ERISA Boot Camp: A Crash Course on the Nuts and Bolts of ERISA Benefit Plans, Claims, Settlements, Cases, and More Need-to-Know Takeaways

Nov 22, 2019 2:30pm – 4:30pm

Marina Llata
Assistant Vice President-Claims Manager, D&O/FI-Fiduciary
Axis Insurance

Geoffrey W. Heineman
Ropers Majeski Kohn & Bentley PC

Whether you are a new practitioner or more senior-level seeking a refresher, learn the core elements of ERISA benefit plans and litigation from start to finish. As benefit plans vary in scope, gain insights on the “ins and outs” of the ERISA litigation timeline from the time the case is filed to final adjudication. Key factors such as procedural motions, discovery, standing, statute of limitations challenges, settlement, and trial outcomes will be discussed.

Topics of discussion include:

  • What are the key substantive requirements of ERISA and parallel IRS Code?
  • Assessing different types of employee benefit plans – defined benefit plans, defined contribution, and health & welfare plans
  • Key federal agencies involved in ERISA matters, their roles and jurisdictions
  • Identifying the most significant landmark ERISA litigation cases
  • Statute of limitations for ERISA cases
  • Statute of limitations for ERISA cases
  • Key factors to consider for standing challenges
  • The most common types of claims in ERISA
  • Procedural requirements for ERISA litigation cases
    • Core elements of drafting procedural motions
  • Outlining different remedies for ERISA litigation outcomes