ERISA Compliance: Implementing Effective Claims Procedures Under Section 503 and DOL Regulations
Drafting and Amending Plan Claims Procedures to Minimize Litigation and Ensure Compliance
Recording of a 90-minute premium CLE webinar with Q&A
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, implications of new DOL regulations, and techniques for drafting claims procedures to minimize violations and ensure compliance.
Outline
- Claims procedure requirements under ERISA Section 503
- Impact of DOL final rule on disability claims procedures
- DOL regulation §2560.503-1(l) and lawsuits under Section 502(a)
- Tips for drafting and implementing ERISA compliant claims procedures
Benefits
The panel will review these and other critical issues:
- Understanding the requirements of plan claims procedures under ERISA Section 503
- Filing limitations in plan documents and required SPD disclosures
- Drafting effective denial of claim and appeal notices
- Complying with all DOL claims procedure regulations
- DOL Regulation §2560.503-1(l) and understanding court review standards for lawsuits to recover benefits
- Reviewing and amending plan documents to minimize Section 502(a) lawsuits
Faculty
Timothy K. Eicher
Principal
Slevin & Hart
Mr. Eicher's practice focuses on all aspects of the firm’s representation of employee benefit plans under... | Read More
Mr. Eicher's practice focuses on all aspects of the firm’s representation of employee benefit plans under ERISA. Mr. Eicher received his law degree from Georgetown University Law Center. He served as a Senior Articles Editor for the Georgetown Journal of Law and Public Policy, which published his note on faith-based prison rehabilitation programs. He graduated, with high honors, from Princeton University, where he received an A.B. in Classics.
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Roberta Casper Watson
Partner
The Wagner Law Group
Ms. Watson focuses on ERISA and employee benefits. She concentrates on a wide array of areas including, pension and... | Read More
Ms. Watson focuses on ERISA and employee benefits. She concentrates on a wide array of areas including, pension and profit sharing plans, health and welfare benefit plans, including COBRA, HIPAA and the Affordable Care Act, ERISA fiduciary decision-making, Employee Stock Ownership Plans, benefits litigation backup, benefits aspects of mergers and acquisitions, employee benefits aspects of family law, labor laws affecting employee benefits, other employee benefits and deferred Compensation, and employee benefit disputes and employee benefits claims.
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