May

    Jun

    ERISA Fiduciary Institute 2020: 6-Part Webinar Series

    1 PM EDT

    This series will present the latest developments in ERISA fiduciary prudence, including good governance and plan operational practices in the face of current challenges from private litigators, evolving governmental oversight, and a constantly changing real-world landscape. Hear from leading ERISA attorneys, in-house counsel, and investment professionals. The series also will feature senior DOL officials addressing the agency's response to the COVID-19 crisis from the regulatory, enforcement, and litigation perspectives.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    7.40 total credit hours including

    • Ethics/Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.40 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Available for credit

      6.40 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/03/2022

    • General

      Status:

      Available for credit

      6.50 credit hours

      Available until:

      06/03/2022

    7.25 total credit hours including

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2021

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2021

    7.40 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      6.40 credit hours

      Available until:

      06/03/2023

    • Professional Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • General

      Status:

      Approved

      6.50 credit hours

      Available until:

      06/03/2023

    • Legal Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    8.80 total credit hours including

    • General

      Status:

      Applied for

      7.50 credit hours

      Available until:

      12/30/2022

    • Ethics

      Status:

      Applied for

      1.30 credit hours

      Available until:

      12/30/2022

    7.25 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Available for credit

      6.25 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2022

    • Enhanced Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2022

    7.40 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Self apply

      6.40 credit hours

      Available until:

      06/03/2023

    8.50 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/03/2021

    • General

      Status:

      Applied for

      7.50 credit hours

      Available until:

      12/03/2021

    7.40 total credit hours including

    • General

      Status:

      Applied for

      6.40 credit hours

      Available until:

      06/03/2023

    • Ethics and Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2023

    7.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Applied for

      6.00 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2022

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2022

    7.25 total credit hours including

    • Legal Ethics/Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2025

    • General

      Status:

      Applied for

      6.25 credit hours

      Available until:

      06/03/2025

    7.25 total credit hours including

    • Professional Responsibility

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2022

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2022

    7.50 total credit hours including

    • Ethics

      Status:

      Approved

      1.10 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.40 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • General

      Status:

      Applied for

      6.25 credit hours

      Available until:

      06/03/2021

    • Legal Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2021

    8.50 total credit hours including

    • General

      Status:

      Applied for

      7.50 credit hours

      Available until:

      06/03/2022

    • Ethics and Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2022

    7.25 total credit hours including

    • General

      Status:

      Applied for

      6.25 credit hours

      Available until:

      06/03/2023

    • Ethics, Professional Responsibility and Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2023

    7.49 total credit hours including

    • General

      Status:

      Applied for

      6.41 credit hours

      Available until:

      06/03/2023

    • Ethics

      Status:

      Applied for

      1.08 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • General

      Status:

      Approved

      6.50 credit hours

      Available until:

      06/03/2022

    • Ethics/Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2022

    7.40 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Self apply

      6.40 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Self apply

      6.40 credit hours

      Available until:

      06/03/2023

    9.00 total credit hours including

    • General

      Status:

      Self apply

      7.70 credit hours

      Available until:

      06/03/2023

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.30 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2022

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2022

    7.50 total credit hours including

    • General

      Status:

      Approved

      6.40 credit hours

      Available until:

      06/03/2023

    • Ethics or Professional Responsibility

      Status:

      Approved

      1.10 credit hours

      Available until:

      06/03/2023

    9.00 total credit hours including

    • General

      Status:

      Approved

      7.70 credit hours

      Available until:

      06/03/2023

    • Ethics

      Status:

      Approved

      1.30 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • General

      Status:

      Applied for

      6.25 credit hours

      Available until:

      06/03/2023

    • Ethics and Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • General

      Status:

      Applied for

      6.50 credit hours

      Available until:

      06/03/2022

    • Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2022

    7.50 total credit hours including

    • General

      Status:

      Approved

      6.50 credit hours

      Available until:

      06/03/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • General

      Status:

      Available for credit

      6.40 credit hours

      Available until:

      06/03/2023

    • Ethics/Professionalism

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/03/2023

    9.00 total credit hours including

    • Ethics and Professionalism

      Status:

      Reciprocity

      1.30 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Reciprocity

      7.70 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • General

      Status:

      Applied for

      6.40 credit hours

      Available until:

      06/03/2025

    • Ethics/Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2025

    8.50 total credit hours including

    • Areas of Professional Practice

      Status:

      Approved

      7.50 credit hours

      Available until:

      06/03/2023

    • Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • General

      Status:

      Approved

      6.40 credit hours

      Available until:

      06/03/2023

    • Ethics/Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • Attorney Professional Conduct

      Status:

      Approved

      1.00 credit hours

      Available until:

      12/31/2020

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      12/31/2020

    9.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      7.50 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • Professionalism (General)

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/03/2023

    • Substantive

      Status:

      Available for credit

      6.40 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • Ethics or Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Applied for

      6.50 credit hours

      Available until:

      06/03/2023

    7.00 total credit hours including

    • General

      Status:

      Approved

      6.00 credit hours

      Available until:

      06/03/2022

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2022

    7.25 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2022

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2022

    7.50 total credit hours including

    • General

      Status:

      Available for credit

      6.40 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/03/2023

    8.50 total credit hours including

    • General

      Status:

      Applied for

      7.50 credit hours

      Available until:

      06/03/2023

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.40 credit hours

      Available until:

      06/03/2023

    7.40 total credit hours including

    • General

      Status:

      Self apply

      6.40 credit hours

      Available until:

      06/03/2023

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/03/2023

    7.49 total credit hours including

    • Ethics/Professionalism

      Status:

      Approved

      1.08 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.41 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • Legal Ethics/Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2022

    • General

      Status:

      Applied for

      6.50 credit hours

      Available until:

      06/03/2022

    7.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.00 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • General

      Status:

      Approved

      6.50 credit hours

      Available until:

      06/03/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    7.25 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2023

    • General

      Status:

      Approved

      6.25 credit hours

      Available until:

      06/03/2023

    7.50 total credit hours including

    • Legal Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      10/30/2020

    • General

      Status:

      Approved

      6.50 credit hours

      Available until:

      10/30/2020

    7.50 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/03/2025

    • Law & Legal Procedure

      Status:

      Applied for

      6.50 credit hours

      Available until:

      06/03/2025

    9.00 total credit hours including

    • General

      Status:

      Approved

      7.70 credit hours

      Available until:

      06/03/2023

    • Ethics

      Status:

      Approved

      1.30 credit hours

      Available until:

      06/03/2023

    8.50 total credit hours including

    • General

      Status:

      Approved

      7.50 credit hours

      Available until:

      06/03/2021

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/03/2021

    7.50 total credit hours including

    • General

      Status:

      Self apply

      6.50 credit hours

      Available until:

      06/03/2023

    • Ethics

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/03/2023

    $645
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    $600
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    $545
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    Part 1: Introduction To Fiduciary Governance
    May 22, 2020 | 1:00 PM - 2:05 PM ET

    This session will set the table for the future discussions with an exploration of the role of good governance practices in assuring a committee or other ultimate fiduciary can meet the challenges of fiduciary litigation. Part 1 will focus on fiduciary duty basic principles. Part 2 will focus on the good governance process as a framework for a broad-based procedural prudence defense, including a review of specific good governance practices.

    Speakers:

    • Joni Andrioff, RSM US LLP, Washington, DC
    • Peter M. Kelly, Retired Deputy General Counsel & Chief Employee Benefits Counsel of Blue Cross and Blue Shield Association, Chicago, IL

    Part 2: Benefit Claims
    May 22, 2020 | 2:20 PM - 3:25 PM ET

    ERISA requires and prescribes extensive procedures for the internal processing of claims and appeals. The session will review the ERISA benefits claim and appeal process and explore recent case law and regulatory developments that demand more rigorous adherence to fiduciary’s “full and fair review“ obligations.

    Moderator:

    • Peter M. Kelly, Retired Deputy General Counsel & Chief Employee Benefits Counsel of Blue Cross and Blue Shield Association, Chicago, IL

    Speakers:

    • Susan E. Rees, The Wagner Law Group, Washington, DC
    • Martina Sherman, DeBofsky Sherman Casciari Reynolds PC, Chicago, IL

    Part 3: Update On DOL Enforcement Activity
    May 22, 2020 | 3:40 PM - 4:45 PM ET

    This panel will focus on how the COVID-19 crisis has shaped DOL audits and enforcement policy. The experienced panel will discuss DOL views, issues for plan sponsors and fiduciaries, and strategies from a litigation prospective. The panel will also address other, more general, aspects of DOL enforcement.

    Moderator:

    • Robert W. Rachal, Jackson Lewis PC, New Orleans, LA

    Speakers:

    • Tammy D. McCutchen, Littler Mendelson PC, Washington, DC
    • James A. Paretti, Littler Mendelson PC, Washington, DC
    • Erin M. Sweeney, Miller & Chevalier Chartered, Washington, DC
    • Part 4: 401(k) Plan Fiduciary, Service Provider And Investment Issues
      May 29, 2020 | 1:00 PM - 2:35 PM ET

      This program will review fiduciary issues associated with vendor service agreements, negotiation issues and vendor selection. For example, many investment advisors are limiting the circumstances in which they serve as a fiduciary, where employers fail to use the lowest cost share class available and continue to use any revenue sharing. Fiduciary issues in monitoring and evaluating Target Date Funds will be addressed due to their importance as the Qualified Default Investment Alternative (“QDIA”) in most 401(k) Plans, including Target Date Fund litigation.

      Moderator:

      • Frank Palmieri, Palmieri & Eisenberg, Princeton, NJ

      Speakers:

      • Matthew J. Eickman, Qualified Plan Advisors, Omaha, NE
      • Jason P. Lacey, Foulston Siefkin LLP, Wichita, KS
      • Marie Swartzwelder, The Newport Group, Fort Myers, FL
      • Allison Wielobob, American Retirement Association, Arlington, VA

      Part 5: ERISA Litigation Update
      June 4, 2020 | 1:00 PM - 2:35 PM ET

      This panel will discuss recent developments and trends in ERISA litigation, including emerging theories regarding investments and fees in defined contribution plans, and calculation of benefits in defined benefit plans. The panel will also address recent decisions by the Supreme Court, and cases still pending. They will also cover risk mitigation strategies and best practices to avoid litigation and minimize exposure. Join us for a lively discussion with experienced professionals from the plaintiffs', defendants' and in-house perspectives.

      Moderator:

      • Emily S. Costin, Alton & Bird, Washington, DC

      Speakers:

      • Mark G. Boyko, Bailey & Glasser LLP, Clayton, MO
      • Sara R. Pikofsky, Steptoe & Johnson LLP, Washington, DC
      • Wendy K. Von Wald, Travelers Insurance Company, Denver, CO

      Part 6: Ethical Considerations For Employee Benefit Plan Lawyers
      June 4, 2020 | 2:50 PM - 3:55 PM ET

      Employee benefit plan lawyers face many complex ethical challenges when advising employers and plan sponsors. Using interactive scenarios, this program will explore various ethical issues that may be encountered by employee benefit plan lawyers, including identification of the client, establishing the scope of representation, conflicts of interest, and protection of confidential information. The panel will discuss the principles and effects of legal ethics and pertinent sections of the Model Rules of Professional Conduct that may apply to these situations, including Rules 1.1 (competence), 1.2 (scope of representation), 1.4 (communication), 1.6 (confidentiality), 1.7 (conflict of interest), and 1.15 (safekeeping of client property).

      Moderator/Speaker:

      • Jason P. Lacey, Foulston Siefkin LLP, Wichita, KS

      Speaker:

      • Erika Stillabower, District of Columbia Bar, Washington, DC

    Event Details

    Format

    Web

    Date

    May 22 - Jun 04, 2020

    2020-05-22T13:00:00-04:00 2020-06-04T15:55:00-04:00 ERISA Fiduciary Institute 2020: 6-Part Webinar Series This series will present the latest developments in ERISA fiduciary prudence, including good governance and plan operational practices in the face of current challenges from private litigators, evolving governmental oversight, and a constantly changing real-world landscape. Hear from leading ERISA attorneys, in-house counsel, and investment professionals. The series also will feature senior DOL officials addressing the agency's response to the COVID-19 crisis from the regulatory, enforcement, and litigation perspectives.

    Sponsors

    Joint Committee On Employee Benefits

    MCLE Information

    This course is expected to qualify for 7.50 CLE credit hours (including 1.00 ethics hours) in 60-minute states, and 9.00 CLE credit hours (including 1.20 ethics hours) in 50-minute states. This transitional program is approved for both newly admitted and experienced attorneys in NY. Attorneys may be eligible to receive CLE credit through reciprocity or attorney self-submission in other states.

    View - MCLE Details

    Scholarships

    A limited number of scholarships to defray tuition expenses are available for this program on case-by-case basis. Qualifying attorneys will receive at least a 50% reduction in the course fee(s). Preference will be given to full-time LL.B. candidates. Scholarship applications must be received in the ABA offices no later than thirty days prior to the program presentation. You will be notified prior to the program if your application is approved. To request an application or receive additional information, contact Karen Case at Karen.Case@americanbar.org or 202.662.8641.

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