administrative remedies, discovery, standards of review, deference to the administrator's decision, attorneys' fees, and preemption.

Description

ERISA litigation remains steady, including cases brought by plan participants, beneficiaries, and providers challenging denials of benefits. Defending benefits denial cases involves several procedural and substantive tactics.

Counsel must be vigilant in identifying removal opportunities and leveraging other practical defense approaches. Potential tools in the defense attorney's arsenal include lack of standing, preemption, failure to exhaust administrative remedies, expiration of the statute of limitations, and claims-based limitations defenses.

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 benefits denial 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.

Listen as our authoritative panel of ERISA litigators provides counsel with best practices for navigating key issues in defending benefit denial suits. The panel will also discuss key case law developments in benefits suits.

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Outline

  1. Exhaustion of administrative remedies
  2. Standing
  3. Standard of review
  4. State law preemption and removal
  5. Statute of limitations and other procedural issues
  6. Scope of conflict discovery and other discovery practices
  7. Attorneys' fee awards and remedies

Benefits

The panel will review these and other key issues:

  • How can plans preserve and maximize their procedural and substantive defenses through plan design?
  • What has been the impact of recent case law on the review of claim administrators' determinations?
  • What are best practices for preparing during the administrative process for responding to conflict discovery and protecting the administrative record?

Faculty

Burriss, Eliot
Eliot T. (Eli) Burriss

Partner
Katten Muchin Rosenman

Mr. Burriss represents clients in sophisticated litigation matters, with a scope that includes derivative actions,...  |  Read More

Mohl, David
David M. Mohl

Attorney
Katten Muchin Rosenman

Mr. Mohl helps clients navigate the complex regulatory landscape of ERISA, the Internal Revenue Code, the Affordable...  |  Read More

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Strafford will process CLE credit for one person on each recording. All formats include course handouts.

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