ERISA Basics National Institute Program Information

Program Details

June 5 - 7, 2019
In-person Meeting

Jones Day, 300 New Jersey Avenue, NW, Washington, DC 20001

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 Brochure / Agenda

View a copy of the program agenda (as of May 23rd).

View a copy of the program brochure.  


Host Sponsor
Jones Day

Bronze Sponsor
Trucker Huss, APC

Register Online Now

Registration Mail / Fax Form

Download a hard copy of the registration form


Attend the entire two and half-day program, each breakfast, and the reception, and network with other registrants and faculty. Registrations must be postmarked by May 3rd to receive the Early Bird discount.

Early Bird Registration - On or Before May 3rd

  • $1020 General Public
  • $970 ABA Member
  • $920 Sponsoring Section Member

Full Tuition - After May 3rd

  • $1070 General Public
  • $1020 ABA Member
  • $970 Sponsoring Section Member

On-Site Tuition

  • $1120 General Public
  • $1070 ABA Member
  • $1020 Sponsoring Section Member

Government Attendees
Government rates available upon request.  For more information contact

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 to register with this discount.


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 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).

Cancellation Policy

Cancellations will be honored on the following basis:

  • Until May 3rd – 100% Refund minus $50 administrative fee*
  • After May 3rd** – 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 3rd; 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

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:

Recommended CPE Credits and Fields of Study: Program attendees can earn up to 17.00 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 18.33 CLE credit hours
(including 1.00 ethics hours) in 60-minute states, and 22.00 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.

For more information about CLE accreditation in your state, contact Mary Karounos at 202.662.8676, via email at, or visit


Hyatt Regency Washington on Capitol Hill
400 New Jersey Avenue, NW, Washington, DC 20001
The deadline to make reservations is May 21, 2019.

We have a limited number of rooms blocked with the Hyatt Regency  Washington on Capitol Hill at a special rate of $319 for single or double occupancy. All room rates are subject to city occupancy and sales tax. Unclaimed rooms will be released on May 21st after which the hotel will accept reservations on a space and rate available basis only. All reservations must be guaranteed with a major credit card. 

If you are interested in booking a reservation at the Hyatt Regency Washington on Capitol Hill please contact the hotel directly at 1-877-803-7534 and refer to the American Bar Association Joint Committee on Employee Benefits ERISA Basics National Institute.

You may also reserve a room online at the following link

Travel Information


With ABA Egencia, you can automatically obtain ABA negotiated airfare discounts for travel to the ABA Meetings. ABA Egencia enables you to purchase the best airfare at the time of booking, by providing you with the ability to search for and compare fares from virtually every airline serving the destination.

Reservations with ABA Egencia can be made online or offline. For offline reservations, call (877) 833-6285. ABA Egencia is available online via ABA Travel Services at*

ABA airfare discounts on some carriers may also be obtained by purchasing your tickets under the ABA Discount Codes directly from the airline or through your travel agent.

American Airlines
ABA Discount only available at ABA Egencia at

United Airlines
For ABA Meetings Only  
Via Phone:  800-426-1122
Agreement Code: 8880300 / Z Code: ZFX6
Discount available at

Click All Search Options and enter Online Discount Code: ZFX68880300 in the Promotions and Certificates box.

Not for Leisure Travel

Delta Airlines
Via Phone:  800-328-1111
ABA File Global Meeting Code: NMS9P
Discount available at

Click Advance Search and enter Online Meeting Event Code: NMS9P in the Meeting Event Code

Southwest Airlines
Southwest tickets can be booked on ABA Egencia. If not booking via ABA Egencia you can book via and use ABA SWABIZ Company ID 99422890.

Travel Profile is Required
*A Travel Profile is required when booking airline reservations with ABA Egencia. For more information click here.

For additional ABA travel discounts visit

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 with questions.

Contact Us

Should you have any questions, you may contact the JCEB at or call: 202-662-8676

Register Online Now

Registration Mail / Fax Form

Download a hard copy of the registration form