Open Filter Close Filter
Filter Results:

Search Results

HSAs, FSA, HRAs and Voluntary Insurance Programs: ERISA vs. Non-ERISA Compliance
November 28, 2017 CLE Live Webinar

This CLE webinar will provide ERISA counsel with a review of the advantages and legal risks of health savings accounts (HSAs), flexible savings accounts (FSAs), health reimbursement arrangements (HRAs), and voluntary insurance programs for both employers and employees. The program will discuss ERISA... Read More

Speakers:  Roberta Casper Watson, Partner, The Wagner Law Group Steven Mindy, Alston & Bird

Drafting Pharmacy Benefit Manager Contracts: Controlling Costs, Avoiding Hidden Fees
Navigating Prescription Drug Pricing Complexities, Selecting PBMs, Managing the Relationsh...
December 14, 2017 CLE Live Webinar

This CLE webinar will prepare employee benefits counsel to negotiate and draft pharmacy benefit manager (PBM) agreements for employee health plans. The panel will discuss how to maximize prescription coverage savings, draft agreements that guarantee transparency and plan sponsor oversight, and avoid... Read More

Speakers:  Edward A. Kaplan, Senior Vice President, The Segal Group Louise F. (Wendy) Pongracz, Partner, Willig Williams & Davidson

Defending ERISA Sect. 510 Retaliation and Interference Claims From Workforce Realignments...
December 19, 2017 CLE Live Webinar

This CLE webinar will provide ERISA counsel and litigators with a review of situations in which Sec. 510 claims often arise, the substantive and procedural challenges in litigating these claims, and damages and remedies under Sec. 510. Read More

Speakers:  José M. Jara, Partner, CKR Law James P. McElligott, Jr., Partner, McGuireWoods Kathleen C. Slaught, Partner, Seyfarth Shaw

ERISA Wrongful Denial of Benefits Claims: Procedural Prerequisites and Key Defenses
November 21, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to employee benefits counsel for defending against wrongful denial of benefits claims involving ERISA plans. The panel will explain the administrative process required under ERISA before litigation may proceed. The panel will also discuss how courts are address... Read More

Speakers:  Robert M. Palumbi, Esq., Babst Calland Clements and Zomnir Nancy Pridgen, Counsel, Patel Burkhalter Law Group Steven J. Silver, Esq., Pierce Atwood

ERISA Pre-Approved and Customized Benefit Plans: Overhauled IRS Procedures and Determinati...
November 14, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss the IRS' changes to its determination letter process limiting the ability of employers with customized benefits plans to obtain a determination letter, and new procedures for employers to ensure their plans maintain their tax-exempt status. The program will also discuss... Read More

Speakers:  Kevin E. Nolt, Director, Trucker Huss Carolyn M. Trenda, Counsel, McGuireWoods

Structuring Equity and Nonqualified Deferred Compensation: Achieving Tax and Legal Objecti...
November 9, 2017 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will provide an overview of the statutory and regulatory rules and government guidance, and practical considerations, practice pointers and tips for structuring the compensation. They will describe the various types of equity and nonqualified deferred compensation commonly part... Read More

Speakers:  Stanley Baum, Of Counsel, Cary Kane Susan E. Bernstein, Special Counsel, Schulte Roth & Zabel Adam Faber, Partner, Faber Eubanks

Structuring and Negotiating Executive Compensation Packages: Addressing Pay, Severance, Re...
October 26, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA, compensation and HR counsel with strategies for structuring and negotiating executive employment agreements. The panelists will discuss considerations and best practices when drafting provisions regarding compensation, severance, restrictive covenants and other k... Read More

Speakers:  Kenneth J. Laverriere, Partner, Shearman & Sterling Austin S. Lilling, Partner, Katten Muchin Rosenman Andrea S. Rattner, Partner, Proskauer Rose

Robo-Advisers to Retirement Plans: ERISA Fiduciary Duties and Prohibited Transactions; SEC...
October 17, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss regulatory compliance issues for robo-advisers who provide investment advice and discretionary management services to ERISA retirement plans and IRAs. Discussion will include ERISA's fiduciary and prohibited transaction provisions, the Code's probited transaction provis... Read More

Speakers:  Margaret Sheehan, Partner, Ashurst William H. Woolston, Partner, Covington & Burling David C. Kaleda, Principal, Groom Law Group

SEC’s Pay Ratio Disclosure Rule for CEO and Median Employee Compensation
Data Gathering, Calculation Methodologies, Preparing for Heightened Stakeholder Scrutiny
October 10, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to executive compensation, corporate counsel and SEC for preparing clients to comply with the SEC's new Pay Ratio Disclosure Final Rule, for compensation paid in fiscal years beginning Jan. 1, 2017. Most public companies will need to include this disclosure in... Read More

Speakers:  Matthew B. Grunert, Partner, Andrews Kurth Kenyon Laura D. Richman, Counsel, Mayer Brown Elizabeth A. Gartland, Esq., Fenwick & West

DOL Fiduciary Rule: Impact on Retirement Plan Sponsors, Plan Advisers and Service Provider...
Navigating the Expanded Definition of Investment Advice, Qualifying for Exclusions or Exem...
September 28, 2017 CLE CLE On-Demand, Download

This CLE webinar will guide employee benefits counsel in understanding the practical implications of the Department of Labor's (DOL) final fiduciary rule for retirement plan sponsors, plan advisers, service providers and other key groups. Employee benefits expert Marcia S. Wagner of The Wagner Law G... Read More

Speakers:  Marcia S. Wagner, Managing Director, Wagner Law Group

ERISA 403(b) Plan Litigation: New Frontier in Retirement Fund Litigation
Causes of Action, Defenses, Dismissals and Settlements, Lessons From 401(k) Claims
September 26, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss the new wave of retirement plan litigation targeting Section 403(b) plans. The program will review the cases filed to date, legal theories raised, defenses, dismissals and the current state of the litigation. The program will review how prior 401(k) claims are instructi... Read More

Speakers:  Carol Buckmann, Partner, Cohen & Buckmann Taylor Wedge French, Partner, McGuireWoods Bruce M. Steen, Partner, McGuireWoods

ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims
Evaluating Fiduciary Risks and Litigating Alleged Breaches by Investment Committee Members
September 12, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel, in-house corporate counsel, and plan sponsor decisionmakers with the tools to structure and implement appropriate investment committee policies and procedures. Our multi-disciplinary panel will provide best practices for selecting and training investment... Read More

Speakers:  Dr. Susan Mangiero, Managing Director, Fiduciary Leadership Rhonda Prussack, Head of Fiduciary and Employment Practices Liability, Berkshire Hathaway Specialty Insurance Emily Seymour Costin, Partner, Alston & Bird

ESOP Companies and ESOP Fiduciaries: Standard of Fiduciary Duties, Pleadings Requirements,...
Lessons From Recent Case Law for Minimizing and Defending Litigation
August 23, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with a review of cutting edge developments impacting ESOP companies and ESOP fiduciaries. The program will discuss ERISA fiduciary duty standards post- Dudenhoeffer and its progeny, and offer lessons learned from recent litigation for defending and minimiz... Read More

Speakers:  Eliot T. Burriss, Partner, McDermott Will & Emery Erin Turley, Partner, McDermott Will & Emery Emily Rickard, McDermott Will & Emery

Proprietary Funds in 401(k) and Retirement Plans: A View From the Trenches
Navigating Prohibited Transaction Rules, Fiduciary Duties, and the Recent Surge in DOL Inv...
August 9, 2017 CLE CLE On-Demand, Download

This CLE webinar will discuss the legal issues arising from the offering of proprietary or affiliated products in ERISA-covered retirement plans sponsored by financial services companies. The panel will discuss the rise in regulatory and litigation challenges to proprietary funds, and explain how pl... Read More

Speakers:  Jeremy P. Blumenfeld, Partner, Morgan Lewis & Bockius Brian T. Ortelere, Partner, Morgan Lewis & Bockius

ERISA Breach of Fiduciary Duty Class Actions: Avoiding and Defending Claims Against Compan...
Leveraging Standing, Statute of Limitations, Exhaustion and Mandatory Arbitration to Defea...
July 25, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to counsel for plan fiduciaries and companies on avoiding and defending ERISA class claims that allege breach of fiduciary duty related to the selection and administration of investment plans. The panel will discuss the latest trends, analyze key substantive an... Read More

Speakers:  James O. Fleckner, Partner, Goodwin Procter Brian D. Netter, Partner, Mayer Brown

ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligen...
Best Practices for Utilization of Excess Payments, Contract Negotiations, Allocation of Cr...
July 18, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with the tools necessary to guide fiduciary clients in the governance of revenue sharing arrangements. Our experienced panel will provide best practices in utilization of excess payments, contract negotiation and credit allocation to plan participants, and... Read More

Speakers:  Marcia S. Wagner, Managing Director, Wagner Law Group Philip J. Koehler, Esq., Founder and CEO, ERISA Fiduciary Administrators Joshua J. Waldbeser, Drinker Biddle & Reath Brian C. Hubbell, AIF, Principal, Hubbell Consulting

Conducting Effective Service Provider RFPs for ERISA Retirement Plans
Crafting Comprehensive Proposals to Meet Fiduciary Duties and to Avoid Litigation and DOL...
July 13, 2017 CLE CLE On-Demand, Download

This CLE webinar will prepare employee benefits counsel and ERISA plan fiduciaries to conduct more optimal requests for proposals (RFPs) for retirement plan service providers. We will discuss when and how often plan fiduciaries should undertake the RFP process, outline the elements that make up a co... Read More

Speakers:  W. Andrew Douglass, Shareholder, Employee Benefits Practice Group Chair, Polsinelli Roberta Casper Watson, Partner, The Wagner Law Group

Executive Compensation Tax Issues in M&A: Navigating IRS Rules for Stock Options, Deferred...
July 6, 2017 CLE CLE On-Demand, Download

This CLE webinar will offer advisors and counsel a review of tax implications of executive and employee compensation in the context of a merger, acquisition, or sale of a business or business unit. The panel will provide best practices for counsel to avoid tax pitfalls in structuring and implementin... Read More

Speakers:  Erica Schohn, Partner, Skadden Arps Slate Meagher & Flom Gavin A. White, Partner, Skadden Arps Slate Meagher & Flom

ERISA Fiduciaries, Data Privacy and Cybersecurity Risks: HIPAA, HITECH, and ERISA Preempti...
Responding to Data Breaches of Healthcare Administrators and Retirement Plans, Minimizing...
June 20, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to employee benefits counsel on trends in data breaches for ERISA healthcare and retirement plans, lessons from recent BCBS/Anthem litigation, ERISA fiduciary obligations, ERISA preemption of state data breach laws, and contractual risk mitigation with third-pa... Read More

Speakers:  Saad Gul, Partner, Poyner Spruill Michael E. Slipsky, Partner, Poyner Spruill Brenna A. Davenport, Poyner Spruill

DOL Investigations of Employee Benefit Plans: Navigating Enforcement Actions, Audits and S...
June 6, 2017 CLE CLE On-Demand, Download

This CLE webinar will prepare employee benefits counsel to represent plan fiduciaries and sponsors facing Department of Labor (DOL) investigations or audits. Our experienced panel will discuss how to navigate the investigation process, offer practice pointers on working with Employee Benefits Securi... Read More

Speakers:  Ivelisse Berio LeBeau, Member, Sugarman & Susskind José M. Jara, Partner, FisherBroyles

Alternative Investments in ERISA Retirement Plans: Mitigating Liability Risks for Hedge an...
Exercising Due Diligence to Avoid Investment Landmines for Institutional Investors and Fun...
May 24, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA and asset management counsel with a review of effective due diligence practices for institutional investors from both a legal and economic perspective. The panel will offer risk mitigation best practices at a time of increased government scrutiny and lawsuits by p... Read More

Speakers:  Dr. Susan Mangiero, Managing Director, Fiduciary Leadership Tiffany N. Santos, Director, Trucker Huss

Benefit Plans in M&A: Transitioning Pension, Savings and Welfare Plans
Best Practices to Avoid Liability for Underfunding, Plan Defects and Unintended Benefits
May 16, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide perspectives and experiences to help counsel navigate through employee benefit issues in mergers and acquisitions that are often overlooked and that can materially affect the value of a transaction. To avoid unexpected liability, benefits counsel must be familiar with t... Read More

Speakers:  Michael R. Bergmann, Counsel, Skadden Arps Slate Meagher & Flom Alessandra K. Murata, Partner, Goodwin Procter Ian L. Levin, Partner, Schulte Roth & Zabel

ERISA Benefit Plan Investment Management Agreements: Selecting 3(38) Investment Managers,...
Documenting the Relationship to Minimize Risks for Plan Sponsors and Investment Advisers
April 18, 2017 CLE CLE On-Demand, Download

This CLE webinar will review how best to negotiate and draft investment management agreements (IMAs) with ERISA retirement plan sponsors. The panel will explain best practices for selecting a 3(38) investment manager to reduce personal fiduciary risk and outline key steps in structuring and document... Read More

Speakers:  Sharon M. Goodman, Principal, Slevin & Hart David A. Russell, CFA, Senior Investment Strategist, Senior Consultant, Investment Performance Services

Mastering New IRC 457(f) Plan Guidance for ERISA Counsel: Structuring Deferred Comp Plans...
Leveraging New IRS Guidance to Revive 457(f) Plans for Key Exempt Org Employees
April 5, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide employee benefits and ERISA counsel with a thorough and practical guide to the new IRS guidance on deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical structuring changes to Section 457(f) and define the... Read More

Speakers:  Andrew L. Oringer, Partner, Dechert Stefan P. Smith, Partner, Locke Lord J. Marc Fosse, Director, Trucker Huss Jeffrey W. Kroh, Principal, Groom Law Group

Structuring Cash Balance Pension Plans: Maximizing Tax Benefits and Limiting Risks
Designing the Cash Balance Benefit Formula, Managing the Interest Crediting Rate with Plan...
March 21, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel and advisors with a thorough and practical guide to structuring hybrid cash balance pension plans and converting current defined benefit plans to cash balance plans. The panel will detail optimal scenarios for establishing a cash balance plan, identify int... Read More

Speakers:  Mark L. Lofgren, Principal, Groom Law Group Andrew Ferguson, FSA, EA, Altman & Cronin Benefit Consultants

Structuring Equity Compensation for Partnerships and LLCs
Navigating Capital and Profits Interests Plus Section 409A and Tax Consequences
February 14, 2017 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will provide employee benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will discuss tax consequences, advantages and disadvantages, design and structuring, and implementation considerations. Read More

Speakers:  Edward E. Bintz, Partner, Arnold & Porter Brian J. O'Connor, Partner, Venable

Out-of-Network ERISA Claims after North Cypress Medical: Identifying Provisions Subject to...
Leveraging Ambiguities in Fee Forgiveness Provisions, Bad Faith and Other Factors
February 7, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with a thorough and practical guide to the pursuit of out-of-network payment claims under ERISA in the aftermath of the North Cypress Medical Center holding. The panel will outline the conditions under which providers generally succeed in obtaining reimbur... Read More

Speakers:  Amanda A. Sonneborn, Partner, Seyfarth Shaw Dorothy H. Cornwell, Of Counsel, Smith Moore Leatherwood

Dealing with PBGC Reportable Events: A Practical Guide for Employers and Their Advisors
January 24, 2017 CLE CLE On-Demand, Download

This CLE webinar will provide practical guidance on meeting the challenges posed by the reportable events rules, with a focus on how those rules interact with the PBGC's Early Warning Program. Read More

Speakers:  Harold J. Ashner, Partner, Keightley & Ashner Constance A. Donovan, Participant and Plan Sponsor Advocate, Pension Benefit Guaranty Deborah A. Tully, FSA, Pine Cliff Consulting

Developing Trends in Employee Benefits and Executive Compensation Representations, Covenan...
Navigating the Impact of the Affordable Care Act, Recent IRS Guidance on Determination Let...
January 17, 2017 CLE CLE On-Demand, Download

This CLE webinar will highlight new developments for employee benefits counsel to consider when drafting and negotiating representations, covenants and indemnification provisions addressing employee benefit plans and executive compensation programs in the context of mergers and acquisitions. The pan... Read More

Speakers:  Jeffrey A. Lieberman, Counsel, Skadden Arps Slate Meagher & Flom Ryan J. Liebl, Partner, Mayer Brown Gabriel S. Marinaro, Special Counsel, Katten Muchin Rosenman

Multiemployer Pension Plan Withdrawal: An In-Depth Examination
Strategies for Minimizing Liability and Challenging Assessments
December 20, 2016 CLE CLE On-Demand, Download

This CLE webinar will provide counsel to employers that contribute to multiemployer pension plans with an in-depth examination of several recent trends related to multiemployer plan withdrawal liability. The panel will outline recent developments in withdrawal liability litigation, tips for handling... Read More

Speakers:  Angela Marie Hubbell, Partner, Quarles & Brady Patrick W. Spangler, Shareholder, Vedder Price

Designing Equity Compensation and Employment Agreements for Startup and Emerging Growth Co...
Drafting Confidentiality and Non-Disclosure Provisions; Structuring Employee Stock Options...
December 6, 2016 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will provide benefits counsel with guidance on structuring and negotiating equity compensation arrangements and employment agreements for startups and emerging growth companies. Our authoritative panel will offer strategic approaches for using these vital tools to attract talent... Read More

Speakers:  Shawn E. Lampron, Partner, Fenwick & West Marshall Mort, Esq., Fenwick & West

Structuring Inpat and Expat Pension, Health and Welfare Plans: Challenges for Multinationa...
Navigating Legal and Tax Implications When Designing Benefits Plans, Preparing for New ACA...
November 17, 2016 CLE CLE On-Demand, Download

This CLE webinar will offer guidance to employee benefits counsel on the complex legal and tax challenges of designing pension, health and welfare plans for inpatriates and expatriates working for multinational companies. The program will include a discussion of the new regulations on excepted healt... Read More

Speakers:  Pam Enright, GPHR, Sr. Vice President, Director of Global Benefits, Lockton Companies James P. Klein, Senior Counsel, Pillsbury Winthrop Shaw Pittman

Preparing Employers for 2016 ACA Information Reporting: Lessons From 2015 Compliance Misst...
Navigating New and Expanded 2016 Reporting Requirements and Revised Forms 1094-C and 1095-...
October 25, 2016 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will provide guidance to employee benefits counsel on preparing employers for 2016 Affordable Care Act (ACA) information reporting, which must be filed in early 2017. Using lessons from 2015 reporting as a roadmap for the discussion, the panel will discuss the anticipated elimin... Read More

Speakers:  Kathryn B. Amin, Esq., Groom Law Group Joanna C. Kerpen, Partner, McDermott Will & Emery Malcolm C. Slee, Of Counsel, Groom Law Group

Health and Welfare Plan Administrative Services Agreements: Negotiating, Drafting and Moni...
Guidance for Counsel to Employers and Third-Party Service Providers
October 18, 2016 CLE CLE On-Demand, Download

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. Read More

Speakers:  Todd B. Castleton, Senior Counsel, Proskauer Rose Sarah E. Downie, Partner, Weil Gotshal & Manges Andrew L. Oringer, Partner, Dechert Shannon Rushing, Esq., Dechert

ERISA Church Plan Exemption Under Attack: Implications for Church-Affiliated Employers Adm...
Structuring, Operating, and Funding Church-Affiliated Employer Pension Plans Amid Conflict...
October 11, 2016 CLE CLE On-Demand, Download

This CLE webinar will discuss the current state of the law regarding the ERISA church plan exemption and provide guidance for church-affiliated employers--primarily healthcare providers and schools--for evaluating the structure, operation, and funding levels of their pension plans in light of increa... Read More

Speakers:  G. Daniel Miller, Partner, Conner & Winters Jeffrey D. Smith, Partner, Fisher & Phillips

New 409A Guidance On Nonqualified Deferred Compensation Plans: Compliance Strategies for E...
Navigating Clarifications on Definition of Payment, Exemptions, Permitted Payments, Remedi...
September 7, 2016 CLE CLE On-Demand, Download

This CLE webinar will provide employee benefits counsel with a detailed review of the new regulations under 409A, as proposed June 21, 2016. The panel will outline the more significant changes to the existing 409A regulations, lingering questions under the proposed regulations, and compliance strate... Read More

Speakers:  Marshall Mort, Esq., Fenwick & West Adam M. Braun, Esq., Jones Day Kristin O’Hanlon, Esq., Fenwick & West

ERISA Successor and Affiliate Liability in Asset Sales and Distressed Benefit Plans
Mitigating Controlled Group and Successor Liability for Affiliated Companies, M&As, and Co...
May 3, 2016 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with a review of controlled group and successor liability theories by which an entity can be held liable for unpaid or underfunded pension liabilities of another entity. The panel will discuss case law and regulatory developments and offer best practices t... Read More

Speakers:  Robert M. Cipolla, Senior Counsel, McGuireWoods Taylor Wedge French, Partner, McGuireWoods

Retiree Health Benefits Claims After M&G Polymers USA v. Tackett
Navigating Differing Court Applications of Tackett, Minimizing Liability for Modification...
April 5, 2016 CLE CLE On-Demand, Download

This CLE webinar for employee benefits counsel will explore the U.S. Supreme Court's ruling in M&G Polymers USA v. Tackett and federal district court rulings interpreting and applying Tackett over the past year. The panel will explore the sometimes divergent conclusions reached by courts addressing... Read More

Speakers:  Russell L. Hirschhorn, Partner, Proskauer Rose Brian D. Netter, Partner, Mayer Brown Nancy G. Ross, Partner, Mayer Brown

Structuring Management Carve-Out Plans for Privately Held Corporations: Mechanics, Tax Obs...
Guidance for Employee Benefits Counsel on Private Company Liquidity Bonus Plan Compensatio...
March 23, 2016 CLE, CPE CLE On-Demand, Download

This CLE/CPE webinar will provide employee benefits counsel with guidance on the use of private company liquidity bonus plans to increase incentive and retain current employees. The panel will outline the mechanics of these compensatory arrangements, also known as carve-out plans, discuss strategic... Read More

Speakers:  Elizabeth A. Gartland, Esq., Fenwick & West Marshall Mort, Esq., Fenwick & West

Structuring Equity Compensation for Partnerships and LLCs
Navigating Capital and Profits Interests Plus Section 409A and Tax Consequences
March 9, 2016 CLE, CPE CLE On-Demand, Download

This CLE/CPE webinar will provide benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will discuss tax consequences, advantages and disadvantages, design and structuring, and implementation considerations. Read More

Speakers:  Edward E. Bintz, Partner, Arnold & Porter Brian J. O'Connor, Partner, Venable

401(k) Plan Nondiscrimination Testing: Guidance for Employee Benefits Counsel
Meeting IRS Requirements, Avoiding Corrective Distributions, Evaluating Safe Harbor Plans,...
January 13, 2016 CLE CLE On-Demand, Download

This CLE webinar will provide employee benefits attorneys and plan sponsors with detailed guidance on performing nondiscrimination testing on 401(k) plans. The panel will review the minimum coverage, ADP and ACP tests for ensuring compliance with IRS nondiscrimination requirements, explain the benef... Read More

Speakers:  David R. Godofsky, Partner, Alston & Bird Marcia S. Wagner, Managing Director, Wagner Law Group

ERISA Retirement Plan Successor Liability: Due Diligence Strategies for Stock Sales, Merge...
December 8, 2015 CLE CLE On-Demand, Download

This CLE webinar will arm ERISA counsel with techniques necessary to avoid retirement plan successor liability in M&A deals. Our experienced panelists will discuss due diligence strategies for uncovering benefit plan liabilities in stock sales, mergers and asset sales. Read More

Speakers:  Robert M. Cipolla, Senior Counsel, McGuireWoods Taylor Wedge French, Partner, McGuireWoods

DOL Audits of Employer Health Plans: Preparing for Increased ACA and Mental Health Parity...
Responding to Audit Letters, Navigating DOL Investigations, Avoiding HHS and IRS Scrutiny
November 19, 2015 CLE CLE On-Demand, Download

This CLE webinar will prepare benefits counsel to face the rise in DOL audits targeting employer health and welfare plan compliance with new Affordable Care Act (ACA) and Mental Health Parity and Addiction Equity Act (MHPAEA) requirements. The panel will discuss common triggers for DOL audits, compl... Read More

Speakers:  Lisa A. Christensen, Senior Counsel, Bond Schoeneck & King Ryan C. Temme, Atty, Groom Law Group Gary A. Thayer, Of Counsel, Archer Byington Glennon & Levine

ERISA Service Provider Agreements for Retirement Plans: Negotiating, Drafting and Monitori...
October 27, 2015 CLE CLE On-Demand, Download

This CLE webinar will prepare counsel to advise clients on negotiating and entering into service-provider agreements for retirement plans. The panel will discuss a number of practical business concerns and possible best practices. Read More

Speakers:  Todd B. Castleton, Senior Counsel, Proskauer Rose Sarah E. Downie, Partner, Hughes Hubbard Andrew L. Oringer, Partner, Dechert

Executive Employment Agreements and Change in Control Arrangements
Structuring Golden Parachutes That Promote M&A Opportunities, Withstand Shareholder Scruti...
October 13, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide counsel with guidance on structuring change in control (CIC) arrangements in executive employment agreements. The panel will discuss strategies for negotiating and drafting golden parachute provisions that minimize employee taxes and protect employer deductions while fu... Read More

Speakers:  Andrew C. Liazos, Partner, McDermott Will & Emery Benjamin D. Panter, Member, McDonald Hopkins

401(k) Fee Litigation After Tibble v. Edison Int'l: Navigating the Continuing Duty to Moni...
Establishing ERISA Plan Investment Policies to Avoid Fee Challenges and Costly Liability
August 6, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide benefits counsel with guidance on meeting the continuing duty to monitor ERISA plan investments established by the U.S. Supreme Court in Tibble v. Edison International. The panel will help plan sponsors create investment policies to ensure compliance with ERISA fiduciar... Read More

Speakers:  David C. Olstein, Counsel, Skadden Arps Slate Meagher & Flom Stephen D. Rosenberg, Of Counsel, The Wagner Law Group Rebecca L. Sczepanski, Counsel, HunterMaclean

ERISA Pension Plan Overpayments: Navigating Conflicting Fiduciary Obligations and IRS Guid...
Preventing or Uncovering Errors Before Distribution, Restoring Losses and Protecting the P...
July 8, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to ERISA and employee benefits counsel on addressing pension plan overpayments to participants and beneficiaries. The panel will discuss best practices for preventing costly errors, options for recouping payments and restoring losses to the plan, the equitable... Read More

Speakers:  Carol Buckmann, Counsel, Osler Hoskin & Harcourt Arthur A. Marrapese, III, Partner, Employee Benefits Practice Leader, Hodgson Russ William H. Woolston, Esq., Covington & Burling

Liability Insurance for ERISA Plan Sponsors: Maximizing Coverage Under Employee Benefits a...
Securing Coverage for Civil Damages and Tax Assessments Arising From the ACA and Other Cla...
June 4, 2015 CLE CLE On-Demand, Download

This CLE webinar will help ERISA counsel evaluate the adequacy of plan sponsors' liability coverage in light of liability exposures created by the Patient Protection and Affordable Care Act (ACA). The panel will review the current state of case law discussing Employee Benefits Liability (EBL) and Fi... Read More

Speakers:  Stephen D. Rosenberg, Of Counsel, The Wagner Law Group James E. Scheuermann, Partner, K&L Gates Roberta Casper Watson, Partner, The Wagner Law Group

Pension De-Risking for Employee Benefit Sponsors: Avoiding Litigation and Enforcement Acti...
Designing and Implementing a Strategy to Minimize Risk and Ensure ERISA Compliance
May 27, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide benefits counsel with a review of pension de-risking approaches companies can use to reduce some of the risks involved with employee retirement benefits and keep retirement plans adequately funded. The panel will offer best practices for leveraging the precautions to pr... Read More

Speakers:  Maureen J. Gorman, Partner, Mayer Brown David Hartman, Vice President and General Counsel, General Motors Asset Management Dr. Susan Mangiero, Fiduciary Leadership

Data Breaches in ERISA Benefit Plans: Prevention and Response
Navigating Regulations Governing Self and Fully Insured Plans; Complying with Notice Requi...
April 23, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with the tools necessary to prevent instances of catastrophic data breach as well as response techniques if a data breach should occur. Our experienced panelists will provide best practices in regards to regulations applicable to self and fully insured pla... Read More

Speakers:  Vance E. Drawdy, Shareholder, Ogletree Deakins Stephen A. Riga, Esq., Ogletree Deakins Timothy G. Verrall, Shareholder, Ogletree Deakins

Retirement Plan Investment Changes: Meeting Strict ERISA Requirements Amid Increasing DOL...
Complying With Procedural Requirements for Investment Selection, Documentation and Notice
February 19, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel and plan fiduciaries with a plan of action for selecting investments and making investment changes within retirement plans in an environment of increased DOL audits and lawsuits. Our experienced panelists will discuss the requirements governing selection,... Read More

Speakers:  Mark E. Bokert, Partner, Davis & Gilbert Jeffrey M. Holdvogt, Partner, McDermott Will & Emery

ERISA Benefit Plans in M&A: Transitioning Pension, Retiree Welfare and Defined Contributio...
Best Practices to Avoid Liability for Termination, Withdrawal and Nondiscrimination Testin...
February 10, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide perspectives and experiences to help counsel navigate through employee benefit issues in mergers and acquisitions that are often overlooked. Our experienced panelists will provide best practices in avoiding significant liabilities in transitioning ERISA-governed employe... Read More

Speakers:  Michael R. Bergmann, Counsel, Skadden Arps Slate Meagher & Flom Ian L. Levin, Partner, Schulte Roth & Zabel Alessandra K. Murata, Counsel, Skadden Arps Slate Meagher & Flom

Hybrid Pension Plans: Navigating Complex ERISA and IRC Requirements to Minimize Liability...
Complying With Primary Regulations, Reconciling Nondiscrimination, Age Discrimination, Wea...
January 6, 2015 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with strategies for structuring hybrid pension plans focusing on cash balance and pension equity plans, as well as litigation issues related to these plans. Experienced panelists will review the primary ERISA and IRC requirements and offer guidance on more... Read More

Speakers:  Amanda A. Sonneborn, Partner, Seyfarth Shaw J. Rose Zaklad, Esq., Groom Law Group, Chartered

ERISA Counsel and Attorney-Client Privilege: Protecting Counsel Advice to Plan Fiduciaries
December 11, 2014 CLE CLE On-Demand, Download

This CLE webinar will examine recent rulings on the ERISA fiduciary exception to attorney-client privilege, the majority view and how some jurisdictions differ. The panel will explain best practices for preserving the privilege given conflicting court rulings on when the fiduciary exception applies... Read More

Speakers:  Ronald S. Kravitz, Of Counsel, Shepherd Finkelman Miller & Shah James P. McElligott, Partner, McGuireWoods

Challenging Multiemployer Pension Withdrawal Liability Assessments
Evaluating Whether to Challenge Assessments, Navigating the Procedural Framework, and Leve...
November 4, 2014 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with strategies for challenging pension withdrawal assessments, with a potential for saving millions. Experienced panelists will review considerations in making the decision to challenge the assessment, procedural pitfalls and asserting defenses. Read More

Speakers:  Patrick W. Spangler, Senior Associate, Vedder Price Charles B. (Chuck) Wolf, Shareholder, Vedder Price

Structuring ERISA-Compliant Retirement Buyouts
Navigating Design Considerations, Funding Options and Qualification Rules for Defined Bene...
October 9, 2014 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with the tools necessary to design and implement a retirement buyout or early retirement incentive program. Our experienced panelist will review design considerations for varying kinds of retirement plans, funding options, tax implications, and qualificati... Read More

Speakers:  Michael Collins, Partner, Gibson Dunn & Crutcher

Structuring Retirement Plan Internal Controls Amid Heightened IRS and DOL Scrutiny
Avoiding Violations with Plan Amendments, Target Date Funds, Investment Manager Agreements...
June 4, 2014 CLE, CPE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel and advisors with the tools necessary to structure internal controls that mitigate expanded IRS and DOL audits. Our experienced panelists will provide best practices to avoid violations with plan amendments, target date funds, discrimination testing and mo... Read More

Speakers:  Mary Andersen, President, ERISAdiagnostics Nancy S. Gerrie, Partner, McDermott Will & Emery Jeffrey M. Holdvogt, Partner, McDermott Will & Emery Howard Pianko, Partner, Seyfarth Shaw

ERISA Group Health Plans: Complying With Complex HHS Regulations and Leveraging New Guidan...
Structuring Privacy Policies, Security Breach Notifications, Business Associate Agreements...
May 6, 2014 CLE CLE On-Demand, Download

This CLE webinar will prepare ERISA counsel to comply with the confusing and complex HIPAA regulations for group health plans. Our experienced panelists will provide best practices in implementing required changes to privacy policies, security breach notifications, business associate agreements, and... Read More

Speakers:  Ryan P. Blaney, Member, Cozen O’Connor Tiffany D. Downs, Partner, FordHarrison

Defending ERISA Conflict of Interest Discovery Requests
Limiting the Scope of Discovery, Preparing and Defending 30(b)(6) Depositions, and More
March 27, 2014 CLE CLE On-Demand, Download

This CLE webinar will prepare ERISA counsel to effectively handle conflict of interest discovery requests. Our experienced panelists will provide best practices in defending discovery requests to include 30(b)(6) depositions. Read More

Speakers:  Jack F. Fuchs, Partner, Thompson Hine Cassie M. Springer, Partner, Springer & Roberts

Structuring Equity Compensation for Partnerships and LLCs
Navigating Capital and Profits Interests Plus Section 409A and Tax Consequences
February 25, 2014 CLE CLE On-Demand, Download

This webinar will provide benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will discuss tax consequences, advantages and disadvantages, design, and structuring and implementation considerations. Read More

Speakers:  Edward E. Bintz, Partner, Arnold & Porter Brian J. O'Connor, Partner, Venable

ERISA Class Certification: Strategies to Defeat or Certify the Class After Dukes and Comca...
Navigating Issues in Class-Wide Proof of Damages, Commonality, Adequacy and Class Conflict...
January 28, 2014 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA law counsel with an in-depth review of the Supreme Court rulings on class certification in the seminal cases of Wal-Mart v. Dukes and Comcast v. Behrand. The panel will provide strategies for challenging or seeking certification in ERISA class claims. Read More

Speakers:  James O. Fleckner, Partner, Goodwin Procter Sarah Zumwalt, Principal, Groom Law Group

ACA Health Plan Compliance: New Employer Mandate, Plan Documentation and Requirements, Fid...
December 17, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA and employment counsel with the current planning techniques to ensure compliance with the ACA group health plan requirements. Our panel will explain their experiences and approaches for complex and often-times ambiguous plan issues. Read More

Speakers:  Michelle Capezza, Member, Epstein Becker & Green Yelena Fertman Gray, Partner, Ungaretti & Harris

HSAs, HRAs and FSAs: Employee Benefits After the ACA and Latest DOL/IRS Guidance
Navigating New Compliance Requirements and Leveraging Defined Contribution Plans in the Cu...
November 19, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide benefits and employment counsel with a review of trends in employee health savings, health reimbursement and flexible spending accounts (HSAs, HRAs and FSAs), and how they are impacted by the ACA. The panel will also outline the new DOL/IRS guidance on ACA compliance fo... Read More

Speakers:  Kenneth A. Mason, Partner, Spencer Fane Britt & Browne Elizabeth Kappenman, Senior Counsel, Wells Fargo & Company Stanley Baum, Of Counsel, Cary Kane

ERISA and Employment Benefits Post-DOMA and IRS Ruling
Amending Plans to Comply with New Mandates and Assessing Potential Retroactive Liability
October 31, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide counsel with a review of the impact of the Supreme Court's DOMA ruling and IRS Rev. Ruling 2013-17 for ERISA benefit plans and non-ERISA employment benefits and policies. The panel will discuss best practices for amending plans and policies for compliance and avoiding c... Read More

Speakers:  Amanda A. Sonneborn, Partner, Seyfarth Shaw W. Andrew Douglass, Partner, Seyfarth Shaw Sam Schwartz-Fenwick, Seyfarth Shaw

ERISA Benefit Plan Wraps, SPDs and New ACA Mandates
Structuring and Amending Compliant Plan Wraps, SPDs and Notices
October 8, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide counsel with a review of ERISA requirements for written plan documents and summary plan descriptions (SPDs). The panel will explain how plan sponsors and their counsel can create wrap plan and SPD documents as an effective and cost-efficient means of ensuring compliance... Read More

Speakers:  Jennifer Kobayashi, Partner, Wang Kobayashi Austin Stephen F. Herbes, Assistant General Counsel, 1199SEIU National Benefit & Pension Funds

ERISA Assets: QPAM and INHAM Audit Legal Requirements and Best Practices
Navigating DOL Rules for Pension Asset Management Compliance
September 10, 2013 CLE CLE On-Demand, Download

This CLE webinar will prepare counsel to advise asset manager clients regarding Qualified Professional Asset Manager (QPAM) and in-house asset manager (INHAM) audits as required by the Department of Labor. The panel will review the new exemption rules, who can conduct an audit, what the process enta... Read More

Speakers:  Dr. Susan Mangiero, Fiduciary Leadership Howard Pianko, Partner, Seyfarth Shaw Virginia Bartlett, Principal, Bartlett O'Neill Consulting

Multi-Employer Pension Plans: Continued Participation or Withdrawal?
Evaluating Risks, Meeting Contribution Obligations, and Minimizing Withdrawal Liability
August 20, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide counsel to employers in multi-employer pension plans with an overview of factors to consider when determining contribution obligations under the Pension Protection Act (PPA) and contemplating withdrawal from the plans. The panel will outline best practices to evaluate p... Read More

Speakers:  James P. McElligott, Partner, McGuireWoods Charles B. (Chuck) Wolf, Shareholder, Vedder Price Michael A. Alaimo, Principal, Miller Canfield Paddock and Stone

ERISA Retirement Plans: Fiduciary Compliance and Risk Management for Investment Fund Selec...
Discharging Fiduciary Duties and Limiting Fiduciary Liability
August 8, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide an overview for counsel on key regulatory and litigation developments impacting the scope of fiduciary duties in selecting and replacing plan investment funds and providing plan fee disclosures. The program will also provide practical advice for plan sponsors and provid... Read More

Speakers:  Lisa H. Barton, Partner, Morgan Lewis & Bockius Michael B. Richman, Of Counsel, Morgan Lewis & Bockius Lindsay B. Jackson, Morgan Lewis & Bockius

ERISA Equitable Remedies After McCutchen and Amara
Navigating the Scope of Appropriate Equitable Relief and Plan Claims for Subrogation and R...
July 10, 2013 CLE CLE On-Demand, Download

This CLE webinar 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 equi... Read More

Speakers:  Terry Connerton, Member, Metz Lewis Brodman Must O'Keefe Patrick W. Begos, Member, Begos Brown & Green

Executive Employment Agreements
Structuring Termination, Restrictive Covenant and Clawback Provisions
June 11, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide practitioners with an examination of three critical provisions of an executive employment agreement: clawbacks, restrictive covenants and termination of employment. The panel will outline best practices for counsel on both sides to draft and negotiate effective provisio... Read More

Speakers:  Andrea S. Rattner, Partner, Proskauer Rose Mina Amir-Mokri, Partner, Edwards Wildman Palmer Austin S. Lilling, Senior Counsel, Akin Gump Strauss Hauer & Feld LLP

DOL Audits of Employer Group Health Plans on the Rise
Preparing for Audits of Compliance with PPACA, GINA, HIPAA, COBRA, Wellness Programs and M...
May 23, 2013 CLE CLE On-Demand, Download

This CLE webinar will prepare benefits counsel with new information and documentation in the DOL's revised audit letter to effectively advise employers on PPACA compliance. The panel will also review compliance with GINA, MHPAA, HIPAA, COBRA and wellness program requirements and offer best practices... Read More

Speakers:  Amy M. Gordon, Partner, McDermott Will & Emery Joanna C. Kerpen, Partner, McDermott Will & Emery

Defined Benefit Pension Plan Litigation: Latest Developments
Avoiding and Defending Challenges to Plan Investments and Other DB Plan Decisions
May 7, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide benefits counsel with a review of emerging theories of fiduciary duty and investment management liability, as well as other key developments in defined benefit plan litigation. The panel will discuss best practices for defending and minimizing exposure to defined benefi... Read More

Speakers:  James O. Fleckner, Partner, Goodwin Procter Sarah Zumwalt, Principal, Groom Law Group

ERISA and Executive Compensation Litigation: Best Practices for Anticipating and Avoiding...
Identifying Vulnerabilities in Plan Drafting and Administration and Bolstering Potential L...
February 13, 2013 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with a guide to avoiding common errors in drafting and administering executive compensation plans. The panel will outline best practices for navigating complex issues and potential hazards involved in ERISA litigation. Read More

Speakers:  Miriam (Dusty) M. Burke, Partner, Vinson & Elkins Shane M. Tucker, Partner, Vinson & Elkins Sean Becker, Partner, Vinson & Elkins

Employee HSAs, HRAs and FSAs: Issues for Benefits Counsel
Navigating the Compliance Requirements Regarding Account Administration, Funding, and Bene...
January 31, 2013 CLE CLE On-Demand, Download

This CLE webinar will review the legal considerations and key distinctions between different types of employee medical expense management accounts for benefits counsel advising companies in selecting the best account options for their business. Read More

Speakers:  Christine L. Keller, Principal, Groom Law Group Elizabeth Kappenman, Senior Counsel, Wells Fargo & Company Richard Stover, Principal and Consulting Actuary, Buck Consultants

Executive Compensation: Employment Offers and Agreements
Structuring Key Provisions for Nonqualified Deferred Compensation, Employee Release Condit...
November 7, 2012 CLE, CPE CLE On-Demand, Download

This teleconference will provide counsel with best practices for drafting and reviewing executive compensation agreements that comply with IRC Section 409A nonqualified deferred compensation provisions and impending employee release condition requirements. The panel will also review golden parachute... Read More

Speakers:  J. Mark Poerio, Partner, Paul Hastings William B. Duff, Partner, Schiff Hardin Damian A. Myers, Paul Hastings

DOL Retirement Plan Fee and Expense Disclosures: Tackling Complex 408(b)(2) Questions
Looking at What Worked and What Needs Improvement in the First Round of 408(b)(2) Disclosu...
September 12, 2012 CLE CLE On-Demand, Download

This CLE webinar will identify the recurring questions that have arisen for benefits counsel encounter when obtaining service provider disclosure requirements under Rule 408(b)(2), as well as the best means for fiduciaries to effectively use that information when outlining plan costs to participants... Read More

Speakers:  Sarah E. Downie, Partner, Orrick Herrington & Sutcliffe Jeffrey Lieberman, Partner, Clifford Chance Adrienne A. Scerbak, Of Counsel, Winston & Strawn

ERISA Disclosure Litigation and Equitable Remedies: One Year After Cigna Corp. v. Amara
Assessing Latest Developments on Enforcement of Plan Descriptions, Burdens of Proof, and E...
August 15, 2012 CLE CLE On-Demand, Download

This CLE webinar will provide benefits counsel with a review of judicial developments since Cigna Corp. v. Amara. The panel will address the impact and practical ramifications of the Amara decision on disclosure claims and the availability of equitable remedies under ERISA. Read More

Speakers:  Amanda A. Sonneborn, Partner, Seyfarth Shaw Ian H. Morrison, Partner, Seyfarth Shaw Patrick C. DiCarlo, Partner, Alston & Bird Noah G. Lipschultz, Shareholder, Littler Mendelson

ERISA Stock Drop Suit Defense Tactics
Navigating Unsettled Court Treatment of the Moench Presumption, 404(c) Safe Harbor Defense...
August 2, 2012 CLE CLE On-Demand, Download

This CLE webinar examine the current state of ERISA plan stock drop litigation, including courts' various approaches to the Moench presumption of prudence, the 404(c) safe harbor defense, and judicial reactions to plaintiff efforts to prove loss through comparisons to alternative investments. Read More

Speakers:  Azeez Hayne, Partner, Morgan Lewis & Bockius Russell L. Hirschhorn, Senior Counsel, Proskauer Rose

The Supreme Court Healthcare Decision: Impact on Group Health Plans and Employers
Meeting New Reporting Requirements, Preparing for Pay or Play and Other Key Changes
July 13, 2012 CLE CLE On-Demand, Download

This CLE webinar will examine the impact of the Supreme Court's milestone decision on the healthcare law on employers and group health plans. The panel will offer best practices to ensure systems for meeting reporting requirements are in place and address major administrative issues that remain unre... Read More

Speakers:  Kim Wilcoxon, Partner, Thompson Hine Julia Ann Love, Partner, Thompson Hine

Employee Benefits for Same-Sex and Unmarried Couples: Legal Considerations
Navigating DOMA, ERISA, COBRA, FMLA, Tax Issues and Evolving State Law
May 22, 2012 CLE CLE On-Demand, Download

This CLE webinar will instruct practitioners on the changing and often conflicting state and federal laws affecting same-sex and unmarried couples' benefits. The panel will discuss legal trends and legislation and outline best practices for counseling employers on benefits for same-sex and unmarried... Read More

Speakers:  Joseph S. Adams, Partner, McDermott Will & Emery Brian J. Tiemann, McDermott Will & Emery Todd A. Solomon, Partner, McDermott Will & Emery

DOL Retirement Plan Fee and Expense Disclosure Compliance
Navigating New Rules for Service Providers and Plan Sponsors
March 27, 2012 CLE CLE On-Demand, Download

This CLE webinar will provide benefits counsel with an analysis of the DOL's new fee and expense disclosure regulations for providers and disclosures to plan participants, provide best practices for compliance, and outline the obligations for both plan service providers and sponsors. Read More

Speakers:  Michael B. Richman, Of Counsel, Morgan Lewis & Bockius Daniel R. Kleinman, Partner, Morgan Lewis

Damages and Remedies in ERISA Litigation
Assessing and Calculating Damages Given the Expanded Scope of Equitable and Monetary Relie...
December 15, 2011 CLE CLE On-Demand, Download

This CLE webinar will prepare ERISA and employee benefits attorneys to assess the remedies available and calculation of damages in ERISA litigation. The panel will provide updates on the latest case law and an in-depth discussion of the newly expanded scope of relief available. Read More

Speakers:  Todd D. Wozniak, Partner, Greenberg Traurig Sara Pikofsky, Partner, Jones Day Ronald S. Kravitz, Partner, Liner Grode Stein Yankelevitz Sunshine Regenstreif & Taylor

PBGC Liabilities: Corporate Exposure, Pitfalls and Strategies
Navigating the Complexities of the Early Warning Program, Downsizing Liability, and Distre...
October 27, 2011 CLE CLE On-Demand, Download

This CLE webinar will analyze the legal and practical considerations companies and their advisors need to understand to deal effectively with PBGC in a variety of contexts. Read More

Speakers:  Harold J. Ashner, Partner, Keightley & Ashner Robert A. Miller, Partner, Calfee Halter & Griswold

Defending ERISA Class Actions Amid an Evolving Litigation Landscape
Leveraging Recent Developments and Supreme Court Rulings
September 21, 2011 CLE CLE On-Demand, Download

This CLE webinar will provide class action litigators with a review of the trends and developments in 2010-2011 ERISA class action litigation and the impact of recent Supreme Court rulings on the ERISA landscape. The panel will also outline key litigation strategies for defending ERISA class claims. Read More

Speakers:  Ian H. Morrison, Partner, Seyfarth Shaw Amanda A. Sonneborn, Partner, Seyfarth Shaw Ada W. Dolph, Seyfarth Shaw

Defined Benefit Plan Litigation: Emerging Strategies to Challenge Pension Plan Investments
Avoiding and Defending Breach of Fiduciary Duty Claims for Pension Investment and Other DB...
August 16, 2011 CLE CLE On-Demand, Download

This CLE webinar will analyze novel theories of fiduciary duty and investment management liability in the Weyerhaeuser case, as well as other key developments in defined benefit plan litigation. The panel will offer strategies for defending and minimizing exposure to defined benefit plan litigation. Read More

Speakers:  Myron D. Rumeld, Partner, Proskauer James O. Fleckner, Partner, Goodwin Procter David C. Kaleda, Partner, Alston & Bird

ERISA Fiduciaries Under Attack: Key Litigation and Regulatory Developments
Mitigating Risks of Breach of Fiduciary Duty Claims
June 16, 2011 CLE CLE On-Demand, Download

This CLE webinar will provide attorneys with a review of new and evolving rules governing fiduciary liability, address regulatory and litigation developments that affect ERISA fiduciaries, and outline strategies to improve due diligence and other investment governance for defined contribution and de... Read More

Speakers:  Susan Mangiero, Managing Member, Fiduciary Leadership Andrew L. Oringer, Partner, Ropes & Gray Christine A. Dart, Vice President, Chubb & Son

Collective Investment Trusts in Employee Retirement Plans
Navigating SEC and New DOL Regulations and Mitigating Litigation Risks
May 31, 2011 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA and benefits counsel with an update on current regulatory and marketplace developments in CITs in retirement and other benefit plans. The panel will discuss the impact of recent litigation on collective investment trusts and outline compliance and risk mitigation... Read More

Speakers:  James O. Fleckner, Partner, Goodwin Procter Thomas J. LaFond, Partner, Goodwin Procter Scott A. Webster, Partner, Goodwin Procter

Section 409A Compliance Strategies for Nonqualified Deferred Compensation Plans
Navigating Ongoing Challenges in Plan Compliance and Correction
January 26, 2011 CLE CLE On-Demand, Download

This CLE webinar will provide counsel with best practices for structuring plans and agreements and administering them to minimize the risk of noncompliance. The panel will also address how to make operational and documentation corrections and, in the event of a violation, how to calculate applicable... Read More

Speakers:  Durward James Gehring, Partner, Seyfarth Shaw Edward E. Bintz, Partner, Arnold & Porter Douglas S. Pelley, Counsel, Arnold & Porter

ERISA 401(k) Fee Litigation and New Fee Disclosure Regulations
Strategies for Bringing and Defending Fee Claims and Complying with DOL's Disclosure Requi...
December 9, 2010 CLE CLE On-Demand, Download

This CLE webinar will provide an update on the recent ERISA 401(k) fee and expense litigation focused on defense and plaintiff strategies used in recent trials and appeals. The panel will also analyze the DOL's new fee disclosure regulation and steps that plan providers must take to comply with the... Read More

Speakers:  Brian T. Ortelere, Partner, Morgan Lewis & Bockius Derek W. Loeser, Attorney, Keller Rohrback

ERISA Benefits Litigation Defenses: Exhaustion of Administrative Remedies and Statute of L...
Leveraging Pre-Trial Defenses Amid Divergent Court Standards
September 16, 2010 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to attorneys defending ERISA claims on the exhaustion of administrative remedies defense and crafting plan provisions to preserve the exhaustion defense and limit litigation over outdated claims. Read More

Speakers:  Todd D. Wozniak, Partner, Greenberg Traurig Patrick W. Spangler, Attorney, Vedder Price Patrick C. DiCarlo, Partner, Alston & Bird

ERISA Stock Drop Suits & the 404(c) Safe Harbor Defense
Defending Stock Drop Cases Amid Differing Court Standards
August 18, 2010 CLE CLE On-Demand, Download

This CLE webinar will provide counsel to ERISA plans with a thorough update on case law developments in stock drop litigation. The panel will review the scope of the 404(c) safe harbor defense and offer litigation strategies to defend stock drop suits. Read More

Speakers:  Myron D. Rumeld, Partner, Proskauer Brian T. Ortelere, Partner, Morgan Lewis & Bockius

New ERISA Supreme Court Rulings in Conkright and Hardt
Leveraging Court Guidance on Deferential Review Standards and Attorney Fee Awards
July 28, 2010 CLE CLE On-Demand, Download

This CLE webinar will provide ERISA counsel with an analysis of the Court's rulings in Conkright, which provides additional guidance since Met-Life, and Hardt, which upholds attorney fees to a claimant awarded benefits on remand. The panel will review the impact of these cases on ERISA litigation. Read More

Speakers:  James O. Fleckner, Partner, Goodwin Procter J. Timothy McDonald, Partner, Rogers & Hardin John R. Ates, Partner, Ates Law Firm

Healthcare Reform: Impact for Employers
Navigating the Sweeping Changes for Group Health Plans
June 3, 2010 CLE CLE On-Demand, Download

This CLE webinar will provide counsel to employers and group plans with an overview of the healthcare reform law's mandates. The panel will discuss actions employers and plans must take immediately and those to prepare for in the years ahead. Read More

Speakers:  Amy M. Gordon, Partner, McDermott Will & Emery Keith R. McMurdy, Partner, Fox Rothschild

401(k) Plan Investments Under Heightened Legal and Regulatory Scrutiny
Reducing Litigation and Enforcement Risks for Plan Fiduciaries and Sponsors
May 6, 2010 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to counsel for retirement plans on actions that plan fiduciaries and sponsors can take to minimize fiduciary liabilities. The panel will update participants on recent developments in 401(k) fees litigation and developing trends in ERISA fiduciary litigation. Read More

Speakers:  James O. Fleckner, Partner, Goodwin Procter Alison V. Douglass, Partner, Goodwin Procter Hannah B. Widlus, Partner, Seyfarth Shaw

New Mandates for Group Health Plans: GINA, MHPA, HITECH, MSP Reporting and More
Navigating Plan Compliance Demands and Avoiding Federal Excise Tax
April 14, 2010 CLE, CPE CLE On-Demand, Download

This CLE webinar will update counsel to employers on the confusing and wide-ranging plan amendments required in 2010 for group health and welfare plans under the latest final, interim and outstanding regulations. The panel will outline best practices for complying with new IRS reporting requirement... Read More

Speakers:  Christy A. Tinnes, Principal, Groom Law Group Cheryl Risley Hughes, Of Counsel, Groom Law Group

ERISA Class Action Trends: Trial and Settlement Strategies
Leveraging the New Developments in Stock Drop, Cash Balance Plan, Fiduciary Duty, Plan Adm...
March 17, 2010 CLE CLE On-Demand, Download

This CLE webinar will provide guidance to counsel for plan administrators and fiduciaries to avoid or minimize class action litigation. The panel will examine recent trends in ERISA class actions, analyze key substantive and procedural issues in recent rulings, and suggest trial and settlement tacti... Read More

Speakers:  Ian H. Morrison, Partner, Seyfarth Shaw Neil A. Capobianco, Partner, Seyfarth Shaw Linda J. Haynes, Partner, Seyfarth Shaw

Section 409A Audits on the Rise
Prevailing in an IRS Audit and Navigating the New and Ongoing Challenges in 409A Complianc...
February 11, 2010 CLE, CPE CLE On-Demand, Download

This CLE webinar will discuss the scope of IRS audits and potential liabilities that can arise from IRS information document request (IDR) responses, the most problematic ongoing 409A compliance issues, and best practices for employers and their counsel to prepare for and respond to an IRS audit. Read More

Speakers:  Steven Friedman, Partner, Littler Mendelson Michael S. Melbinger, Partner, Winston & Strawn Gail W. Stewart, Partner, Baker Botts

Retiree Health Benefit Plans: Modifying and Terminating Legacy Benefits
Evaluating the Alternatives to Contain Costs and Minimize Litigation
January 12, 2010 CLE CLE On-Demand, Download

This CLE webinar will discuss legal standards that apply to modifying and terminating retiree health benefits and the VEBA alternative to funding retiree medical obligations. The panel will also review the Unisys decision, trends in litigation, and best practices to reserve rights to modify or termi... Read More

Speakers:  James P. McElligott, Partner, McGuireWoods Stanley Baum, Partner, Fellheimer & Eichen

ERISA Fiduciary Liability Insurance: Limiting Exposure for Breach of Duty Claims
Negotiating the Policy, Overcoming Coverage Challenges, and Responding to Enforcement and...
December 22, 2009 CLE CLE On-Demand, Download

This CLE seminar will explain the key provisions in an ERISA fiduciary liability insurance policy, best practices for negotiating the policy, and strategies for dealing with an insurer when a claim arises, enforcement action is taken, or litigation ensues. Read More

Speakers:  Jonathan Evan Goldberg, Partner, Seyfarth Shaw Lawrence Fine, Senior Vice President, Chief Technical Officer of Financial Lines Claims, Chartis Christine A. Dart, Vice President, Chubb & Son Howard Pianko, Partner, Seyfarth Shaw

ERISA Benefits Claims After MetLife v. Glenn
Evaluating Potential Structural Conflicts of Interest and Minimizing Their Impact on Litig...
December 3, 2009 CLE CLE On-Demand, Download

This CLE seminar will discuss individual benefits claims litigation post- Glenn, the legal issues regarding structural conflicts, the scope of discovery into the underlying conflict, and provide best practices for counsel to employers and insurers to minimize the impact of conflicts on the litigatio... Read More

Speakers:  Daly D. E. Temchine, Member, Epstein Becker Green J. Timothy McDonald, Partner, Rogers & Hardin Richard N. Bien, Partner, Lathrop & Gage

ERISA Preemption Litigation
Preserving the Defense and Crafting Benefit Plans to Minimize State Lawsuits
October 20, 2009 CLE CLE On-Demand, Download

This seminar will analyze recent legal developments and trends in ERISA preemption litigation and strategies for defending ERISA preemption cases. The panel will also outline best practices for crafting ERISA covered benefit plans to preserve preemption and minimize state lawsuits. Read More

Speakers:  Michael G. Monnolly, Partner, Alston & Bird Todd D. Wozniak, Partner, Greenberg Traurig James P. McElligott, Partner, McGuireWoods

Final 403(b) Regulations: Countdown to 12/31/09 Compliance
Preparing Retirement Plan Sponsors for New Testing, Documentation and Audit Requirements
September 23, 2009 CLE CLE On-Demand, Download

This seminar will review the key requirements of the final 403(b) regulations, the impact of the new DOL transition relief on upcoming documentation and audit requirements, and steps plan sponsors must take to ensure compliance with 403(b). Read More

Speakers:  Jonathan J. Boyles, Partner, McDermott Will & Emery Louis F. Librandi, Principal, Employee Benefit Services Group, O'Connor Davies Munns & Dobbins Philip J. Castrogiovanni, Partner, McDermott Will & Emery

401(k) Fiduciary Practices Under Attack
ERISA Litigation Trends and Effective Defense Strategies
July 28, 2009 CLE

This seminar will examine current litigation trends arising from 401(k) plan management, review the effectiveness of the 404(c) safe harbor and other defenses to defeat claims, and outline best practices for fiduciaries to avoid and reduce ERISA litigation. Read More

Reductions in Force: Strategies to Minimize Liability in Layoffs
Avoiding Inadvertent ERISA, Tax, and Labor and Employment Law Violations
June 30, 2009 CLE CLE On-Demand, Download

This seminar will discuss the legal risks in employee benefits that must be analyzed prior to implementing a Reduction in Force (RIF). The panel will outline best practices for implementing layoffs to avoid penalties and litigation over benefits issues. Read More

Speakers:  James P. McElligott, Partner, McGuireWoods Steven J. Friedman, Shareholder, Littler Mendelson Randall C. McGeorge, Counsel, White & Case

Mental Illness Discrimination Claims After the New ADA Amendments
Strategies for Avoiding and Defending Americans With Disabilities Act Claims
June 10, 2009 CLE CLE On-Demand, Download

This seminar will outline an employer's legal obligations when an employee requests an accommodation due to a mental disorder and offer strategies to defend against mental illness discrimination claims. Read More

Speakers:  Carol R. Miaskoff, Assistant Legal Counsel, Coordination, Equal Employment Opportunity Commission Stephen P. Sonnenberg, Partner, Paul Hastings Jonathan R. Mook, Partner, Dimuro Ginsberg

Complying with the New 409A Regulations
Navigating the Complexities of Deferred Compensation
June 2, 2009 CLE CLE On-Demand, Download

This seminar will explain the key requirements of 409A for nonqualified deferred compensation plans and discuss steps companies and their counsel should take in designing, modifying and administering the plans to ensure compliance. Read More

Speakers:  Michael T. Frank, Partner, Morrison & Foerster Steven J. Friedman, Shareholder, Littler Mendelson Carolyn E. Smith, Counsel, Alston & Bird

New COBRA Mandates for Employers
Complying With the Continuation Coverage Provisions of the Economic Stimulus Plan
April 22, 2009 CLE CLE On-Demand, Download

This seminar will examine the new COBRA provisions in the American Recovery and Reinvestment Act of 2009 and recommend steps employers should take immediately to ensure compliance with the new requirements. Read More

Speakers:  Paul M. Hamburger, Partner, McDermott Will & Emery Stacy H. Barrow, Counsel, K&L Gates Keith R. McMurdy, Partner, Fox Rothschild

DOL’s New ERISA Fee Disclosure Initiatives for 401(k) Plans
Compliance Strategies for Plan Fiduciaries and Service Providers
January 13, 2009 CLE CLE On-Demand, Download

This seminar will review the new and anticipated DOL ERISA Fee Disclosure requirements for employee benefit plans and steps plan fiduciaries and service providers should take immediately to ensure compliance with the new transparency initiatives. Read More

Speakers:  Lynda T. Galligan, Partner, Goodwin Procter Eric R. Keller, Partner, Paul Hastings Janofsky & Walker John A. Reade, Jr., Partner, Duane Morris

409A Mandates for Employee Severance Agreements
Unraveling the New Legal Complexities, Avoiding Severe Tax Penalties
October 22, 2008 CLE CLE On-Demand, Download

Read More

Speakers:  Steven J. Friedman, Shareholder, Littler Mendelson Annita M. Riddick, Senior Counsel, Energy Future Holdings Joseph Cartafalsa, Partner, Putney Twombly Hall & Hirson

Collective Trusts in Retirement Plans Under Increased ERISA Scrutiny
Compliance Strategies for Establishing Collective Trusts
June 5, 2008 CLE CLE On-Demand, Download

Read More

Speakers:  Thomas J. LaFond, Partner, Goodwin Procter James O. Fleckner, Partner, Goodwin Procter Linda K. Shore, Counsel, Mayer Brown

Performance-Based Compensation After IRS Reversal on Early Termination
Legal Strategies to Preserve Tax Benefits Under IRC Section 162(m)
April 9, 2008 CLE

Read More

Speakers:  Joseph S. Adams, Partner, McDermott Will & Emery Randy L. Gegelman, Partner, Faegre & Benson Matthew E. Johnson, Partner, Sidley Austin

401(k) Individual Suits After LaRue v. DeWolff
Minimizing Exposure and Defending Claims Over 401 (k) Fund Management
April 2, 2008 CLE

Read More

Speakers:  Thomas Gies, Partner, Crowell & Moring Robert P. Davis, Partner, Mayer Brown Karen L. Handorf, Of Counsel, Cohen Milstein Hausfeld & Toll

Legal Risks of ESOPs
Strategies to Avoid ERISA Violations and Liability
November 1, 2007 CLE

Read More

Speakers:  Craig C. Martin, Partner, Jenner & Block Randall C. McGeorge, Counsel, White & Case Gregory K. Brown, Partner, Katten Muchin Rosenman