ERISA Covered Health and Welfare Plan Administration: Compliance, Fiduciary Liability, DOL Enforcement Actions
Consolidated Appropriations Act, Mental Health Parity Rules, Prohibited Transactions, Form 5500
Note: CPE credit is not offered on this program
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will guide ERISA counsel, fiduciaries, and administrators on key health and welfare plan design and compliance challenges. The panel will discuss key issues faced by plan sponsors and administrators, the impact of the Consolidated Appropriations Act (CAA), mental health parity rules, fiduciary liability, plan document requirements, Form 5500, recent DOL enforcement actions, and other key issues.
Outline
- Consolidated Appropriations Act for health plans
- Mental health parity rules
- Fiduciary rules and liability
- Plan documents and reporting requirements
- Recent DOL developments
- Best practices for plan sponsors and administrators
Benefits
The panel will review these and other key items:
- What are the key provisions of the CAA for health plans?
- What are the requirements under the mental health parity rules under the CAA?
- What are the fiduciary obligations and rules for health plan sponsors and administrators?
- What are the recent DOL developments and plans for enforcement actions?
- What are best practices to overcome legal and compliance challenges?
Faculty
Joanne Roskey
Member
Miller & Chevalier
Ms. Roskey has over 25 years of experience representing private clients and federal agencies in a broad spectrum of... | Read More
Ms. Roskey has over 25 years of experience representing private clients and federal agencies in a broad spectrum of litigation, advice, and administrative law matters. As part of Miller & Chevalier's ERISA & Employee Benefits Litigation team, Ms. Roskey focuses her practice on the fiduciary, prohibited transaction, and health plan provisions of ERISA. She advises clients on compliance issues and in government investigations and litigation across a wide range of employee benefits matters. Prior to joining Miller & Chevalier, Ms. Roskey served as Chief of the Division of Health Investigations for the Department of Labor's (DOL) Employee Benefits Security Administration (EBSA), where she led the strategic planning and oversight of EBSA's health plan enforcement program and implemented, monitored, and assessed compliance with national enforcement priorities carried out by 10 regional offices across the country. Previously, she served in the DOL Office of the Solicitor for 14 years as Deputy Associate Solicitor in the ERISA Litigation, Advice, and Regulations Division, Regional ERISA Counsel, and an employee benefits trial attorney. Ms. Roskey also was Associate General Counsel to the Federal Bureau of Investigation (FBI), where she defended the agency and its officials in civil litigation.
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Roberta Casper Watson
Partner
The Wagner Law Group
Ms. Watson focuses on ERISA and employee benefits. She concentrates on a wide array of areas including, pension and... | Read More
Ms. Watson focuses on ERISA and employee benefits. She concentrates on a wide array of areas including, pension and profit sharing plans, health and welfare benefit plans, including COBRA, HIPAA and the Affordable Care Act, ERISA fiduciary decision-making, Employee Stock Ownership Plans, benefits litigation backup, benefits aspects of mergers and acquisitions, employee benefits aspects of family law, labor laws affecting employee benefits, other employee benefits and deferred Compensation, and employee benefit disputes and employee benefits claims.
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