This CLE course will provide ERISA counsel with a review of controlled group and successor liability theories by which an entity can be held jointly and severally liable for unpaid or underfunded pension liabilities of another entity. Read More

This CLE course will provide a thorough and practical guide for employers, investors, employee benefits counsel and plan personnel seeking to understand withdrawal liability in general as well as the anticipated impact of the PBGC''s final interim rule on contributing employers that participate in f... Read More

This CLE course will provide ERISA counsel and advisers guidance on the compliance challenges of the DOL fiduciary rule. The panel will discuss recent final DOL guidance for investment advice, issues stemming from IRAs and rollovers, exemptions, conflicts of interest, and more. The panel will also p... Read More

This CLE course will provide ERISA counsel with the tools necessary to guide fiduciary clients in connection with the review and negotiation of revenue sharing arrangements. Our experienced panel will address issues surrounding the utilization of excess payments, contract negotiation, credit allocat... Read More

This CLE course will prepare in-house counsel and ERISA plan fiduciaries to conduct requests for proposals (RFPs) for retirement plan service providers. The panel will discuss when and how often plan fiduciaries should undertake an RFP process, outline the elements that make up a comprehensive and e... Read More

This CLE course will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group liability and successor employer rules under ERISA, the IRC, and the case law, as well as methods to limit claims and reduce the risk of buyer liabili... Read More

This CLE course will guide employee benefits counsel and fiduciaries on the implications of the recent final DOL rule for the exercise of shareholder rights for benefit plans. The panel will discuss key provisions of the rule and potential implications to fiduciaries, ERISA plans and other stakehold... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on structuring pooled employer plans (PEPs) and recent Department of Labor (DOL) final regulations for registration and other rules for PEPs. The panel will discuss key provisions in the final regulations and thei... Read More

This CLE course will provide guidance to ERISA counsel on the recently issued DOL Information Letter and final regulations for private equity investments in defined contribution plans. Read More

This CLE course will guide employee benefits attorneys on structuring student loan repayment benefit programs. The panel will discuss recent legislation, IRS guidance, applicable rules, and important design considerations for employers, including the challenges in offering a student loan repayment p... Read More

This CLE course will guide ERISA counsel and advisers on critical challenges and ramifications of the applicable rules for fiduciaries and new revisions from the Department of Labor (DOL). The panel will discuss new standards, essential steps for counsel and advisers, significant responsibilities fa... Read More

This CLE course will provide ERISA counsel and advisers an in-depth analysis of the use of actuarial assumptions in defined benefit plans. The panel will discuss the current litigation landscape and developments in the cases that challenge plan actuarial equivalence factors. The panel will also revi... Read More

This CLE course will prepare counsel representing private equity funds and private equity professionals to meet the challenges under ERISA that apply to fund managers who are responsible for investing the assets of a fund that holds ERISA plan assets. The program will cover the impact on private equ... Read More

This CLE course will provide employee benefits counsel with an in-depth analysis of the nuances and potential compliance traps with respect to the CARES Act retirement plan distribution and loan provisions. The panel will discuss recent IRS guidance regarding coronavirus-related distributions and lo... Read More

This CLE course will provide guidance to ERISA counsel on the key provisions of the new Department of Labor (DOL) rules regarding electronic disclosures for ERISA-covered retirement plans. The panel will discuss the new alternative safe harbor, notice requirements, website standards, and key next st... Read More

This CLE course will guide employee benefits counsel on potential pension withdrawal and shutdown liability issues and other legal implications of furloughs and layoffs. Read More

This CLE course will provide employee benefits counsel, sponsors, and administrators an in-depth analysis of the impact of the Coronavirus Aid, Relief, and Economic Security (CARES) Act on employee benefit plans. The panel will discuss critical provisions of the CARES Act for plan sponsors and admin... Read More

This CLE course will explain best practices for selecting a 3(38)-investment manager and outline key steps in structuring and documenting the investment manager relationship. Our panel will review how best to negotiate and draft investment management agreements (IMAs) and what terms to look for when... Read More

This CLE course 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 discuss the recent court ruling in Sun Capital, tips for handling withdrawal liabi... Read More

This CLE course will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group liability and successor employer rules under ERISA, the Internal Revenue Code (IRC), and the case law, as well as methods to limit claims and reduce t... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators a detailed analysis of the new IRS final regulations for hardship distributions for 401(k) and 403(b) plans. The panel will discuss key provisions of the final rules, necessary amendments for retirement plan documents, adm... Read More

This CLE course will guide ERISA counsel, plan sponsors, and administrators upon discovering unauthorized workers in retirement plans. The panel will discuss ERISA and DOL guidance, factors to consider under the Internal Revenue Code, tax reporting and withholding issues for U.S. and non-U.S. person... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on the Department of Labor's recent final regulations on multiple employer plans (MEPs). The panel will discuss key provisions in the final regulations and their impact on small and mid-size employers; factors in... Read More

This CLE course will provide guidance to ERISA counsel on the compliance challenges of safe harbor 401(k) plans. The panel will discuss key regulatory issues, compliance testing, notice requirements, effective safe harbor contribution provisions, and key planning methods to avoid compliance traps fo... Read More

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

This CLE course will provide ERISA counsel and advisers guidance on the new IRS procedures for correcting benefit plan mistakes and errors for plan sponsors and administrators. The panel will discuss the recent changes to the IRS Employment Plans Compliance Resolution System (EPCRS), available optio... Read More

This CLE course will provide ERISA and asset management counsel with a review of due diligence practices for fund managers, trustees and plan administrators. The panel will offer best practices to mitigate regulatory scrutiny and lawsuits by plan participants. Read More

This CLE course will provide ERISA counsel and plan administrators guidance on the legal risks of cross-plan offsetting. The panel will discuss recent court decisions, fiduciary obligations of plan sponsors, oversight of third-party administrators (TPAs) engaging in cross-plan offsetting, limiting l... Read More

This CLE will guide benefits counsel on issues associated with the spousal rights of benefits under ERISA. The panel will address the necessary procedures and challenges in securing qualified domestic relations orders (QDROs), qualified medical child support orders (QMSCOs) and other spousal rights,... Read More

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

This CLE course will provide ERISA counsel and plan sponsors guidance on advanced structuring techniques for ESOP transactions. The panel will discuss options for counsel and plan sponsors pursuing ESOP transactions to address complex legal obstacles, the use of warrants and clawbacks, financing alt... Read More

This CLE course will guide ERISA counsel and plan sponsors on regulations governing 401(k) plan loans and defaults. The panel will discuss the challenges and issues faced by plan sponsors regarding plan loans under ERISA, implications of tax reform on plan loan offset amounts, techniques for handlin... Read More

This CLE course will guide ERISA attorneys and general counsel on issues regarding compliance and 401(k) investment managers, including appointment and monitoring by plan sponsors. Our experienced panel will provide an overview of critical aspects of regulations under ERISA and provide insight into... Read More

This CLE course 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

This CLE course 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 provisi... Read More

This CLE course 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 Gr... Read More

This CLE course 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 minimizi... Read More

This CLE course 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 pla... Read More

This CLE course 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 pl... Read More

This CLE course 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 inte... Read More

This CLE course 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

This CLE course 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 increas... Read More

This CLE course 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 benefi... Read More

This CLE course 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

This CLE course 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 fiduciary... Read More

This CLE course 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 c... Read More

This CLE course 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 pre... Read More

This CLE course 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, d... Read More

This CLE course 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

This CLE course 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

This CLE course 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 qualificatio... Read More

This CLE course 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 mor... Read More

This CLE course 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 entai... Read More

This CLE course 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 pl... Read More

This CLE course 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 provide... Read More

This CLE course 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 benefit... Read More

This CLE course 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