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Archive

2014 Meeting Papers

Chapter Reports

Reporting and Disclosure: Chapter 4

Retirement Plan Design, Qualification and Administration: Chapter 5

Regulation of Specialized Types of Retirement Income Plans: Chapter 6 *

Welfare Plans: Technical & Statutory: Chapters 7

Regulation of Employee Health Care Benefit Plans: Chapter 8

Corporate Plan Terminations and Benefit Insurance: Chapter 9

Fiduciary Responsibility: Chapter 10 | Powerpoint

ERISA Preemption and Effects on Other Laws: Chapter 11

Civil Practice and Procedure: Chapter 12

Benefit Claims and Individual Rights: Chapter 13

Welfare Plans: Benefit Claims: Chapter 14

Employment Discrimination and Employee Benefits: Chapter 15

Jointly Administered Plans: Chapter 16

Multi-Employer Plans/ Withdrawal Liability: Chapter 17

Collective Bargaining and Employee Benefits: Chapter 18

Criminal Law: Chapter 19

Ethics: Chapter 20 | Powerpoint

Special Topic Reports

Supreme Court Updates

Supreme Court Update

Robert Alexander, James A. (“Al”) Holifield, Teresa S. Renaker

Post-DOMA Employee Benefits Issues Affecting Employees in Same-Sex Marriages, Civil Unions, and Domestic Partnerships

Teresa S. Renaker, Julie Wilensky and Nina Wasow

ACA 2014: Going Where No Plan Has Gone Before

Power Point: ACA 2014: Going Where No Plan Has Gone Before

Kathy Bakich

Power Point: ACA 2014: Going Where No Plan Has Gone Before

Thomas Hancuch

EBSA Priorities and Initiative

Agency Rule List - Fall 2013 (Website)

ESOP Litigation Updates

ERISA Fiduciary Duties Regarding 401(k) & ESOP Investments in Employer Stock

Howard Shapiro, Robert Rachal, Nicole Eichberger and Brian Neulander

Power Point: Employee Stock Ownership Plan (ESOP) Litigation Update

Robert W. Rachal, R. Joseph Barton, Frank “Chip” Brown, Timothy D. Hauser

Litigation Against the PBGC

PBGC Litigation Outline

Israel Goldowitz

Ten Things to Remember when Litigating with the PBGC

James J. Keightley

The Resurgence of Causation as a Critical Litigation Issue in the Wake of AMARA and Other Recent Cases

Power Point: Causation Issues in ERISA Litigation

Ellen Doyle, Nicole Eichberger and Dane Steffenson

Co-Fiducuiary Cases

Bryan Fox

State and Municipal Pensions

Power Point: State and Municipal Pension

Teague Patterson, Jay Sushelsky and Patrick Spangler

Current Public Pension and OPEB Litigation in California

Teague Patterson

Drafting Plan Documents in Light of AMARA and McCutchen

Drafting Plan Documents in Light of Amara and McCutchen

Kimberly Bradley and Tiffany N. Santos

Power Point: Digging for ERISA Gold after AMARA

Jonathan Feigenbaum

Be Careful What You Wish For: Post-AMARA Disclosures and Remedies

Post-AMARA Disclosures and Remedies

Jennie Arnold, Denise Clark, Elizabeth Hopkins and Amanda Sonneborn

Multiemployer Plans Potpourri

Power Point: Multiemployer Plans Potpourri

Gregory J. Ossi, Bruce L. Perlin, Jani Rachelson, Thomas C. Nyhan

Wellness Programs Final Regulations

Power Point: Wellness Programs Final Regulations

J. Matthew Calloway and Elizabeth J. Masson

What’s Next after Windsor

What's Next After Windsor?

Dane Steffenson, Martha Jo Wagner, Sharon Goodman, Nina Wasow

Summary of The Impact of Supreme Court Windsor Decision on Pension Fund Benefits for Married Participants

Sharon M. Goodman

Federal Reguation of Health Plans

Martha Jo Wagner

Sweet (ERISA) Mystery of Life (Insurance)

Power Point: Sweet (ERISA) Mystery of Life (Insurance)

Miguel Eaton, Adam Garner, Cassie Springer

Civil Procedure Update: A Meaningful Day in Court

Civil Procedure Update: Part 1 | Civil Procedure Update: Part 2 | Powerpoint

Bankruptcy and Benefits

Single-Employer Pension Plan Issues in Banktuptcy

Jeffrey B. Cohen

Bankruptcy and Benefits: Challenges to America’s Pension Security

John R. Harney

Bankruptcy and Benefits: Defalcation

Usha R. Smerdon

HIPAA and HITECH: The Final Rule

HIPAA and HITECH: The Final Rule

Marcelle J. Henry and Christopher T. Collins

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