In-Person Meeting

ERISA Basics National Institute Program Information

June 15-17, 2020

American Bar Association, 1050 Connecticut Avenue, NW, Washington, DC 20036

For practitioners who address issues related to employee benefit plans, this 2 1/2-day National Institute will provide an opportunity to hear from the ERISA experts. Designed for in-house and union counsel, benefits specialists, private practitioners, litigators, and consultants, the focus is on comprehensive ERISA topics including: ERISA Basics Concepts; Fiduciary Standards; Minimum Standards for Tax-Qualified Retirement Plans; Federal Regulation of Health Plans; Government Enforcement; Ethical Issues; Introduction to Litigation; Benefit Claims: Administrative Procedures & Litigation; Fiduciary Litigation; Discovery in ERISA Litigation; Anatomy of a Deposition; Multiemployer and Other Collectively Bargained Plans; and Remedies.

Program Details

View a copy of the program agenda (DRAFT as of February 4th).

Registration coming soon!!

Financial Assitance

Scholarships
Scholarships to defray tuition expense for this program are available upon application, on a case-by-case basis. Preference will be given to full-time LL.B. candidates, public interest lawyers, government lawyers, full-time law professors, solo or small firm practitioners of limited means, and unemployed attorneys. To request an application or receive additional information, contact Mary Karounos at 202.662.8676 or mary.karounos@americanbar.org. Scholarship applications must be received at least two weeks before the program start date. You will be notified prior to the program if your application is approved. A minimum fee may be charged on all approved scholarship applications to defray expenses. For programs with tuition costs over $500, qualifying attorneys will receive at least a 50% reduction in the course fee(s).

Government Attendees
Government rates available upon request.  For more information contact mary.karounos@americanbar.org.

Additional Savings
If two or more register from the same firm, one registrant will receive a $50 reduction in program tuition!

Employee Benefits Passport Holders
Enjoy 25% off your tuiition rate. Contact mary.karounos@americanbar.org to register with this discount.

Cancellation Policy

Cancellations will be honored on the following basis:

  • Until May 11th – 100% Refund minus $50 administrative fee*
  • After May 11th** – No Refund

*Day of Cancellation is the day the cancellation is received by the ABA. It is calculated based on the number of ABA business days remaining before the National Institute.

**No refund will be made for cancellations received after May 11th; written confirmation of refund requests must be received within 14 days following the National Institute presentation. Substitute registrants for the ERISA Basics National Institute are welcome. Please contact customer care via email meetingcancellations@americanbar.org.

CPE Credit

American Bar Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


Recommended CPE Credits and Fields of Study: Program attendees can earn up to 18.00 CPE credits in Specialized Knowledge fields of study and 1.00 CPE credit in Behavioral Ethics for this in-person meeting.  

Prerequisites: There are no prerequisites for this program and there is no advanced preparation required. The program level of difficulty is from beginner to intermediate.

Delivery method
: Group-live

MCLE Information

This course is expected to qualify for 15.00 CLE credit hours
(including 1.00 ethics hours) in 60-minute states, and 18.00 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.

View more information about CLE accreditation in your state, or contact Mary Karounos.

Hotel

The hotel contract is under negotiations. Should you have any questions about hotel reservations, contact Mary Karounos.

Travel Information

ABA negotiated airfare discounts available online.   

Additional ABA travel discounts.


Content Disclaimer

All meeting content, including live, recorded, and written presentations, represents the opinions of the authors and speakers and should not be construed to be those of either the American Bar Association or Joint Committee on Employee Benefits (JCEB) unless adopted pursuant to the bylaws of the Association. Nothing contained herein is to be considered as the rendering of legal advice for specific cases, and readers are responsible for obtaining such advice from their own legal counsel. This meeting content and any forms and agreements herein are intended for educational and informational purposes only.

All rights reserved. No part of these materials may be reproduced, stored in a retrieval system, or transmitted, in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the written permission of the American Bar Association.

Photography and Video

Note that by attending the conference, attendees have agreed to the terms of the American Bar Association Image/Audio/Video Release Form which allows images, audio, and video recorded on site to be used for educational and promotional purposes.

Contact Us
Should you have any questions, you may contact Mary Karounos or call: 202-662-8676