This CLE course will discuss legal best practices for selecting a 3(38) investment manager and outline key steps in structuring and documenting the investment manager relationship. Our panel will review the recent regulations that significantly impact the QPAM exemption, how best to negotiate and dr... Read More

This CLE webinar will provide employee benefits counsel a detailed analysis of recent IRS guidance for correcting overpayments and key challenges for plan sponsors and administrators. The panel will discuss the definition of "eligible inadvertent failure" under the current rules, reconciling SECURE... Read More

This CLE webinar will provide attorneys with an in-depth analysis of the requirements and considerations involved when designing double trigger restricted stock unit (RSU) and stock option programs for private companies, as well as potential solutions to consider when stock options and double trigge... Read More

This CLE webinar will provide benefits counsel and advisers with guidance on overcoming challenges in ensuring compliance with the recently released final Mental Health Parity and Addiction Equity Act (MHPAEA) rules and requirements for plan sponsors and insurers. The panel will discuss the requirem... Read More

This CLE course will prepare employee benefits counsel to represent plan fiduciaries and sponsors facing Department of Labor (DOL) investigations or lawsuits. Our experienced panel will discuss how to navigate the investigation process, offer practice pointers on working with the Employee Benefits S... Read More

This CLE webinar will provide health care providers and health plans an in-depth analysis of the U.S. Department of Health and Human Services' Office for Civil Rights' (OCR) final rule amending HIPAA privacy regulations. The panel will discuss the final rule's requirements for regulated entities and... Read More

This CLE course will highlight legal developments for employee benefits counsel to consider when drafting and negotiating representations, covenants, and indemnification provisions addressing employee benefit plans and executive compensation programs in the context of mergers and acquisitions. The p... Read More

This CLE webinar will provide perspectives and experiences to help counsel navigate through 401(k) plan issues in stock purchase M&A transactions that materially affect the transaction. The panel will discuss key considerations for plan termination and plan merger, avoiding unexpected liability, the... Read More

This CLE webinar will provide employee benefits counsel, plan sponsors, and administrators guidance on recently issued IRS final regulations implementing many of the SECURE 1.0 Act and SECURE 2.0 Act changes to the rules governing required minimum distributions (RMDs); and newly issued proposed regu... Read More

This CLE webinar will provide guidance to employee benefits counsel on managing data privacy and cybersecurity risks for ERISA healthcare and retirement plans, lessons from recent data breaches, ERISA fiduciary obligations, ERISA preemption of state data breach laws, and contractual risk mitigation... Read More

This CLE course will guide counsel on the rules and procedures governing fiduciary and compliance responsibilities of trustees and advisers in ESOP transactions. The panel will discuss the implications of recent DOL settlement agreements and best practices in satisfying fiduciary duties in ESOP tran... Read More

This CLE webinar will provide guidance on the U.S. Department of Health and Human Services (HHS) Office for Civil Rights' (OCR) recently issued final nondiscrimination rules under Section 1557 of the Affordable Care Act (ACA). The panel will describe the final rule's requirements and how the rule ex... Read More

This CLE/CPE course will provide employee benefits, ERISA counsel, and tax advisers with a thorough and practical guide to deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical tax rules impacting the structuring of deferred compensatio... Read More

This CLE webinar will provide employee benefits counsel an in-depth analysis of the U.S. Supreme Court's rulings in Loper Bright v. Raimondo and Corner Post Inc. v. Board of Governors of the Federal Reserve System and their impact on ERISA, employee benefits, and executive compensation. The panel wi... Read More

This CLE course will provide employee benefits counsel, plan sponsors, and administrators guidance on the IRS pre-examination retirement plan compliance program and procedures. The panel will discuss IRS self-correction rules and procedures under EPCRS (Rev. Proc. 2021-30, as expanded by SECURE 2.0)... Read More

This CLE course will provide ERISA counsel, in-house corporate counsel, and plan sponsor decisionmakers with the tools to structure and implement appropriate investment committee policies and procedures. Our multi-disciplinary panel will provide best practices for selecting and training investment c... Read More

This CLE webinar will provide employee benefits counsel guidance for advising clients on negotiating and entering into service provider agreements for retirement plans. The panel will discuss key provisions, limitations of liability, fees and disclosures, recent court cases and tactics for handling... Read More

This CLE webinar will provide ERISA counsel, plan sponsors, and employers with an analysis of pension-linked emergency savings accounts (PLESAs) under the SECURE Act 2.0. The panel will discuss new DOL and IRS guidance, PLESA requirements outlined in the SECURE Act 2.0, permissible fees, investment... Read More

This CLE course will guide employee benefits counsel in defending against wrongful denial of benefits claims involving ERISA plans. The panel will explain the administrative process required under ERISA before litigation may proceed. The panel will also discuss how courts are addressing critical pro... Read More

This CLE course will provide ERISA counsel with the tools necessary to guide fiduciary clients in connection with the review and negotiation of revenue sharing arrangements. Our experienced panel will address issues surrounding the utilization of excess payments, contract negotiation, credit allocat... Read More

This CLE webinar will provide guidance on all of the above issues. The panel will discuss the impact of the new fiduciary rule for health plans and HSAs, litigation issues, including potential new fiduciary duty claims, prescription drug pricing, transparency issues, litigation updates, and other ke... Read More

This CLE course will guide attorneys and advisers on critical legal and tax considerations for granting profits interests to key employees and service providers. The panel will discuss critical issues regarding participation thresholds, vesting, repurchase rights, Section 83(b) election, rights of p... Read More

The CLE course will guide counsel on structuring employee severance or separation agreements to comply with Section 409A's deferred compensation restrictions. The panel will discuss best practices for performing compliance self audits and taking corrective action to remedy substantive or documentary... Read More

This CLE webinar will provide executive compensation and employee benefits counsel guidance on the impact of the recent FTC ban on noncompetes and next steps for amending and structuring compensation plans. The panel will discuss key provisions of the final rule impacting compensation structures, re... Read More

This CLE webinar will guide employee benefits counsel and legal counsel to financial services providers in understanding the practical implications of the U.S. Department of Labor's (DOL) new fiduciary rule and prohibited transaction exemption amendments for retirement plan sponsors, plan advisers,... Read More

This CLE webinar will provide an update in light of the recent Alabama Supreme Court ruling in LePage v. Center for Reproductive Medicine and the implications for companies operating in the IVF industry, including for plan sponsors. The panel will discuss the court's ruling, subsequent legislative p... Read More

This CLE course will prepare in-house counsel and ERISA plan fiduciaries to conduct requests for proposals (RFPs) for retirement plan service providers. The panel will discuss when and how often plan fiduciaries should undertake an RFP process, outline the elements that make up a comprehensive and e... Read More

This CLE webinar will provide employee benefits attorneys, plan sponsors, and administrators with detailed guidance on performing nondiscrimination testing and compliance for 401(k) plans. The panel will review the minimum coverage, evaluate ADP and ACP tests for ensuring compliance with IRS nondisc... Read More

This CLE webinar will provide employee benefits counsel and advisers an in-depth analysis of the amendment to the qualified professional asset manager (QPAM) exemption. The panel will discuss key provisions impacting asset managers and plan sponsors, reporting and record keeping requirements, eligib... Read More

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,... Read More

This CLE webinar will provide employee benefits and ERISA counsel a detailed analysis of the current state of gender-affirming care and navigating the challenges faced by health plan sponsors and administrators. The panel will discuss applicable federal regulations that must be considered, including... Read More

This CLE course will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group liability and successor employer rules under ERISA, the IRC, and the case law, as well as methods to limit claims and reduce the risk of buyer liabili... Read More

This CLE course will provide counsel with a thorough and practical guide to pursuing out-of-network payment claims under ERISA and state law theories. The panel will outline the conditions under which providers generally succeed in obtaining reimbursement for out-of-network claims under Section 502(... Read More

This CLE webinar will provide guidance to employee benefits counsel on key compliance challenges in the design and administration of 403(b) and 457(b) plans and methods to overcome them. The panelist will discuss complex rules and pitfalls to avoid in plan design, key administrative challenges, and... Read More

This CLE webinar will provide ERISA counsel and plan fiduciaries an in-depth analysis of recent court cases and their impact on ERISA litigation. The panel will discuss the issues presented since the Supreme Court's decision in Hughes v. Northwestern Univ. The panel will also discuss critical challe... Read More

This CLE webinar will provide employee benefits counsel and employers guidance on the impact of the new DOL final rule regarding worker classification on retirement plan participation and healthcare coverage. The panel will discuss the new six-factor test for assessing employee versus independent co... Read More

This CLE course will discuss the new wave of retirement plan litigation involving fiduciary conduct relating to 401(k) plans. The program will review the cases filed to date, legal theories raised, defenses, settlements, dismissals, and the current state of the litigation. The panel will also discus... Read More

This CLE course will provide counsel with guidance on structuring employee severance or separation agreements to comply with Section 409A's restrictions on deferred compensation. The panel will discuss key provisions of severance and separation agreements, application of Section 409A and available e... Read More

This CLE webinar will provide guidance on how to successfully litigate and defend claims under the Mental Health Parity and Addiction Equity Act ("MHPAEA"). The panel will discuss the requirements of MHPAEA for group health plans, recent litigation and DOL enforcement actions involving the MHPAEA an... Read More

This CLE webinar will guide ERISA counsel to manage the legal challenges of ERISA preemption rules and their impact on litigating employee benefit claims and retirement and health plan administration. The panel will discuss the application of federal rules, recent court decisions, causes of action,... Read More

This CLE webinar will provide ERISA counsel an in-depth analysis of key issues and drafting considerations for the inclusion of ERISA arbitration and class action waivers in ERISA plans. The panel will discuss legal theories and results from recent court rulings and recurring issues, critical provis... Read More

This CLE course will provide employee benefits counsel, plan sponsors, and administrators guidance on identifying critical retirement plan issues and correction methods. The panel will discuss IRS self-correction rules and procedures and the primary focus areas of IRS and DOL examinations and audits... Read More

This CLE webinar will provide employee benefits and corporate attorneys with an in-depth analysis of the challenges and planning considerations for executive compensation for a pre-IPO company. The panel will discuss long-term incentive plan design, shareholder considerations, IPO equity awards, cha... Read More

This CLE webinar will provide employee benefits counsel and plan sponsors guidance on new IRS regulations for 401(k) eligibility for long-term part-time (LTPT) employees. The panel will discuss key provisions of the new IRS regulations and the impact on eligibility and participation requirements, de... Read More

This CLE webinar will guide employee benefits counsel in understanding the practical implications for retirement plan sponsors, advisers and other service providers of the U.S. Department of Labor's (DOL) proposed regulation defining who is an investment advice fiduciary for purposes of ERISA. The p... Read More

This CLE course will provide counsel with guidance on structuring change in control (CIC) arrangements in executive employment agreements. The panel will discuss strategies for negotiating and drafting CIC agreements that minimize employee taxes and protect employer deductions while furthering compa... Read More

This CLE course will provide benefits counsel with guidance on structuring and negotiating equity compensation arrangements and employment agreements for startups and emerging growth companies. The panel will offer strategic approaches for using these vital tools to attract talent to build and grow... Read More

This CLE webinar will provide employee benefits counsel a comprehensive analysis of evolving compliance challenges for employer-sponsored health and welfare plans. The panel will discuss key areas of focus of Department of Labor (DOL) audits, significant compliance issues for health plan sponsors un... Read More

This CLE webinar will update ERISA counsel, plan sponsors, and third-party administrators on a potential new wave of challenges to ERISA group health plan administration. The panel will discuss the recent challenges to fees and expenses charged by health plan service providers, highlighting novel la... Read More

This CLE course will provide employee benefits counsel and advisers with a detailed review of the ERISA, IRS, and DOL regulations to consider in structuring deferred compensation plans. The panel will outline the existing regulations, critical considerations for 2023 and beyond, compliance strategie... Read More

This CLE webinar will provide employee benefits counsel and plan fiduciaries an in-depth analysis of the challenges faced by plan sponsors and administrators since the U.S. Supreme Court's decision in Dobbs v. Jackson Women's Health Organization and the overturning of Roe v. Wade. The panel will dis... Read More

This CLE course will guide counsel on procedures and fiduciary responsibilities in employee stock ownership plan (ESOP) sales transactions, review recent court rulings, and offer tactics for handling litigation involving ESOPs. David Johanson will discuss best practices in satisfying fiduciary dutie... Read More

This CLE webinar will provide employee benefits counsel with a comprehensive analysis of SECURE 2.0 year-end compliance challenges for employer-sponsored retirement plans. The panel will discuss required steps and compliance stemming from SECURE 2.0, navigating participant contributions and distribu... Read More

This CLE course will provide guidance to plan fiduciaries, ERISA counsel, and service providers on trends in data breaches of ERISA benefit plans, discuss the current scope of fiduciary obligations and best practices to protect benefit plan data, and review risk mitigation considerations. Read More

This CLE course will provide ERISA counsel, ESOP trustees, selling shareholders, and plan sponsors guidance on employee stock ownership plan (ESOP) transactions and compliance issues in light of the recent IRS notice on ESOPs. The panel will discuss (1) rules and procedures governing fiduciary dutie... Read More

This CLE webinar will provide plan sponsors and employee benefits counsel with a detailed analysis of the legal requirements, risks, and challenges with establishing 401(k) plans for small businesses. The panel will discuss applicable rules and regulations for 401(k) plan structures and operations,... Read More

This CLE course will prepare counsel representing private equity funds and private equity professionals to meet the challenges under ERISA that apply to fund managers who are responsible for investing the assets of a fund that holds ERISA plan assets. The program will cover the impact on private equ... Read More

This CLE webinar will provide ERISA counsel, plan administrators, and employers guidance on new rules for retirement plans under SECURE Act 2.0. The panel will discuss key provisions of the SECURE Act 2.0, including new distribution options, along with the Act's impact on other retirement plan requi... Read More

This CLE webinar will provide employee benefits counsel guidance on the ins and outs of freezing, modifying, or terminating defined benefit plans (DB plans) and other available options to reduce the costs and risk factors of DB plans. The panel will discuss a variety of options to reduce the adminis... Read More

This CLE webinar will provide employee benefits counsel a detailed analysis of current issues in structuring executive compensation arrangements. The panel will review the impact of recent regulations, pay-for-performance disclosures, challenges of retention-based compensation, clawback provisions,... Read More

This CLE webinar will provide benefits counsel and advisers with guidance on overcoming challenges in ensuring compliance with the Mental Health Parity and Addiction Equity Act (MHPAEA) rules and requirements for plan sponsors and insurers. The panel will discuss the requirements of MHPAEA for healt... Read More

This CLE course will provide employee benefits counsel and advisers with a detailed review of the regulations under 409A. In addition, the panel will outline the existing 409A regulations, address lingering questions under tax reform, and review compliance/exemption strategies. Read More

This CLE/CPE will provide executive compensation and employee benefits attorneys an in-depth analysis of the rules and key considerations for incorporating restricted stock units (RSUs) in long-term incentive compensation plans. The panel will discuss the advantages and disadvantages of accelerating... Read More

This CLE webinar will provide employee benefits counsel, plan sponsors, and administrators an in-depth analysis of the new rules for retirement plan corrections under the SECURE 2.0 Act of 2022 ("SECURE 2.0"). The panel will also discuss the primary areas of focus of IRS and DOL examinations and aud... Read More

This CLE course will discuss the current landscape of retirement plan investment and fee litigation. The discussion will focus on the offering of proprietary investment products and services in financial service company plans, and similar investment and fee litigation arising from the offering of in... Read More

This CLE/CPE course will offer advisers and counsel a review of the tax implications of executive and employee compensation in the context of a merger, acquisition, or sale of a business or business unit. The panel will provide best practices for counsel to avoid tax pitfalls in structuring and impl... Read More

This CLE webinar will provide employee benefits counsel and health plan sponsors an in-depth analysis of the recent court ruling in Braidwood Management v. Becerra regarding preventive care requirements under the Affordable Care Act (ACA). The panel will discuss recent litigation challenging the pre... Read More

This CLE webinar will provide ERISA attorneys with a comprehensive overview of the appeals procedures and strategies for handling ERISA long-term disability claims. The panel will discuss how to file a strong appeal for long-term disability benefits subject to ERISA, protection and rights for long-t... Read More

This CLE course will provide benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will discuss tax consequences, advantages and disadvantages, design and structuring, and implementation considerations. The panel will also ex... Read More

This CLE webinar will provide employee benefits counsel guidance on the use of forfeitures in qualified retirement plans. The panel will discuss recent IRS proposed regulations, timing of use issues, permitted uses, reducing employer contributions and paying plan expenses, forfeitures in defined ben... Read More

This CLE course will provide counsel to employers that contribute to multiemployer pension plans with an in-depth examination of several recent trends related to multiemployer plan withdrawal liability. The panel will discuss the recent court rulings, tips for handling withdrawal liability issues in... Read More

This CLE webinar will guide employee benefits counsel in understanding the implications of recent cases in applying the DOL fiduciary rule for retirement plan sponsors, plan advisers, service providers, and other key groups. The panel will discuss recent court decisions that significantly impact the... Read More

This CLE webinar will provide ERISA counsel guidance on a variety of employee benefit issues when companies are making changes to their workforce. The panel will discuss how workforce modifications can run afoul of Section 409A, the legal ramifications of providing subsidies for health and welfare p... Read More

This CLE webinar will provide guidance to employee benefits counsel on recent ERISA litigation and key issues for plan sponsors and third-party administrators. The panel will discuss the recent lawsuit filed against the DOL regarding ESG rules, fiduciary duty claims, and benefits litigation procedur... Read More

This CLE webinar will guide benefits counsel and employers on critical challenges in designing and implementing nonqualified plans. The panel will discuss the application of Section 409A rules and correcting Section 457(f) errors, the implications of the "income inclusion" regulations, and issues st... Read More

This CLE webinar will provide guidance to ERISA counsel, plan sponsors, and administrators on key problem areas identified by the IRS and DOL in audits and methods to ensure compliance. The panel will discuss missing participants, late payroll deposits, missed employee communications, and other DOL... Read More

This CLE webinar will provide employee benefits counsel with an overview of the provisions of SECURE Act 2.0 (SECURE 2.0) that modify rules governing the design, implementation and administration of tax-qualified requirement plans. The panel will discuss key provisions of SECURE 2.0 relating to auto... Read More

This CLE webinar will provide an in-depth analysis of the new SEC Dodd-Frank clawback rules and challenges stemming from the new rules. The panel will discuss key requirements under the final clawback rules; the impact on incentive-based compensation, reporting, and disclosure requirements; executiv... Read More

This CLE webinar will provide employee benefits counsel, plan sponsors, and asset managers guidance on the new DOL final ESG investments and proxy-related rules. The panel will discuss key provisions of the final rules and challenges, the permissibility of ESG factors in investments, the impact on q... Read More

This CLE course will provide ERISA counsel with a review of controlled group and successor liability theories by which an entity can be held jointly and severally liable for unpaid or underfunded pension liabilities of another entity. Read More

This CLE course will guide ERISA counsel and plan sponsors on applying ERISA fiduciary rules to health and welfare plans. The panel will discuss the complex compliance requirements, determining who are considered fiduciaries for health and welfare plan decisions and transactions, litigation risks, a... Read More

This CLE webinar will provide employee benefits counsel with an overview of the legal and tax issues for equity grants to professional employer organization (PEO) workers. The panel will discuss essential plan design and governance issues, critical tax implications and restrictions, challenges for f... Read More

This CLE webinar will provide employee benefits counsel, plan sponsors, and administrators guidance on key provisions and requirements of the final rules implementing the No Surprises Act (NSA). The panel will discuss the good faith estimate requirements for uninsured or self-pay patients, surprise... Read More

This CLE/CPE course will offer advisors and counsel a review of the tax implications of applying the U.S. golden parachute rules to cross-border transactions. Read More

This CLE course will guide ERISA counsel and employee benefits advisers on leveraging the provisions on required minimum distributions (RMDs) to missing participants of 401(k), 403(b), and other qualified plans. The panel will outline the RMD rules for qualified plans, discuss how to avoid the excis... Read More

This CLE course will discuss the new wave of retirement plan litigation involving fiduciary conduct relating to 401(k) and 403(b) plans. The program will review the cases filed to date, legal theories raised, defenses, settlements, dismissals, and the current state of the litigation. Read More

This CLE/CPE course will guide employee benefits counsel and tax advisers, analyze critical issues in establishing tax-qualified retirement plans, and offer methods to ensure compliance with applicable laws and regulations. Read More

This CLE course will provide class action litigators and fiduciaries with a review of the trends and developments from 2021 to the present in ERISA class action litigation and the impact of recent Supreme Court rulings on the ERISA landscape. The panel will also outline key litigation strategies for... Read More

This CLE course will provide executive compensation and corporate attorneys, and ERISA retirement plan fiduciaries, with an in-depth analysis of the challenges, risks, and planning considerations for providing compensation in cryptocurrency in executive compensation arrangements, and access to crypt... Read More

This CLE course will guide benefits counsel and advisers on the complex mechanisms, procedures, and methods used by the DOL and IRS in examining health and welfare plans of groups and organizations. The panel will discuss the latest DOL and IRS initiatives for investigations and audits, key issues s... Read More

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) of 2021, new mental health p... Read More

This CLE course will discuss the most common errors and how to correct them under the IRS and DOL correction programs: the Employee Plan Compliance Resolution System (EPCRS) and the Voluntary Fiduciary Compliance Program (VFCP). Read More

This CLE course will guide employee benefits counsel on effective methods to comply with Section 4980H of the Affordable Care Act (ACA). The panel will discuss the challenges in classifying employees correctly under the monthly or look-back measurement methods, determining affordability, properly re... Read More

This CLE course will provide ERISA counsel with an analysis of new Department of Labor (DOL) guidance on decisions to invest retirement plan assets in cryptocurrency. The panel will discuss ERISA compliance and general rules for plan investments and exposure for fiduciaries as well as the practical... Read More

This CLE webinar will provide guidance to fiduciaries and employer benefits counsel on key issues and legal considerations for the use of collective investment trusts (CITs) in 401(k) plans and other qualified retirement plan investments. The panel will discuss applicable federal regulations and req... Read More

This CLE course will guide employee benefits attorneys, plan sponsors, and plan administrators and service providers through new price transparency rules for health plans. The panel will discuss key provisions of the final rule; the rule's impact on plan sponsors, insurers, and service providers; re... Read More

This CLE course will guide counsel, advisors, trustees, and administrators on procedures and fiduciary responsibilities in employee stock ownership plan (ESOP) transactions and cover recent court rulings. The panel will discuss best practices in satisfying fiduciary duties in ESOP transactions, lega... Read More

This CLE course will provide ERISA counsel guidance on the prohibited transactions rules and available exemptions under ERISA, with an emphasis on common application of these rules. The panel will discuss critical provisions under ERISA and the Internal Revenue Code (IRC), applicable rules and proce... Read More

This CLE webinar will provide ERISA counsel and plan sponsors guidance on ERISA fiduciary standards and challenges for retirement plans. The panel will discuss the complex compliance requirements, as well as identify fiduciaries for plan decisions and transactions, potential liability stemming from... Read More

This CLE webinar will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group and affiliated group rules under ERISA and the Internal Revenue Code (IRC). The panel will provide an analysis of key provisions under ERISA and the... Read More

This CLE course will examine ERISA fiduciary exceptions to attorney-client privilege, the majority view, and how some jurisdictions differ. The panel will explain best practices for preserving the privilege given conflicting court rulings on when the fiduciary exception applies and when it does not. Read More

This CLE course will provide M&A and in-house counsel with a review of controlled group rules and successor liability theories. An entity can be held jointly and severally liable for the unpaid or underfunded pension liabilities of another entity. Read More

This CLE video webinar will provide ERISA counsel with a review of the advantages and legal risks of health savings accounts (HSAs), flexible savings accounts (FSAs), health reimbursement arrangements (HRAs), and voluntary insurance programs for both employers and employees, and the impact on them o... Read More

This CLE webinar will guide employee benefits and asset management counsel on critical issues and recent developments impacting retirement plan investments. The panel will discuss new proposed regulations for consideration of environmental, social, and corporate governance (ESG) and plan voting, pri... Read More

This CLE course will provide counsel with guidance on structuring employee severance or separation agreements to comply with Section 409A's restrictions on deferred compensation. The panel will discuss key provisions of severance and separation agreements, application of Section 409A and available e... Read More

This CLE webinar will guide ERISA counsel, fiduciaries, and administrators on federal regulation reporting requirements and compliance challenges. The panel will discuss critical issues plan sponsors and administrators face, the impact of the Consolidated Appropriations Act (CAA) of 2021, new mental... Read More

This CLE course will provide employee benefits counsel with a detailed analysis of the types of remedies available under ERISA for benefit claims. The panel will discuss equitable relief under Section 502(a)(3), other key enforcement provisions under ERISA, the scope of relief, procedural strategies... Read More

This CLE course will provide a thorough and practical guide for employers, investors, employee benefits counsel and plan personnel seeking to understand withdrawal liability in general as well as the anticipated impact of the PBGC''s final interim rule on contributing employers that participate in f... Read More

This CLE course will provide ERISA counsel and advisers guidance on the compliance challenges of the DOL fiduciary rule. The panel will discuss recent final DOL guidance for investment advice, issues stemming from IRAs and rollovers, exemptions, conflicts of interest, and more. The panel will also p... Read More

This CLE course will update ERISA counsel, plan fiduciaries, and service providers on recent developments in ERISA fiduciary case law. The panel will discuss ongoing 401(k) excessive fee litigation, stock drop litigation, participant and plan data cases, and other recent litigation trends. The panel... Read More

This CLE/CPE course will provide employee benefits counsel an in-depth analysis of key issues for structuring foreign employees' compensation plans. The panel will discuss designing cross-border employee compensation programs to maximize tax savings. The panel will also discuss compliance for foreig... Read More

This CLE course will provide employee benefits counsel, sponsors, and administrators an in-depth analysis of the impact of the American Rescue Plan Act of 2021 (ARPA) on employee benefit plans. The panel will discuss critical provisions of ARPA for plan sponsors and administrators and the impact on... Read More

This CLE course will provide ERISA counsel and advisers an in-depth analysis of Final Section 4960 regulations on executive compensation rules and tax-exempt organizations' challenges. The panel will discuss the excise tax for certain organizations, aggregation rules, the 50 percent test for related... Read More

This CLE course will provide ERISA and employment counsel, as well as plan sponsors, an in-depth analysis of key issues and drafting considerations for the inclusion of ERISA arbitration and class action waiver provisions. The panel will discuss legal theories and results from recent court rulings,... Read More

This CLE course will provide employee benefits counsel and plan sponsors guidance on key provisions of the 2021 Consolidated Appropriations Act (CAA) impacting retirement and health and welfare plans. The panel will discuss significant rules for money purchase plan distributions, plan terminations,... Read More

This CLE course will guide employee benefits counsel and fiduciaries on the implications of the recent final DOL rule for the exercise of shareholder rights for benefit plans. The panel will discuss key provisions of the rule and potential implications to fiduciaries, ERISA plans and other stakehold... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on structuring pooled employer plans (PEPs) and recent Department of Labor (DOL) final regulations for registration and other rules for PEPs. The panel will discuss key provisions in the final regulations and thei... Read More

This CLE course will provide guidance to ERISA counsel on the recently issued DOL Information Letter and final regulations for private equity investments in defined contribution plans. Read More

This CLE course will provide ERISA counsel and plan fiduciaries a comprehensive understanding of the risks and challenges of a defined benefit plan for sponsors and administrators. The panel will analyze key substantive and procedural issues addressed in recent U.S. Supreme Court rulings and outline... Read More

This CLE course will help ERISA counsel evaluate the adequacy of plan sponsors' liability coverage in light of liability exposures created by the pandemic, economic downturn, recent DOL and IRS regulations, and the Affordable Care Act (ACA). The panel will review the current state of case law discus... Read More

This CLE/CPE course will provide tax advisers with a practical guide to the deferral benefits of Section 83(i) qualified equity grant election contained in the 2017 tax reform law. The panel will detail what constitutes a qualified grant of stock eligible for deferral treatment, discuss the mechanic... Read More

This CLE course will guide employee benefits attorneys on structuring student loan repayment benefit programs. The panel will discuss recent legislation, IRS guidance, applicable rules, and important design considerations for employers, including the challenges in offering a student loan repayment p... Read More

This CLE course will guide ERISA counsel and advisers on critical challenges and ramifications of the applicable rules for fiduciaries and new revisions from the Department of Labor (DOL). The panel will discuss new standards, essential steps for counsel and advisers, significant responsibilities fa... Read More

This CLE course will provide ERISA counsel and advisers an in-depth analysis of the executive compensation rules and challenges for tax exempt organizations. The panel will discuss key provisions of new IRS proposed regulations for Section 4960, determining covered employees, aggregation rules, and... Read More

This CLE course will provide ERISA counsel and advisers an in-depth analysis of the use of actuarial assumptions in defined benefit plans. The panel will discuss the current litigation landscape and developments in the cases that challenge plan actuarial equivalence factors. The panel will also revi... Read More

This CLE course will provide employee benefits counsel with an in-depth analysis of the nuances and potential compliance traps with respect to the CARES Act retirement plan distribution and loan provisions. The panel will discuss recent IRS guidance regarding coronavirus-related distributions and lo... Read More

This CLE course will provide employee benefits counsel with an in-depth analysis of recently IRS rules for Section 125 cafeteria plans and challenges for plan sponsors and administrators. The panel will discuss key provisions of recently issued IRS Notice 2020-29 and Notice 2020-33, the timing of el... Read More

This CLE course will provide ERISA attorneys and litigators an in-depth analysis of the recent wave of lawsuits filed against 401(k) plans and service providers, including what's at issue, common allegations, and key defenses and consideration. The webinar will also address recent U.S. Supreme Court... Read More

This CLE course will provide guidance to ERISA counsel on the key provisions of the new Department of Labor (DOL) rules regarding electronic disclosures for ERISA-covered retirement plans. The panel will discuss the new alternative safe harbor, notice requirements, website standards, and key next st... Read More

This CLE course will guide employee benefits counsel on potential pension withdrawal and shutdown liability issues and other legal implications of furloughs and layoffs. Read More

This CLE course will provide employee benefits counsel an in-depth analysis of new DOL and IRS regulations for employee benefits plans impacting plan sponsors and administrators, participants, and beneficiaries. The panel will discuss recently issued DOL and IRS relief for retirement, health and wel... Read More

This CLE course will provide guidance to counsel for plan fiduciaries and companies on avoiding and defending ERISA class claims that allege breach of fiduciary duty related to the selection and administration of investment plans. The panel will discuss the latest trends, analyze key substantive and... Read More

This CLE course will provide employee benefits counsel, sponsors, and administrators an in-depth analysis of the impact of the Coronavirus Aid, Relief, and Economic Security (CARES) Act on employee benefit plans. The panel will discuss critical provisions of the CARES Act for plan sponsors and admin... Read More

This CLE course will provide employee benefits counsel with guidance on the use of private company liquidity bonus plans to increase incentive and retain current employees. The panel will outline the mechanics of these compensatory arrangements, also known as carve-out plans, discuss strategic consi... Read More

This CLE course will guide employee benefits attorneys and advisers on critical issues and challenges of COVID-19 on employee health and welfare plans and administration. The panel will discuss the impact of the coronavirus pandemic on employee benefits, the new Families First Coronavirus Response A... Read More

This CLE course will prepare employee benefits counsel to advise employers and third-party service providers on negotiating and drafting administrative services agreements for health and welfare plans. The panel will discuss practical legal and business considerations, ERISA fiduciary issues, critic... Read More

This CLE course will guide ERISA counsel, plan sponsors, and administrators on critical issues and requirements stemming from recent healthcare reform impacting employee benefits. The panel will discuss updates regarding ACA rules and regulations, recent state insurance mandates, necessary plan chan... Read More

This CLE course will guide ERISA counsel, plan sponsors, and employers on the impact of the SECURE Act on retirement plans (including 401(k), 403(b), and defined benefit pension plans) and critical challenges for ERISA compliance. The panel will discuss key provisions of the SECURE Act and key plan... Read More

This CLE course will guide ERISA counsel, employers, and plan administrators on the critical compliance and litigation challenges of administering benefit claims. The panel will discuss key issues in modifying plan documents and SPDs in light of recent litigation, avoiding mishaps in the assignment... Read More

This CLE course will guide ERISA counsel and employers through the numerous and complex rules with reference to the most recent Tri-Agency guidance. The panel will discuss the recent expansion of HRAs and rules for developing and implementing the new plan designs for employers, notice and claim admi... Read More

This CLE course will provide guidance to ERISA counsel on key issues in the application of employee releases in ERISA claims and litigation. The panel will discuss recent court cases applying and interpreting employee release provisions in employment and severance agreements, ERISA requirements and... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators an in-depth analysis of the legal issues that arise from terminated employees and retirees under ERISA. The panel will discuss critical considerations regarding the rights of terminated employees and retirees under ERISA,... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators a detailed analysis of the new IRS final regulations for hardship distributions for 401(k) and 403(b) plans. The panel will discuss key provisions of the final rules, necessary amendments for retirement plan documents, adm... Read More

This CLE course will guide ERISA counsel, plan sponsors, and administrators upon discovering unauthorized workers in retirement plans. The panel will discuss ERISA and DOL guidance, factors to consider under the Internal Revenue Code, tax reporting and withholding issues for U.S. and non-U.S. person... Read More

This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on the Department of Labor's recent final regulations on multiple employer plans (MEPs). The panel will discuss key provisions in the final regulations and their impact on small and mid-size employers; factors in... Read More

This CLE course will guide ERISA and benefits counsel on the rules and challenges associated with developing and implementing an association health plan (AHP) for small and large groups. The panel will discuss recent regulatory and judicial developments, ACA requirements, and best practices for ERIS... Read More

This CLE course will guide ERISA counsel on the key terms and provisions of the recently issued final regulations on health reimbursement arrangements (HRAs). The panel will discuss new HRA options such as the Individual Coverage and Excepted Benefit HRAs, notice requirements and potential administr... Read More

This CLE/CPE course will provide ERISA counsel and advisers an in-depth analysis of the executive compensation rules and challenges for tax-exempt organizations. The panel will discuss the 21 percent excise tax for certain organizations, new Section 4960 regulations, IRS Notice 2019-09, aggregation... Read More

This CLE course will provide counsel with a review of ERISA requirements for written plan documents and summary plan descriptions (SPDs). The panel will explain how plan sponsors and their counsel can create a wrap plan and SPD documents as an effective and cost-efficient means of ensuring complianc... Read More

This CLE course will provide guidance to ERISA counsel on the compliance challenges of safe harbor 401(k) plans. The panel will discuss key regulatory issues, compliance testing, notice requirements, effective safe harbor contribution provisions, and key planning methods to avoid compliance traps fo... Read More

This CLE course will provide perspectives and experiences to help counsel navigate through employee benefits issues in mergers and acquisitions that are often overlooked and can materially affect the value of a transaction. To avoid unexpected liability, benefits counsel must be familiar with the co... Read More

This CLE course will provide ERISA counsel and advisers guidance on the new IRS procedures for correcting benefit plan mistakes and errors for plan sponsors and administrators. The panel will discuss the recent changes to the IRS Employment Plans Compliance Resolution System (EPCRS), available optio... Read More

This CLE course will guide ERISA counsel to manage the legal challenges of ERISA preemption rules and their impact on retirement and health plan administration. The panel will discuss application of federal rules, recent court decisions, causes of action, and key considerations and litigation techni... Read More

This CLE course will provide ERISA and asset management counsel with a review of due diligence practices for fund managers, trustees and plan administrators. The panel will offer best practices to mitigate regulatory scrutiny and lawsuits by plan participants. Read More

This CLE course will provide ERISA counsel and plan administrators guidance on the legal risks of cross-plan offsetting. The panel will discuss recent court decisions, fiduciary obligations of plan sponsors, oversight of third-party administrators (TPAs) engaging in cross-plan offsetting, limiting l... Read More

This CLE course will guide employee benefits counsel and ERISA plan fiduciaries on ERISA litigation prevention and defense strategies. The panel will discuss recent court cases and settlements, conducting requests for proposals (RFPs), assessing fee arrangements and handling excessive fee claims, re... Read More

This CLE course will guide benefits counsel and advisers on recent rules and regulations in providing fringe benefits to employees and avoiding dangerous and costly issues that arise regarding such benefits including personal liability under ERISA. The panel will discuss key considerations in struct... Read More

This CLE course will provide counsel and benefits advisers with a comprehensive overview of the DOL final rule regarding disability claims regulations and new procedures. The panel will discuss the impact of the final rule on employee benefits and nonqualified compensation plans and provide best pra... Read More

This CLE/CPE course will provide employee benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will review the impact of the new tax reform, discuss tax consequences, advantages and disadvantages, design and structuring, and... Read More

This CLE course will guide benefits counsel, advisers, and plan administrators on methods to avoid benefits and compensation pitfalls for closely held businesses. The panel will discuss the compliance and administrative challenges in offering and providing health insurance, 401(k) plans, fringe bene... Read More

This CLE course will offer advisers and counsel a review of the tax implications of executive and employee compensation in the context of a merger, acquisition, or sale of a business or business unit. The panel will provide best practices for counsel to avoid tax pitfalls in structuring and implemen... Read More

This course will guide ERISA counsel and advisers on the legal challenges and potential opportunities for retirement plan sponsors after the Supreme Court's decision in Epic Systems. The panel will discuss critical issues decided in Epic Systems, the potential impact on benefit and fiduciary claims,... Read More

This CLE course will guide counsel on new limits on executive compensation stemming from recent IRS regulations expanding deduction limitations and related rules. The panel will discuss new IRS regulations on Section 162(m), the expanded definition of "covered employees," grandfathering rules for sp... Read More

This CLE course will provide ERISA counsel and advisers guidance on direct contracting between employers and healthcare providers. The panel will discuss the ERISA challenges associated with direct contracting for health benefits, practical and legal considerations in negotiating and drafting agreem... Read More

This CLE course will prepare counsel to advise clients on negotiating and entering into service provider agreements for retirement plans. The panel will discuss some practical business concerns and possible best practices. Read More

This CLE course will provide ERISA counsel and plan sponsors guidance on advanced structuring techniques for ESOP transactions. The panel will discuss options for counsel and plan sponsors pursuing ESOP transactions to address complex legal obstacles, the use of warrants and clawbacks, financing alt... Read More

This CLE course will provide counsel and compliance professionals guidance on the reporting and disclosure requirements of employee benefit plans under ERISA. The panel will examine the rules that require reporting financial and other plan information to various agencies, statutory exclusions and ex... Read More

This CLE course will guide ERISA counsel and plan sponsors on regulations governing 401(k) plan loans and defaults. The panel will discuss the challenges and issues faced by plan sponsors regarding plan loans under ERISA, implications of tax reform on plan loan offset amounts, techniques for handlin... Read More

This CLE course will provide employee benefits counsel and plan sponsors a detailed analysis of practical methods for creating and implementing claims procedures in accord with Section 503 of ERISA and DOL regulations. The panel will discuss ERISA requirements for establishing claims procedures, imp... Read More

This CLE course will guide employee benefits counsel and advisers on practical methods and best practices in structuring severance plans in compliance with ERISA. The panel will discuss what makes a severance plan subject to ERISA, requirements to avoid penalties, Section 409A considerations, and th... Read More

This CLE course will provide ERISA counsel with a comprehensive understanding of fiduciary litigation and the risks and challenges of defined contribution plan sponsors and administrators. The panel will discuss the necessary methods of selecting plan investments, monitoring fee structures, defendin... Read More

This CLE course will guide ERISA attorneys and general counsel on issues regarding compliance and 401(k) investment managers, including appointment and monitoring by plan sponsors. Our experienced panel will provide an overview of critical aspects of regulations under ERISA and provide insight into... Read More

This CLE/CPE course will provide employee benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will review the impact of the new tax reform law passed in late 2017. The panel will discuss tax consequences, advantages and dis... Read More

This CLE course will provide ERISA counsel and litigators with a review of situations in which Sec. 510 claims often arise, the substantive and procedural challenges in litigating these claims, and damages and remedies under Sec. 510. Read More

This CLE course will prepare employee benefits counsel to negotiate and draft pharmacy benefit manager (PBM) agreements for employee health plans. The panel will discuss how to maximize prescription coverage savings, draft agreements that guarantee transparency and plan sponsor oversight, and avoid... Read More

This CLE course will discuss the IRS' changes to its determination letter process limiting the ability of employers with customized benefits plans to obtain a determination letter, and new procedures for employers to ensure their plans maintain their tax-exempt status. The program will also discuss... Read More

This CLE/CPE course will provide an overview of the statutory and regulatory rules and government guidance, and practical considerations, practice pointers and tips for structuring the compensation. They will describe the various types of equity and nonqualified deferred compensation commonly part o... Read More

This CLE course will provide ERISA, compensation and HR counsel with strategies for structuring and negotiating executive employment agreements. The panelists will discuss considerations and best practices when drafting provisions regarding compensation, severance, restrictive covenants and other ke... Read More

This CLE course will discuss regulatory compliance issues for robo-advisers who provide investment advice and discretionary management services to ERISA retirement plans and IRAs. Discussion will include ERISA's fiduciary and prohibited transaction provisions, the Code's probited transaction provisi... Read More

This CLE course will provide guidance to executive compensation, corporate counsel and SEC for preparing clients to comply with the SEC's new Pay Ratio Disclosure Final Rule, for compensation paid in fiscal years beginning Jan. 1, 2017. Most public companies will need to include this disclosure in t... Read More

This CLE course will discuss the new wave of retirement plan litigation targeting Section 403(b) plans. The program will review the cases filed to date, legal theories raised, defenses, dismissals and the current state of the litigation. The program will review how prior 401(k) claims are instructiv... Read More

This CLE course will provide ERISA and asset management counsel with a review of effective due diligence practices for institutional investors from both a legal and economic perspective. The panel will offer risk mitigation best practices at a time of increased government scrutiny and lawsuits by pl... Read More

This CLE course will provide ERISA counsel and advisors with a thorough and practical guide to structuring hybrid cash balance pension plans and converting current defined benefit plans to cash balance plans. The panel will detail optimal scenarios for establishing a cash balance plan, identify inte... Read More

This CLE course will provide practical guidance on meeting the challenges posed by the reportable events rules, with a focus on how those rules interact with the PBGC's Early Warning Program. Read More

This CLE course will offer guidance to employee benefits counsel on the complex legal and tax challenges of designing pension, health and welfare plans for inpatriates and expatriates working for multinational companies. The program will include a discussion of the new regulations on excepted health... Read More

This CLE/CPE course will provide guidance to employee benefits counsel on preparing employers for 2016 Affordable Care Act (ACA) information reporting, which must be filed in early 2017. Using lessons from 2015 reporting as a roadmap for the discussion, the panel will discuss the anticipated elimina... Read More

This CLE course will discuss the current state of the law regarding the ERISA church plan exemption and provide guidance for church-affiliated employers--primarily healthcare providers and schools--for evaluating the structure, operation, and funding levels of their pension plans in light of increas... Read More

This CLE course for employee benefits counsel will explore the U.S. Supreme Court's ruling in M&G Polymers USA v. Tackett and federal district court rulings interpreting and applying Tackett over the past year. The panel will explore the sometimes divergent conclusions reached by courts addressing t... Read More