Health and Welfare Benefit Plans
Washington, DC / Oct 17-18, 2024
Executive Compensation National Institute
Virtual / Oct 29, 30, Nov 12, and 14, 2024
ERISA Basics National Institute
Virtual / November 18-20, 2024
ERISA: Beyond the Basics
Virtual / May 7-9, 2024
Mergers and Acquisitions National Institute
Virtual / May 14, 16, 21, and 23, 2024
ERISA Fiduciary National Institute
Virtual / June 4, 5, and 10, 2024
The Amended QPAM Exemption: Impacts For Advisers, Attorneys, And Plan Sponsors (Webinar / Aug 13th)
Multiemployer Plan Expenses (Webinar / Aug 8th)
Fiduciary Rule Unpacked (Webinar / May 22nd)
Mediating Employee Benefit Cases (Webinar / Apr 25th)
Fiduciary Oversight of Welfare Benefit Plans (Webinar / Apr 18th)
What's Old Is New: The Economic Realities For Workers and Employee Benefits
(Webinar / Mar 27th)
Employee Benefit Simplification Initiatives (Webinar / Mar 26th)
Secure Act 2.0 Update (Webinar / Feb 15th)
Fiduciary Rule 4.0: Are You Ready? (Webinar / Jan 30th)
Essentials for the Benefits Practitioner: Demystifying Executive Compensation
(Webinar / Jan 25th)
Current Issues in ERISA Litigation (Webinar / Jan 11th)
Fiduciary Due Diligence Around Managed Participant Account Services (Webinar / Jan 9th)
Navigating Murky Waters: Ethics for ERISA and Executive Compensation Lawyers
(Webinar / Dec 17th)
Reflections on the 2024 Final Mental Health Parity and Addiction Equity Act Final Regulations
(Webinar / Dec 5th)
The Nuts and Bolts: An Introduction to ERISA Welfare Plans (Webinar / Oct 15th)
The Intelligent Fiduciary: Common Problems ERISA Fiduciaries Can Avoid (Webinar / Oct 8th)
50 Years of ERISA Preemption: Where Do We Stand? (Webinar / Sept 17th)
Health Care Equality: Health Care Providers & Plans Nondiscrimination & Civil Rights Under ACA Section 1557 & Other Selected Federal Civil Rights Laws
(Webinar / Sept 10th)
Tracking Mental Health Parity Developments - New Proposed MHPAEA Regulations and Enforcement Update (Webinar / Aug 9th)
Department of Labor Update: Fireside Chat with Lisa Gomez, Assistant Secretary of Labor
(Webinar / Jul 26th)
Arbitration of ERISA Claims - Update and Latest Trends (Webinar / Jul 13th)
Fiduciary Best Practices - Let's Talk About it! (Webinar / Jul 11th)
Clawbacks of Executive Compensation: The New Frontier (Webinar / Jun 29th)
What You Need to Know About Autoportability (Webinar / Jun 15th)
The Legal and Practical Issues with De-Risking or Terminating your Pension Plan
(Webinar / Jun 8th)
Emerging Impacts of Dobbs on Employers, Employee Benefits and Healthcare
(Webinar / May 31st)
SECURE Act 2.0 and the Future of EPCRS (Webinar / May 24th)
No Surprises Act Enforcement: How to Prepare for a DOL Audit
(Webinar / Apr 25th)
The End of the Federal Covid-19 Emergency Declarations (Webinar / Mar 30th)
The Future of Incentive Compensation and Blockchain (Webinar / Feb 16th)
Priorities of the Assistant Secretary (Webinar / Feb 14th)
SECURE 2.0: What It Means For Retirement Plans (Webinar / Jan 24th)
Family-Forming Benefit Plans - ERISA and Tax Considerations (Webinar / Dec 20th)
Navigating Murky Waters: Ethics for ERISA and Executive Compensation Lawyers
(Webinar / Dec 14th)
ESOP Transaction Litigation: Recent Results and Trends (Webinar / Dec 12th)
Deep Dive on Service Agreements (Webinar / Nov 16th)
MHPAEA in the Courts (Webianr / Nov 14th)
Emerging Trends in Disability and Wellness Benefits (Webinar / Sept 28th)
Back-to-Office: Fringe Benefit and Other Compensation Issues (Webinar / Sept 21st)
Executive Compensation for Tax Exempt Organizations: A Primer On Section 457(b) And 457(f) Plans (Webinar / Aug 25th)
State-Facilitated Retirement Savings Programs: Legal Implications and Policy Developments
(Webinar / Aug 23rd)
Rise and Shine and Feel Secure Again: How Upcoming Legislation Might Change Retirement Plans
(Webinar / Jul 14th)
Abortion Services and Employee Benefits: Plan Design Options and Legal Compliance Post Dobbs v. Jackson Women’s Health Org
(Webinar / Jul 12th)
Department of Labor Health Plan Compliance & Enforcement Update (Webinar / May 5th)
OTC COVID-19 Tests - Required Benefits and Potential Issues (Webinar / Mar 15th)
SAS 136 Changes to Employee Benefit Plan Audits: A Fireside Chat (Webinar / Mar 3rd)
Pension and Welfare Plan Overpayments - What Plans and Participants Need to Know (Webinar / Feb 24th)
Simplifying the QDRO Process through Common-Sense Disclosure Rights for Former Spouses
(Webinar / Feb 17th)
ESOP Litigation Update and Stock Valuation Basics
(Webinar / Feb 8th)
What's New? 457 and 403(b) Plans Compliance
(Webinar / Jan 25th)
Shedding the Light on Employer Responsibility under MHPAEA (Webinar / Jan 20th)
Update on Current Supreme Court ERISA Developments and Fallout From Recent Decisions (Webinar / Jan 13th)
ERISA Preemption & Dobbs v. Jackson Women’s Health Organization (Webinar / Jan 10th)
Navigating Murky Waters: Ethics for ERISA and Executive Compensation Lawyers
(Webinar / Dec 13th)
Essentials for the Benefits Practitioner: Demystifying Executive Compensation
(Webinar / Oct 27th)
The Ever-Evolving Standard of Review in ERISA Health and Disability Litigation
(Webinar / Oct 19th)
Health Plan Transparency: Group Health Costs and Mental Health Compliance
(Webinar / Sept 13th)
Justice Department Health Industry Antitrust Enforcement Update
(Webinar / Sept 8th)
Cybersecurity and Employee Benefits: What Should I Know and Why? (Webinar / Sept 7th)
Investment by ERISA Plans in Private Equity Funds (Webinar / Dec 7th)
New Proposed ESG and Proxy Voting Guidance – Will it Change Plan Investments? (Webinar / Nov 19th)
COVID-19 Vaccination Mandates & Incentives - Applicable Rules and Emerging Litigation (Webinar / Nov 12th)
Spouses Dividing Retirement Assets During Life (Webinar / Aug 26th)
Post-Pandemic Benefits Issues (Webinar / Aug 19th)
Current Trends in ERISA Disability Benefits Claims Litigation (Webinar / Jun 29th)
401(k) and Other Retirement Topics for Beginners and Non-ERISA Attorneys (Webinar / May 20th)
COBRA And Other Implications of Recent Stimulus Bills On ERISA Health Benefits (Webinar / Apr 20th)
Nuts and Bolts: An Introduction to ERISA Welfare Plans (Webinar / Mar 23rd)
Navigating Healthcare in 2021: What Plan Sponsors and Service Providers Need to Know (Webinar / Mar 2nd)
Essentials for the Benefits Practitioner: Experts' Guide to Employee Benefits Research (Webinar / Feb 25th)
A View From the Hill (Webinar / Feb 9th)
ERISA Fiduciary Basics (Webinar / Jan 21st)
ERISA Litigation and Employee Stock Ownership Plans (Webinar / Jan 15th)
DOL-ing Out the Authority - a Busy Year for the Department of Labor (Webinar / Jan 12th)
Ethical Considerations for Employee Benefits Lawyers: Pandemic Edition (Webinar / Dec 17th)
Employee Benefits in the Biden Administration - Thoughts on the Next Four Years (Webinar / Dec 16th)
Arbitration of ERISA Claims (Webinar / Dec 15th)
To Be Preempted or Not to Be Preempted (Webinar / Nov 17th)
Key Considerations For Successful Remote Plan Governance (Webinar / Oct 27th)
M&A Transactions: Employee Benefits Traps for the Unwary (Webinar / Oct 13th)
Turbulent Times for Health and Welfare Benefits: COVID-19, Mental Health Parity, State Laws, and More (Webinar / Sept 22nd)
Health and Welfare Series Webinar 1: Planning for 2021 Open Enrollment (Webinar / Jul 22nd)
The Legislative and Regulatory Process with Benefits Legislation (Webinar / Jul 9th)
Intel v Sulyma - The Death of Constructive Knowledge and the Brave New World of ERISA Liability (Webinar / Jun 25th)
Proposed Regulations on the Executive Compensation Excise Tax under Section 4960 What Tax-Exempt and For-Profit Employers Need to Know (Webinar / Jun 23rd)
The New Proposed 162(m) Regulations - What You Need to Know and Do! (Webinar / Jan 10th)
Texas V. US - One Year Later: The Status and Future Of The Affordable Care Act (Webinar / Jan 7th)
Deal "Horror Stories" Related to Employee Benefits and Executive Compensation (Webinar / Dec 3rd)
Fee Litigation (Webinar / Nov 12th)
Supreme Court Update (Webinar / Oct 22nd)
Plan Expenses: Avoiding Trouble Through Appropriate Use of Plan Assets (Webinar / Oct 10th)
ERISA for Non-ERISA Lawyers (Webinar / Sept 24th)
Disclosures - Get the Tea on New and Ongoing Health Plan Requirements (Webinar / Sept 12th)
Health Care Update: The Affordable Care Act... It's Still Here! (Webinar / Sept 10th)
A First Look at the New (Final!) HRA Regulations (Webinar / Jul 9th)
A Deep Dive: Who is an Employee? (Webinar / Jun 25th)
Advanced ERISA Disability Mediation Techniques (Webinar / Jun 20th)
Arbitration: Is There Anything Different About ERISA? (Webinar / Jun 18th)
Essentials for the Benefits Practitioner: Demystifying Executive Compensation (Webinar / Apr 30th)
Essentials for the Benefits Practitioner: What ERISA Practitioners Need to Know About Accounting for Plans (Webinar / Mar 28th)
The Evolving World of Employee Perks: Avoiding Legal Compliance Traps When Offering Non-Traditional Benefits (Webinar / Mar 26th)
Essentials for the Benefits Practitioner: An Actuarial Update for ERISA Practitioners (Webinar / Mar 21st)
New IRS Guidance on the Section 4960 Excise Tax on Tax-Exempt Organizations (Webinar / Mar 7th)
Health Plan Savings with Direct Contracting with Health Care Providers – How to Structure and Avoid Compliance Pitfalls (Webinar / Feb 28th)
Essentials for the Benefits Practitioner: Experts' Guide to Employee Benefits Research (Webinar / Jan 29th)
Ethics in a Digital World (Webinar / Nov 13th)
Prescription Drug Program Trends and Litigation (Webinar / Oct 18th)
Fiduciary Risks Reach Critical Mass! (Webinar / Sept 20th)
Executive Comp – New Takes on Old Issues: Perks, Clawbacks, and the Rule 701/Form S-8 Concept Release (Webinar / Sept 17th)
Health Care Costs: What's a Fiduciary to Do? (Webinar / Sept 6th)
Health and Welfare Hot Spots - How Should an Employer Comply with Uncertainty and Change in 2018? (Webinar / Aug 21st)
Masterpiece Cake Shop: Intersection Between Religious and Moral Liberty and Benefits (Webinar / Jul 12th)
International Benefits Revolution - What's Coming Next? / Boston, MA (In-Person / Jun 10-12th)
Sponsored by IPEBLA / CBA / ABA
The New SEC Proposed Best Interest Rule and DOL Fiduciary Rule Update: What Plan Advisers and Employers Need to Know (Webinar / May 31st)
Benefit Plan Overpayments: Recognition, Recovery and Write-Off (Webinar / May 24th)
Nontraditional or Alternative Assets Held in IRAs (Webinar / Apr 19th)
Pirates of the PHI: Identifying and Responding to a Randsomware Attack According to HIPAA Best Practices (Webinar / Apr 3rd)
Mental Health Parity in 2018 – Is Your Plan Ready for a MHPAEA Audit? (Webinar / Mar 13th)
ESOP Litigation Update and Evolving Trends in ESOP Valuations (Webinar / Feb 13th)
Implications of Tax Reform for Executive Compensation (Webinar / Jan 25th)
Catching Up on the Latest from the EEOC On Wellness & Disease Management Programs Under the ADA & GINA (Webinar / Jan 18th)
A Deeper Dive on 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations Part II (Webinar / Dec 19th)
Sponsored by Retirement Planology
Cross Border Governance Audits (Webinar / Dec 14th)
Co-Sponsored by the CBA and ABA JCEB
Proxy Season 2018: ISS, Pay Ratio and Other Hot Topics (Webinar / Dec 7th)
Ethical Considerations for the Employee Benefits Practitioner (Webinar / Dec 5th)
Proposed New Audit Requirements for Employee Benefit Plans (Webinar / Nov 30th)
The ABC's of Prescription Benefit Managers and Drug Purchasing Coalitions (Webinar / Nov 21st)
Practical Issues for Section 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations Part I (Webinar / Nov 16th)
Sponsored by Retirement Planology
The Nuts and Bolts of Executive Compensation (Webinar / Oct 30th)
Basics of Benefits (Webinar / Oct 10th)
Opioid Addiction and Substance Abuse: What's a Plan to Do? (Webinar / Oct 3rd)
Unauthorized Practice of Law – Issues for Employee Benefits Lawyers (Webinar / Sept 19th)
Cybersecurity: Data and Asset Protection Duties of ERISA Fiduciaries--A Free CLE (Webinar / Sept 7th)
A Practical Plan-Sponsor's View of the Final Fiduciary Rule (Webinar / Aug 31st)
Equity Compensation and Executive Compensation Issues for Partnerships and Other Privately Held Business (Webinar / Jul 25th)
The Revised Disability Claims Regulations: Where Are the Minefields? (Webinar / Jul 13th)
M&A Series Part 3: Last Minute Lessons for M&As: Tidbits gleaned from Litigation and Other New Developments (Webinar / Jul 12th)
Navigating DOL Investigations - Strategies from the Trenches in a Changing World (Webinar / Jul 11th)
Employee Benefit Plans for Partnerships (Webinar / Jun 29th)
Gearing Up in the Era of Increased HIPAA Enforcement and Cyber Security Threats - Lessons Learned and Practical Tips for Health Plans and Their Advisors (Webinar / Jun 22nd)
M&A Series Part 2: The Due Diligence Process (Webinar / Jun 14th)
M&A Series Part 1: Covenants and Post-Transaction Clean-Up Issues and Processes (Webinar / May 24th)
W-2 or 1099? Employee and Independent Contractor Issues – Views From the Government and Private Sector (Webinar / May 25th)
Pay Me Now or Pay Me Later: How Not to Run a Benefit Plan (Webinar / May 16th)
Hot Topics in Health and Welfare Plan Litigation (Webinar / Apr 18th)
An Independent Accountant's Role in the Annual Form 5500 Process (Webinar / Apr 6th)
Did You Know... Unique State Employee Benefit and Employment Issues (Webinar / Feb 16th)
Plan Governance in a Changing World (Webinar / Dec 20th)
Ethical Considerations for the Employee Benefits Practitioner (Webinar / Dec 15th)
Hot Topics for the 2017 Proxy Season (Webinar / Dec 13th)
Executive Compensation National Institute (In-Person / Nov 14-15)
Experts' Guide to Employee Benefits Research (Webinar / Nov 10th)
Introduction to ERISA: An Overview (Webinar / Oct 18th)
Qualified Plans IRS Hot Topics - IRS Determination Letter Application Program Changes and Employee Plans Voluntary Closing Agreements (Webinar / Sept 27th)
Practical Employee Benefits Issues for ERISA and Non-ERISA Attorneys
(FREE CLE Webinar / Sept 20th)
Open Enrollment is Coming - Is Your Health Plan Up to Date? (Webinar / Sept 15th)
The Basics of Benefit Plans (Webinar / Sept 13th)
New Civil Procedure Rules and ERISA Litigation: One Judge's View (Along with Counsel) -- 9 Months In (Webinar / Sept 8th)
A Practical Look at the New 409A and 457 Regulations (Webinar / Aug 18th)
M&A Series Part 3: Litigation (Webinar / Jul 27th)
When ERISA Meets Private Equity: What Advisors to Plans, Funds and Investors Should Consider Before Closing the Deal (Webinar / Jul 14th)
M&A Series Part 2: Covenants and Post-Transaction Clean-up Issues and Processes (Webinar / Jul 13th)
The Final Answers: The Supreme Court ERISA and Litigation Decisions (Webinar / Jul 12th)
M&A Series Part 1: The Due Diligence Process (Webinar / Jun 29th)
Nuts and Bolts of Section 409A: Practical Issues to Consider in Every Practice (Webinar / Jun 9th)
Hot Topics in Health Care Litigation under ERISA and the ACA (Webinar / Jun 7th)
Necessary Plan Language in Light of Recent Guidance from the Supreme Court and Lower Courts (Webinar / May 26th)
The Audit Trilogy Part 3: Employer / Accountant Perspectives on Annual Retirement Plan Audits --- Welcome to Our World! (Webinar / May 24th)
State Sponsorship of IRAs or Qualified Plans for Private Sector Employees (Webinar / May 10th)
The Audit Trilogy Part 2: Preparing for and Surviving a Health and Welfare Audit (Webinar / Apr 19th)
Navigating the Pitfalls of PBM Contract Negotiation (Webinar / Apr 12th)
The Audit Trilogy Part 1: Demystify the IRS Qualified Retirement Plan Audit Process (Webinar / Mar 22nd)
Telemedicine - Fad or the Future of Healthcare? (Webinar / Mar 17th)
Health and Welfare Plans Regulatory and Legislative Update (Webinar / Feb 25th)
Fiduciary Issues and Data Privacy (Webinar / Feb 18th)
The Interaction of Employer-Provided Group Health Plans with Marketplace Coverage, COBRA, and Medicare (Webinar / Feb 4th)
Pension Plan Investment Products and Service Provider Contracts: The Good, the Bad and the Ugly (Webinar / Jan 25th)