Employee Benefits and Pensions Law for Employment Lawyers
Employment lawyers work with employers and employees throughout every aspect of employment. As such, the lawyer faces certain rights and responsibilities under ERISA and related employee benefit statutes and regulations. In litigation, employee benefits should be considered in evaluating damages or finalizing settlements. The panel of employee benefit experts will outline for employment lawyers the types of issues that typically arise when crafting employment contracts, severance agreements, or finalizing settlements of employment disputes, and working through mergers and acquisitions and recent cases that highlight how the failure to consider such issues have negative implications on employee benefits and rights under ERISA, as well as creating confusion in plan administration.
Defined benefit plans have changed dramatically since ERISA was enacted in 1974. Employer sponsored group life, health, and disability benefit plans continue to evolve and become more complex legally and in design. This webinar will focus upon the legal and regulatory aspects influencing these developments as they relate to the duties and responsibilities of employment lawyers.
Key topics include:
- Employee Benefit Issues in Mergers and Acquisitions
- ACA and ERISA 510 claims
- COBRA Issues in Employee Terminations
- COBRA and Health Care Reform
- Gross Misconduct under COBRA
Patricia L. Beaty, Shareholder
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
- Employee Benefits in Mergers/Acquisitions and
- ACA and ERISA 510
Stanley D. Prybe, Attorney
Ulmer & Berne LLP
- COBRA Basics Refresher
- COBRA Changes in 2014
- COBRA and Heath Care Reform
- COBRA Case Studies – Gross Misconduct
Who Should Attend:- Human Resources (HR) Managers
- Pension Managers
- HR lawyers and Counsel
- Tax Specialists
- Pension Lawyers
Patricia Beaty concentrates her practice in the area of employee benefits and executive compensation. She has experience in the design, implementation and administration of single employer and multiemployer defined benefit plans as well as money purchase, profit sharing, stock bonus, employee stock ownership, performance plans, non-qualified deferred compensation plans, 401(k) and 403(b) plans, Section 125 “cafeteria” plans and Voluntary Employees’ Beneficiary Association trusts (VEBAs). Ms. Beaty also has experience in auditing plans for compliance failures and represents the firm’s clients before the Internal Revenue Service and the Department of Labor on a variety of issues, including audits by both agencies and correction of operational failures under the Internal Revenue Service Employee Plans Compliance Resolution System and fiduciary issues under the Department of Labor’s Voluntary Fiduciary Correction Program. Her further experience involves working with clients on issues relating to fiduciary compliance under the Employee Retirement Income Security Act of 1974 (ERISA), QDROs, COBRA, HIPAA, new comparability or “cross tested” plans, cash balance plans and recent legislation affecting all aspects of employee benefits.
Patricia Beaty concentrates her practice in the area of employee benefits and executive compensation. She has experience in the design, …
Stan is an attorney in the Employee Benefits Group at Ulmer & Berne LLP, which has been recognized among the 2015 Best Lawyers’ Best Law Firms in Employee Benefits (ERISA) Law and Litigation. Stan has experience in the establishment, qualification, and maintenance of all types of employee benefit plans. He has assisted with advising clients on employee benefit compliance issues, privacy and data security issues under HIPAA, issues affecting medical and other welfare benefits, benefit issues associated with mergers and acquisitions, executive compensation issues, issues related to individual retirement accounts, and ERISA issues generally. Stan also has experience in corporate and general business matters, including the negotiation and documentation of the sale and purchase of businesses. Stan is involved in the Ohio State Bar Association and the Cleveland Metropolitan Bar Association and on the Associate Board of the Greater Cleveland Sports Commission.
Stan is an attorney in the Employee Benefits Group at Ulmer & Berne LLP, which has been recognized among the …
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Method of Presentation:
On-demand Webcast (CLE)
NASBA Field of Study:
NY Category of CLE Credit:
Areas of Professional Practice
2.0 CPE (Not eligible for QAS (On-demand) CPE credits)
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About Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Ogletree Deakins is one of the largest labor and employment law firms representing management in all types of employment-related legal matters. The firm has more than 750 lawyers located in 46 offices across the United States, in Europe, and in Mexico. Ogletree Deakins is the “Law Firm of the Year” in both the Employment Law – Management and Labor Law – Management categories in the 2014 edition of the U.S. News – Best Lawyers® “Best Law Firms” list. In addition to handling labor and employment law matters, the firm has thriving practices focused on business immigration, employee benefits, and workplace safety and health law. Ogletree Deakins represents a diverse range of clients, from small businesses to Fortune 50 companies.
About Ulmer & Berne LLP
Ulmer & Berne, established in 1908, is a full-service law firm focused on exceeding client expectations and delivering superior, customized legal solutions for an exceptional value. Its more than 190 attorneys, located in Cincinnati, Chicago, Cleveland and Columbus, serve as counselors and partners to a wide range of clients to help them solve their business challenges and achieve their goals. The firm represents publicly traded and privately held companies, financial institutions, hedge funds, private equity funds, pharmaceutical companies, international joint ventures and affiliations, investor groups, family offices, start-ups and emerging businesses, public bodies and nonprofit organizations. For more information, please visit ulmer.com.