ERISA Covered Health and Welfare Plan Administration: Compliance, Fiduciary Liability, DOL Enforcement Actions
Impact of the 2021 Consolidated Appropriations Act, New Mental Health Parity Rules, Prohibited Transactions, Form 5500
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will guide ERISA counsel, fiduciaries, and administrators on key health and welfare plan design and compliance challenges. The panel will discuss key issues faced by plan sponsors and administrators, the impact of the Consolidated Appropriations Act (CAA) of 2021, new mental health parity rules, fiduciary liability, plan document requirements, Form 5500, recent DOL enforcement actions, and other key issues.
Outline
- CARES Act compliance for health and welfare plans
- Critical 2021 Consolidated Appropriations Act for health plans
- New mental health parity rules
- Fiduciary rules and liability
- Plan documents and reporting requirements
- Recent DOL developments
- Best practices for plan sponsors and administrators
Benefits
The panel will review these and other key items:
- What are the administrative challenges for health and welfare plans under the CARES Act?
- What are the key provisions of the 2021 CAA impacting health plans?
- What are the requirements under the new mental health parity rules under the CAA?
- What are the fiduciary obligations and rules for health plan sponsors and administrators?
- What are the recent DOL developments and plans for enforcement actions?
- What are the best practices to overcome legal and compliance challenges?
Faculty
Allison Itami
Principal
Groom Law
Ms. Itami advises employers and service providers on employee benefit programs, with a focus in federal laws such as... | Read More
Ms. Itami advises employers and service providers on employee benefit programs, with a focus in federal laws such as ERISA and the Internal Revenue Code, and the ways in which state laws affect benefit plans.
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José M. Jara
Partner
McGivney Kluger Clark & Intoccia
Mr. Jara has over 20 years of ERISA and employee benefits experience, ranging from governmental compliance, fiduciary... | Read More
Mr. Jara has over 20 years of ERISA and employee benefits experience, ranging from governmental compliance, fiduciary liability insurance, to the application of ERISA’s fiduciary standards and prohibited transaction provisions. Mr. Jara has extensive experience resolving issues for corporate plan sponsors and multiemployer plans before the U.S. Department of Labor, where he was formerly a senior pension law specialist and investigator.
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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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