ABA Joint Committee on Employee Benefits’ 27th Annual National Institute on ERISA Basics

Morgan Lewis partners Deborah Davidson, Andy Anderson, and David Ackerman will present at the ABA Joint Committee on Employee Benefits' 27th Annual National Institute on ERISA Basics. Ms. Davidson also serves as program co-chair.

When:
Conference  |  October 16–18, 2013

Where:
American Bar Association
321 North Clark Street
Chicago, IL 60654

Program Schedule:

Wednesday, October 16, 2013

8:30 am

Welcoming Remarks and Overview of Program

Program Co-Chairs:

• Deborah Davidson, Morgan, Lewis & Bockius LLP
• Lisa M. Gomez, Cohen, Weiss and Simon LLP
• Karen E. Mock, Senior Trial Attorney, Office of the Solicitor, U.S. Department of Labor

11:40 am

Fiduciary Standards-Part I

This session will address ERISA's complex definition of fiduciary and set forth basic fiduciary duties, including duties of loyalty and prudence. It will also discuss the responsibilities entailed in investing plan assets, and the difference between a plan sponsor and plan fiduciary.

• Deborah Davidson, Morgan, Lewis & Bockius LLP
• William M. Kinney, Asher, Gittler & D'Alba,Ltd.
• Margo Hasselman, Lewis, Feinberg, Lee, Renaker & Jackson, PC
• Karen E. Mock, Senior Trial Attorney, Office of the Solicitor, U.S. Department of Labor (invited)

2 pm

Fiduciary Standards-Part II

Continuing from session one, this session will discuss prohibited transactions, a technical ERISA concept, remedies for fiduciary breaches and pointers for compliance with the statute's mandates.

• Deborah Davidson, Morgan, Lewis & Bockius LLP
• Margo Hasselman, Lewis, Feinberg, Lee, Renaker & Jackson, PC
• Christine Z. Heri, Regional Solicitor, Office of the Solicitor, U.S. Department of Labor
• William M. Kinney, Asher, Gittler & D'Alba, Ltd.

Friday, October 18, 2013

10:05–10:55 am

Option I: ACA

This session addresses the ongoing compliance issues raised by the Affordable Care Act, including possible areas that may lead to litigation. Panelists will also review the ACA's continued impact and issues for employers, employees, and unions.

• Andy R. Anderson, Morgan Lewis & Bockius LLP
• Denise M. Clark, Clark Law Group, PLLC
• Laura M. Finnegan, Baum Sigman Auerbach & Neuman, Ltd.
• Timothy Hauser, Associate Solicitor, U.S. Department of Labor (invited)

Option III: ESOPs

This session provides an overview of the legal and operational requirements for a qualified Employee Stock Ownership Plan (ESOP), including some design alternatives and planning and fiduciary duty considerations.

• David Ackerman, Morgan Lewis & Bockius LLP
• Karen E. Mock, Senior Trial Attorney, Office of the Solicitor, U.S. Department of Labor (invited)
• Nina Wasow Lewis, Feinberg, Lee, Renaker & Jackson, PC

CLE Credit:
Please see event details for CLE information.