ERISA Fiduciary Rules for Health and Welfare Plans: Compliance Requirements and Litigation Risks for Plan Sponsors
Minimizing Liability of Health Plan Operations, Prohibited Transactions, and Conflicts of Interest
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will guide ERISA counsel and plan sponsors on applying ERISA fiduciary rules to health and welfare plans. The panel will discuss the complex compliance requirements, determining who are considered fiduciaries for health and welfare plan decisions and transactions, litigation risks, and potential liability from plan operations issues, prohibited transactions, and conflicts of interests.
Outline
- ERISA fiduciary standards for health and welfare plans
- Determining who is a fiduciary under health and welfare plans
- Selecting healthcare plan service providers
- Determining and reviewing health plan fees and expenses
- Potential fiduciary issues in third-party administrator contracts
- Prohibited transactions and conflicts of interest
- Recent cases and best practices for ERISA counsel and plan sponsors
Benefits
The panel will review these and other key issues:
- Analyzing fiduciary rules as applied to health and welfare plans
- Avoiding fiduciary liability in the selection and contracting of health service providers
- Identifying risks of health and welfare plan decisions and transactions by fiduciaries
- Liability stemming from health plan operation issues
- Understanding the prohibited transactions and conflicts of interests rules as applied to health and welfare plans
Faculty
Laura Miller Andrew
Counsel
Smith Gambrell & Russell
Ms. Andrew advises clients in all major aspects of employee benefits including qualified and nonqualified plans, IRS... | Read More
Ms. Andrew advises clients in all major aspects of employee benefits including qualified and nonqualified plans, IRS and DOL compliance matters, merger and acquisition issues, executive compensation, and employment agreements. She also concentrates her practice in health care related matters, including health care reform legislation, compliance with HIPAA, federal and state health care anti-fraud laws, such as anti-kickback statute, and Stark Law. Ms. Andrew also advises nursing homes, assisted living facilities, medical device, and life sciences organizations regarding compliance with state and federal regulatory requirements.
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Allison S. Egan
Attorney
Morgan, Lewis & Bockius
Ms. Egan specializes in complex and class action litigation under the Employee Retirement Income Security Act of 1974... | Read More
Ms. Egan specializes in complex and class action litigation under the Employee Retirement Income Security Act of 1974 (ERISA). She represents benefit plan fiduciaries and sponsors, trustees, boards of directors, and service providers facing litigation involving a wide range of benefit plans, including Employee Stock Ownership Plans (ESOPs), 401(k) retirement plans, defined benefit plans, health and welfare plans, and Taft-Hartley multiemployer plans. She has experience defending claims involving breach of fiduciary duty, prohibited transactions, retirement plan investments and fees, and withdrawal liability
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