ERISA Class Action Avoidance Update: Instituting Class Action Waivers and Mandatory Arbitration of Benefit Disputes

November 3, 2017 11:00am

Laura Tholen
Vice President and Associate General Counsel
Fidelity Investments

Mark Casciari
Partner
Seyfarth Shaw LLP

Gregory F. Jacob
Partner
O'Melveny & Myers LLP

Gregory Brown
Shareholder
Holland & Knight LLP

Gregory Y. Porter
Partner
Bailey & Glasser LLP

  • Key considerations for ERISA plan sponsors in the face of the debate over the enforceability of arbitration agreements with class action waivers
  • Exploring trends in recent Supreme Court rulings on this issue
  • Examining notable lower court rulings regarding the enforceability of arbitration agreements in ERISA documents
  • Weighing the advantages and disadvantages of arbitration in ERISA
  • Assessing procedural matters that plan sponsors should consider before mandating individual arbitration of ERISA claims:
    • Arbitration cost sharing determinations
    • Arbitrator selection and scope of arbitrator authority
    • Structuring discovery