Health and Welfare Benefit Plans Virtual 2020 National Institute

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    The 2020 Virtual Health and Welfare Benefit Plans National Institute includes an in-depth focus on employee health and welfare plans.

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    Attend the program to hear from government speakers about recent and upcoming guidance. Find out how companies are responding and what approaches they are taking to comply. In addition to a lively update on regulatory and other developments featuring top speakers from government agencies and the private bar, the program will cover tri-agency commentary on health and welfare updates, hot topics in litigation, cafeteria plans and account-based plans, a wellness update, hot topics in non-account-based plans, and an ethics session.

    Program Co-Chairs:

    Jason P. Lacey, Foulston Siefkin LLP, Wichita, KS
    Linda R. Mendel, Vorys Sater Seymour and Pease LLP, Columbus, Ohio
    Vanessa A. Scott, Eversheds Sutherland (US) LLP, Washington, DC
    Carolyn M. Trenda, McGuireWoods LLP, Chicago, IL

    Day 1 - November 5, 2020

    Tri-Agency Commentary On Health And Welfare Updates | 1:00-2:30 PM ET |
    Sure, you’ve read all the latest Agency guidance, but now’s your chance to hear about it straight from the source. This panel of Agency representatives will discuss the latest guidance for health and welfare plans, including guidance on 213(d) medical expenses, transparency reporting, drug manufacturer copayment assistance, COVID testing, and pandemic-related deadline relief. And we’ll leave some time for questions!

    • Vanessa A. Scott, Program Co-Chair, Eversheds Sutherland (US) LLP (Moderator)

    Ethical Considerations | 2:40-4:10 PM ET |
    Even when the rules don’t change, sometimes other circumstances change in a way that gives us reason to think about the rules in a new or different way. Such is the case in the midst of the COVID-19 pandemic. Our ethical duties remain the same, but just about everything else seems to have been upended. This session will review key ethical considerations for health and welfare benefit plan lawyers in light of the challenges brought about by the pandemic, such as remote work and multijurisdictional practice. This session will also address ethical issues related to fiduciary activities in connection with benefit programs, as well as other recent ethics cases and opinions. Join us for a lively and interactive discussion with illustrations based on real-world scenarios related to ERISA practice.

    • J. Matthew Calloway, Wells Fargo & Company
    • Jason P. Lacey, Foulston Siefkin LLP (Moderator/Speaker)

    Day 2 - November 19, 2020

    Putting Money to Good Use? Cafeteria Plans And Account-Based Plans | 1:00-2:30 PM ET |
    Employers are constantly evaluating different methods for funding employee health and welfare benefits, whether it be employer contributions or employee contributions to a Code Section 125 cafeteria plan. This session will review recent changes and guidance regarding account-based plans such as health, limited purpose and dependent care flexible savings accounts; health savings accounts (HSAs); and, health reimbursement arrangements (HRAs), including ICHRAs and EBHRAs. The panel will also discuss potential pitfalls or “foot faults” in administering these programs within the larger regulatory framework. Lastly, presenters will peer into their crystal balls and offer some thoughts on the evolution of account based-plans and the defined contribution model generally.

    • Rachel Leiser Levy, Groom Law Group, Chartered
    • D. Finn Pressly, Littler Mendelson PC
    • Carolyn M. Trenda, Program Co-Chair, McGuireWoods LLP (Moderator)

    Wellness Check-Up: An Update | 2:40-4:10 PM ET |
    Has your focus on wellness plans been sidelined by urgent matters related to the pandemic? Or are you consumed with finding new and creative ways to enhance wellness programs in furtherance of employee health and well-being during this unprecedented time? Whichever end of the spectrum fits you better, this session will get you up to speed on the latest guidance and thinking regarding employer wellness programs, including the status of guidance from the EEOC under the ADA and GINA and COVID-related considerations and enhancements for wellness programs.

    • Jason P. Lacey, Program Co-Chair, Foulston Siefkin LLP (Moderator)
    • Christy A. Tinnes, Groom Law Group, Chartered

    Day 3 - December 3, 2020

    Buyer Beware! A Review of Topics Surrounding the Cost of Health Care Coverage | 1:00-2:30 PM ET |
    The cost of group health plan coverage is typically one of the largest employee-related expenditures for employers. As prices rise at rates that year-after-year exceed the cost-of-living, employers and plan sponsors alike are looking for ways, on their own and in consort with policy makers, to contain these costs. This session will review some of the latest efforts including, but not limited to, alternative plan designs, e.g., reference-based pricing, group captives, and level-funded arrangements, among others, and alternative benefit structures and options, e.g., the use of coupons/rebates and the cost of prescription drug coverage, price transparency regulations and businesses/providers offering direct primary care, that employers and plan sponsors are considering in order to provide robust, affordable health care coverage to their employees and their families.

    • Alden J. Bianchi, Mintz, Levin, Cohn, Ferris, Glovsky and Popeo PC, Boston, MA
    • Linda R. Mendel, Program Co-Chair, Vorys Sater Seymour and Pease LLP, Colombus, OH  (Moderator)
    • Carolyn M. Trenda, Program Co-Chair, McGuireWoods LLP, Chicago, IL (Moderator)
    • Kimberly Wilcoxon, Thompson Hine LLP, Cincinnati, OH

    Hot Topics In Health And Welfare Litigation | 2:40-4:10 PM ET |
    This session focuses on significant court decisions in the past year and the potential impact on plan terms and administration. The panel will also discuss significant pending litigation likely to impact health and other welfare plans.

    • Elizabeth Hopkins, Kantor & Kantor, Northridge, CA
    • Linda R. Mendel, Vorys Sater Seymour and Pease LLP, Colombus, OH (Moderator)
    • Sara R. Pikofsky, Steptoe & Johnson LLP, Washington, DC

    MCLE Information

    The ABA will seek 9.0 hours of CLE credit in 60-minute states (including 1.5 hours of Ethics) and 10.8 hours of CLE credit in 50-minute states (including 1.8 hours of Ethics) in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state’s approval and credit rounding rules.

    View - MCLE Details

    Sponsorship Opportunities

    As the ABA’s leading provider and coordinator of educational programming for employee benefits, deferred compensation and ERISA attorneys and professionals, you can reach your target audience and expand your network and profile by becoming a sponsor of the JCEB or any of its National Institutes, webinars or other programs. By sponsoring the JCEB or any of its programs, you can connect with thousands of employee benefits and executive compensation attorneys around the country, including those key decision makers that will help you gain greater market share. For more information contact Karen Case -

    Learn More - Become a JCEB Sponsor

    Scholarship Information

    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 -

    Event Details




    Nov 05 - Dec 03, 2020

    2020-11-05T13:00:00-05:00 2020-12-03T16:10:00-05:00 Health and Welfare Benefit Plans Virtual 2020 National Institute

    The 2020 Virtual Health and Welfare Benefit Plans National Institute includes an in-depth focus on employee health and welfare plans.


    Joint Committee On Employee Benefits

    Section of Labor and Employment Law

    Section of Real Property, Trust and Estate Law

    Section of Taxation

    External Sponsors

    American College of Employee Benefits Counsel

    Program Co-chairs

    Carolyn Marie Trenda

    Jason P Lacey

    Linda Mendel

    Vanessa A Scott

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