ERISA Equitable Remedies After McCutchen and Amara
Navigating the Scope of Appropriate Equitable Relief and Plan Claims for Subrogation and Reimbursement
Recording of a 90-minute premium CLE webinar with Q&A
This CLE course will discuss the Supreme Court’s McCutchen decision and the development in equitable remedies since Amara , the impact of McCutchen on the scope of “appropriate equitable relief,” ramifications for plan claims for reimbursement and subrogation, and best practices for evaluating equitable relief claims.
- Equitable remedies: Amara and circuit court rulings
- Supreme Court’s McCutchen ruling
- Impact of McCutchen on the scope of appropriate equitable relief
- Impact on plan claims for reimbursement and subrogation
- Best practices for handling claims for equitable relief
The panel will review these and other key questions:
- How does McCutchen interplay with Amara on “appropriate equitable relief” under section 502(a)(3)?
- What is the immediate significance of the McCutchen decision on plan provisions for reimbursement and subrogation?
- What is the impact of the McCutchen ruling for plan claims outside of reimbursement and subrogation?
- What are best practices for handling claims for equitable relief after Amara and McCutchen?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Metz Lewis Brodman Must O'Keefe
She counsels executives of businesses and tax-exempt entities on how to comply with tax and labor laws governing... | Read More
She counsels executives of businesses and tax-exempt entities on how to comply with tax and labor laws governing employee benefit plans and their fiduciaries. She drafts executive employment agreements, severance agreements and other nonqualified deferred compensation agreements, and advises clients on Code § 409A and other tax implications of compensatory arrangements.Close
Patrick W. Begos
Begos Brown & Green
He is a founding member of the firm and heads the ERISA and Contract Disputes groups. He brings more than 20 years of... | Read More
He is a founding member of the firm and heads the ERISA and Contract Disputes groups. He brings more than 20 years of litigation, arbitration, mediation and negotiation experience to the firm. He works primarily on cases involving business and personal disputes in a wide variety of commercial areas including ERISA benefits, insurance coverage, corporate governance, contract disputes and employment.Close