ERISA Basics National Institute Spring 2020 6-Part On-Demand CLE

The focus of this program is on comprehensive ERISA topics including:

ERISA Basics Concepts – Statutory Overview
June 15, 1:00-2:20pm Eastern
Delve into the details of ERISA, exploring and explaining its many provisions and obligations.

Fiduciary Standards
June 15, 3:00-5:05pm Eastern
This session will cover one of the most intricate and important relationships in ERISA’s statutory scheme -- the fiduciary duty to plan participants -- and explain the duties required of ERISA fiduciaries.

Minimum Standards for Tax-Qualified Retirement Plans
June 16, 1:00-2:35pm Eastern
Panelists will explain the intricate details of keeping retirement plans compliant with ERISA and the related provisions of the Internal Revenue Code.

Benefit Claims: Administrative Procedures & Litigation Overview
June 16, 3:00-5:05pm Eastern
The panel will examine the requirements for exhaustion of administrative remedies under the Department of Labor Regulations issued under Section 503 of ERISA, including critical timing, content, and strategy; the panel will also present on up-to-date topics that are frequently litigated in ERISA benefit claims, including on discovery, the standard of review, and bases for motions to dismiss and motions for attorneys’ fees.

Remedies
June 17, 1:00-2:35pm Eastern
The panel will examine one of the topics frequently opined upon by the United States Supreme Court – the types of remedies available under ERISA.

ERISA Ethical Issues and Concerns
June 17, 3:00-4:35pm Eastern
The panel will examine the unique ethics concerns of ERISA practitioners, including the fiduciary exception to the attorney-client privilege and work product doctrines.

Program Co-Chairs:

• Cassie Springer Ayeni, Springer Ayeni, APLC, Oakland, CA
• Benjamin Eisner, Spear Wilderman, PC, Philadelphia, PA
• Aliya Robinson, ERIC, Washington, DC
• Joanne Roskey, Government Attorney, Washington, DC