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New IRS Correction Rules for Retirement Plans: Plan Administration, Remediation of Noncomp...
IRS Self-Correction Program, IRS and DOL Areas of Focus, Excessive Payments, Delinquent 40...
October 13, 2021 CLE Live Webinar

This CLE course will provide employee benefits counsel, plan sponsors, and administrators guidance on identifying critical retirement plan issues and correction methods. The panel will discuss new IRS self-correction rules and procedures and the primary focus areas of IRS and DOL examinations and au... Read More

Employee Benefits and Executive Compensation Reps, Warranties, and Indemnification Clauses...
Key Considerations: SECURE Act, CARES Act, Impact of the Pandemic on Benefits and Compensa...
November 3, 2021 CLE Live Webinar

This CLE course will highlight legal 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 p... Read More

DOL Investigations of Employee Benefit Plans: Responding to Enforcement Actions, Audits, a...
November 10, 2021 CLE Live Webinar

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

Terminating 403(b) Plans: IRS Rules, Fiduciary Liability, Distribution of Assets, Required...
June 23, 2021 CLE CLE On-Demand, Download

This CLE course will guide ERISA counsel and fiduciaries on the complex rules and pitfalls to avoid terminating a 403(b) plan. The panel will discuss ERISA rules and requirements for plan terminations, recent IRS Revenue Ruling 2020-23 and Notice 2020-80, distributions upon termination, annuity and... Read More

Managing Missing Plan Participants: Avoiding the Pitfalls of RMDs for 401(k), 403(b), and...
Tax Penalties, Maintaining Qualified Status, Addressing ERISA Fiduciary Issues, Formulatin...
October 7, 2020 CLE CLE On-Demand, Download

This CLE course will guide ERISA counsel and employee benefits advisers on leveraging the provisions on required minimum distributions (RMDs) to missing participants of 401(k), 403(b), and other qualified plans. The panel will outline the RMD rules for qualified plans, discuss how to avoid the excis... Read More

New DOL and IRS Regulations for Employee Benefits Plans, Participants, and Beneficiaries
Notices, Distributions, Loans, HIPAA, New Model COBRA Forms, Fiduciary Compliance Guidance
July 29, 2020 CLE CLE On-Demand, Download

This CLE course will provide employee benefits counsel an in-depth analysis of new DOL and IRS regulations for employee benefits plans impacting plan sponsors and administrators, participants, and beneficiaries. The panel will discuss recently issued DOL and IRS relief for retirement, health and wel... Read More

ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims
Evaluating Fiduciary Risks and Avoiding Claims of Breaches by Investment Committee Members
June 10, 2020 CLE CLE On-Demand, Download

This CLE course 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 c... Read More

SECURE Act and Retirement Plan Administration: ERISA Compliance Issues for Plan Sponsors a...
Expansion of Part-Time Employee Eligibility, Changes for 401(k) Safe Harbor Plans, Lifetim...
March 25, 2020 CLE CLE On-Demand, Download

This CLE course will guide ERISA counsel, plan sponsors, and employers on the impact of the SECURE Act on retirement plans (including 401(k), 403(b), and defined benefit pension plans) and critical challenges for ERISA compliance. The panel will discuss key provisions of the SECURE Act and key plan... Read More

Retirement Plan Audits: Recognizing Plan Errors, Remedying Noncompliance, New IRS and DOL...
Effective Procedures and Corrective Actions for 401(k), 403(b), and Other Retirement Plans
October 1, 2019 CLE CLE On-Demand, Download

This CLE course will guide ERISA counsel and plan sponsors on potential audit risks relating to their 401(k) and other retirement plans, as well as methods on how to bring these plans into compliance. The panel will discuss recent IRS and DOL audit initiatives, recognizing plan document defects, ide... Read More

403(b) and 457(b) Plan Compliance Challenges: Avoiding Pitfalls in Plan Design and Adminis...
Universal Availability Rule, Excess Contributions, Hardship Distributions, Plan Amendments...
August 27, 2019 CLE CLE On-Demand, Download

This CLE course will guide employee benefits counsel on key compliance challenges in the design and administration of 403(b) and 457(b) plans and methods to overcome them. The panel will discuss complex rules and pitfalls to avoid in plan design, key administrative challenges, the universal availabi... Read More

Benefits and Compensation Pitfalls for Closely Held Businesses: Health Insurance, 401(k) P...
Identifying and Overcoming Compliance and Administrative Issues
January 22, 2019 CLE CLE On-Demand, Download

This CLE course will guide benefits counsel, advisers, and plan administrators on methods to avoid benefits and compensation pitfalls for closely held businesses. The panel will discuss the compliance and administrative challenges in offering and providing health insurance, 401(k) plans, fringe bene... Read More

ERISA Reporting and Disclosure: Statutory Exclusions and Exemptions
Penalties for Noncompliance and How to Avoid Them; Management Tools for Benefits Counsel a...
August 14, 2018 CLE CLE On-Demand, Download

This CLE course will provide counsel and compliance professionals guidance on the reporting and disclosure requirements of employee benefit plans under ERISA. The panel will examine the rules that require reporting financial and other plan information to various agencies, statutory exclusions and ex... Read More

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 course 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 c... Read More

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 course 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 health... Read More

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

This CLE course 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 a... Read More

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 course 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 co... Read More

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 course 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