Health and Welfare Plan Administrative Services Agreements: Negotiating, Drafting and Monitoring Agreements
Guidance for Counsel to Employers and Third-Party Service Providers
Recording of a 90-minute CLE webinar with Q&A
This CLE webinar will prepare employee benefits counsel to advise employers and third-party service providers on negotiating and drafting administrative services agreements for health and welfare plans. The panel will discuss practical legal and business considerations and best practices.
- Selecting third-party providers
- Negotiating administrative services agreement terms
- Services needed by plan sponsors
- ERISA fiduciary issues
- Common contracting terms
- Allocation of risk/liability, and provisions for termination
- Monitoring third-party performance
The panel will review these and other key issues:
- What factors should counsel take into account when selecting third-party providers to administer health and welfare benefit plans?
- What key terms should be included in administrative services agreements?
- Additional negotiating issues raised by ERISA and practical business concerns.
Todd B. Castleton
Mr. Castleton’s practice focuses on the compliance and administration of qualified defined contribution and... | Read More
Mr. Castleton’s practice focuses on the compliance and administration of qualified defined contribution and defined benefit retirement plans, nonqualified deferred compensation arrangements, and health and welfare plans. He partners with clients to create solutions for effective and efficient employee benefit plan administration, maintain the plans’ tax-preferred status under the IRC, comply with Titles I, II, and IV of ERISA, and implement the requirements of the Affordable Care Act.Close
Sarah E. Downie
Weil Gotshal & Manges
Ms. Downie has extensive experience in the executive compensation and employee benefits aspects of M&As and... | Read More
Ms. Downie has extensive experience in the executive compensation and employee benefits aspects of M&As and financings. She represents senior executives and companies in the negotiation and drafting of employment and severance agreements. Ms. Downie also advises as to the design and operation of executive and employee benefit arrangements. In addition, Ms. Downie regularly advises employers on the design and operation of tax-qualified retirement plans as well as health and welfare benefit plans.Close
Andrew L. Oringer
Mr. Oringer's practice includes advising clients regarding ERISA and employee benefits generally, including... | Read More
Mr. Oringer's practice includes advising clients regarding ERISA and employee benefits generally, including 401(k) and other retirement plans as well as medical and other welfare plans. His advice to clients encompasses all aspects of corporate transactions and initial public offerings in which benefits and compensation issues play a central part.Close
Shannon Rushing, Esq.
Ms. Rushing concentrates her practice on group health plan and healthcare provider compliance matters. She advises... | Read More
Ms. Rushing concentrates her practice on group health plan and healthcare provider compliance matters. She advises employers on a variety of issues relating to their health and welfare plans and retirement plans, including compliance with ERISA, the IRC and the ACA. Ms. Rushing’s cients include leading corporations, companies focused on the healthcare sector and private equity firms.Close