Trends and Updates in ERISA: Critical Issues and Best Practices in Light of Recent Cases
Recording Available: Wednesday, April 08, 2020
The fiscal year 2020 continues to be a dynamic year for employee retirement plans as changes and cases continue to shape the area. Primarily, the U.S. Supreme Court agreed to review three cases relating to the Employee Retirement Income Security Act (ERISA), which involves a range of significant issues. Whereas at the circuit court level, several high-profile lawsuits are emerging that could attract the attention of judges.
With the emerging changes and regulations, critical risks and challenges are expected to arise. And these challenges are expected to be exacerbated by the Coronavirus (COVID-19) pandemic that is escalating recession fears and drawing comparisons to the Global Financial Crisis.
Listen as ERISA litigators Jahnisa Tate Loadholt (Alston & Bird) and Jason S. Cowart (Zuckerman Spaeder) provide the audience with an in-depth analysis of the recent developments in the Employee Retirement Income Security Act (ERISA). As experts, they will also provide practical tips and effective strategies to mitigate potential issues and pitfalls brought by an ever-evolving body of case law.
- Employee Retirement Income Security Act – Enforcement Review
- Trends, Updates, and Recent Developments
- Notable Court Decisions and Cases
- Enforcement Plans and Significant Changes
- Critical Risks, Issues, and Challenges
- COVID-19 Implications
- Tips and Strategies
Jahnisa Tate Loadholt, Senior Attorney
Alston & Bird LLP
Jason S. Cowart, Partner
Zuckerman Spaeder LLP
Your employee stock ownership plan (ESOP) and COVID-19 – perspectives from the plaintiffs’ and defense bar about what you should be doing to protect your ESOP as the COVID-19 recession looms
- What must you disclose: Retirement Plans Comm. of IBM v. Jander (Supreme Court)
- Practical considerations for complying with your fiduciary obligations within the bounds of securities laws.
- What steps should you take, if any, to limit information available to ESOP fiduciaries?
- COVID-19 implications
Excessive Fee cases
- Plaintiffs continue to file these cases.
- Disparate decisions leave more questions than answers.
- Assessing “actual knowledge:” Intel Corp. Inv. Policy Comm. v. Sulyma (Supreme Court)
What does it take to be an ERISA fiduciary?
- Analyzing your service agreements to determine if you are functioning as a fiduciary.
- Teets v. Great-West Life & Annuity Ins. Co. (10th Circuit) vs. Rozo v. Principal Life Ins. Co. (8th Circuit)
- What are your fiduciary duties in light of COVID-19?
- How does this apply to your health and welfare fund?
- Dorman v. Charles Schwab Corporation (9th Cir.)
- What does this mean for ERISA class-action litigation?
Who Should Attend:
- Employee Benefits Lawyers
- Labor and Employment Lawyers
- Human Resource Executives
- Benefits Managers
- Retirement Plan Sponsors
With both federal district and appellate court clerkship experience, Jahnisa tailors her practice toward the needs of clients under government scrutiny or dealing with consumer litigation. Whether a company is impacted by disputes ranging from ERISA to insurance to privacy litigation, or dealing with government investigations, Jahnisa has the experience needed to help resolve such issues.
With both federal district and appellate court clerkship experience, Jahnisa tailors her practice toward the needs of clients under government …
Jason S. Cowart has a broad litigation practice, with a primary focus representing health care providers and their patients in high-stakes disputes with health insurance companies, ensuring that patients are not wrongfully denied treatment and providers are appropriately compensated.
By developing novel legal theories clarifying the rights and remedies provided by ERISA, the Employee Retirement Income Security Act, Jason’s work has dramatically expanded the ability of providers and patients to successfully challenge insurance company claim determinations.
Jason is currently working to redress a number of widespread insurance company practices that exacerbate the financial pressures providers and patients face. These include improper denials due to overly restrictive internal coverage guidelines and coordination of benefit protocols, overbroad application of experimental or investigational exclusions, claim bundling and down-coding, and discrimination against mental health patients.
Jason recently won a landmark victory in a case challenging United Behavioral Health’s mental health and substance use level of care coverage guidelines. Former Congressman Patrick Kennedy, the sponsor of the federal mental health parity act, hailed the case as the “Brown v. Board of Education for the mental health movement,” and CNN identified it as “one of the most important and most thorough rulings ever issued against an insurance company, at the federal level, on mental health issues.”
Jason’s work uncovering and addressing health insurance company misconduct draws upon his extensive experience in complex securities fraud, derivative, and antitrust matters.
Jason S. Cowart has a broad litigation practice, with a primary focus representing health care providers and their patients in …
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Method Of Presentation:
General knowledge of employee benefits law
NY Category of CLE Credit:
Areas of Professional Practice
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About Alston & Bird LLP
Alston & Bird is a leading national law firm whose core practice areas are intellectual property, complex litigation, corporate, and tax, with national industry focuses that include financial services, technology, health care, manufacturing, and life sciences. The firm has built a reputation as one of the country’s best employers, appearing on Fortune magazine’s ranking of the “100 Best Companies to Work For” list for 21 consecutive years, an unprecedented accomplishment among law firms in the United States. The firm has offices in Atlanta, Beijing, Brussels, Charlotte, Dallas, London, Los Angeles, New York, Raleigh, San Francisco, Silicon Valley, and Washington, D.C.
About Zuckerman Spaeder LLP
Zuckerman Spaeder enjoys a reputation as one of the nation’s premier litigation firms. We have earned this reputation by successfully managing high stakes litigation disputes for over four decades. We are known for our trial skill and for our ability to work effectively outside the courtroom to advance our clients’ positions with prosecutors, regulators, and opposing counsel. Our lawyers routinely handle high-profile cases in white-collar defense, government investigations, complex commercial disputes, health care litigation, professional ethics disputes, class actions and a range of other matters. We pursue cutting edge legal theories and find creative solutions to complex legal problems. When the stakes are highest, clients count on Zuckerman Spaeder.