On-Demand   On-Demand Web Programs

ERISA: The Evolving World 2013

Released on: Aug. 20, 2013
Running Time: 14:24:14

Running Time Segment Title Faculty Format
[01:37:43] Overview of ERISA Fundamentals, and Tax Qualified Plans Susan P. Serota ~ Pillsbury Winthrop Shaw Pittman LLP
Joseph R. Simone ~ Rubie's Costume Company, Inc.
Robert C. Fleder ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
On-Demand MP3 MP4
[01:45:55] Eligibility, Coverage, Vesting, Distributions Jed W. Brickner ~ Latham & Watkins LLP
David M. Glaser ~ Patterson Belknap Webb & Tyler LLP
Susan E. Bernstein ~ Schulte Roth & Zabel LLP
On-Demand MP3 MP4
[02:45:25] 401(k) Plan Fundamentals, Employer Securities in Qualified Plans, and Fiduciary Responsibility and Prohibited Transactions Arthur H. Kohn ~ Cleary Gottlieb Steen & Hamilton LLP
Ira G. Bogner ~ Proskauer Rose LLP
Joel I. Krasnow ~ Milbank Tweed Hadley & McCloy
Erin K. Cho ~ Davis Polk & Wardwell LLP
Serena G. Simons ~ The Segal Company
Leonard S. Hirsh ~ Global Compliance Director, Citi Pension and Retirement Plans, CITIGROUP
William E. Ryan ~ Evercore Trust Company
On-Demand MP3 MP4
[01:02:06] Determination Letters/IRS and DOL Correction Programs; Reporting and Disclosure Kenneth A. Raskin ~ King & Spalding LLP
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
On-Demand MP3 MP4
[00:46:52] Title IV Defined Benefit Plans Bruce Cadenhead ~ Mercer
On-Demand MP3 MP4
[01:00:41] ERISA Litigation Nicholas J. Pappas ~ Weil Gotshal & Manges LLP
Wendy Schick Dougall ~ Associate General Counsel, American International Group
Denise V. Zamore ~ UnitedHealthcare
On-Demand MP3 MP4
[00:58:50] Executive Compensation/Nonqualified Deferred Compensation/SERPs Regina Olshan ~ Skadden, Arps, Slate, Meagher & Flom LLP
Jeanie Cogill ~ Bingham McCutchen LLP
Colleen M. Hart ~ Jones Day
On-Demand MP3 MP4
[01:04:26] The M&A Transactional Practice Michael J. Segal ~ Wachtell, Lipton, Rosen & Katz
Elizabeth Pagel Serebransky ~ Debevoise & Plimpton LLP
Brian D. Robbins ~ Simpson Thacher & Bartlett LLP
On-Demand MP3 MP4
[02:16:24] A Grab-Bag of Additional Considerations - Welfare Plans and Health Care Reform, Bankruptcy, Accounting, Employment and Labor Laws and Ethics Martha N. Steinman ~ Hogan Lovells US LLP
Marissa Holob ~ Stroock & Stroock & Lavan LLP
Steven J. Friedman ~ Littler Mendelson PC
Harvey D. Cotton ~ Ropes & Gray LLP
Philip E. Deitch ~ PricewaterhouseCoopers
On-Demand MP3 MP4
[01:02:50] Other Perspectives - The Smaller Firm and Inside Counsel - And ERISA in the Headlines Andrew L. Oringer ~ Dechert LLP
Martha N. Steinman ~ Hogan Lovells US LLP
Adam E. Faber ~ Faber Eubanks LLC
Elana Krieger ~ Vice President/Senior Counsel, Viacom
On-Demand MP3 MP4
A working knowledge of the Employee Retirement Income Security Act’s (ERISA) framework is crucial for lawyers, HR practitioners and other professionals in the area of employee benefits and compensation planning. Our experienced faculty of leading practitioners will discuss a broad array of topics, including the basic regulatory framework, the types of plans covered, the requirements for intended tax treatment, fiduciary responsibilities and other issues relating to the investment of plan assets, how to correct errors and the role of the benefits practitioner in the transactional setting. In addition, you will learn about recent IRS, DOL and legislative and judicial developments. The benefits practice also reaches beyond ERISA and the tax laws, and the scope of the program will extend to executive compensation and to related laws other than ERISA and the Internal Revenue Code, such as those covering employment discrimination.

Lecture Topics  [Total time 14:24:14]

Segments with an asterisk (*) are available only with the purchase of the entire program.

  • Opening Remarks and Introduction* [00:03:02]
    Andrew L. Oringer, Andrew L. Gaines
  • Overview of ERISA Fundamentals, and Tax Qualified Plans [01:37:43]
    Robert C. Fleder, Susan P. Serota, Joseph R. Simone
  • Eligibility, Coverage, Vesting, Distributions [01:45:55]
    Susan E. Bernstein, Jed W. Brickner, David M. Glaser
  • 401(k) Plan Fundamentals, Employer Securities in Qualified Plans, and Fiduciary Responsibility and Prohibited Transactions [02:45:25]
    Leonard S. Hirsh, Ira G. Bogner, Erin K. Cho, Arthur H. Kohn, Joel I. Krasnow, Serena G. Simons, William E. Ryan
  • Determination Letters/IRS and DOL Correction Programs; Reporting and Disclosure [01:02:06]
    Kenneth A. Raskin, Jeffrey Ross
  • Title IV Defined Benefit Plans [00:46:52]
    Bruce Cadenhead
  • ERISA Litigation [01:00:41]
    Nicholas J. Pappas, Wendy Schick Dougall, Denise V. Zamore
  • Executive Compensation/Nonqualified Deferred Compensation/SERPs [00:58:50]
    Regina Olshan, Colleen M. Hart, Jeanie Cogill
  • The M&A Transactional Practice [01:04:26]
    Elizabeth Pagel Serebransky, Brian D. Robbins, Michael J. Segal
  • A Grab-Bag of Additional Considerations - Welfare Plans and Health Care Reform, Bankruptcy, Accounting, Employment and Labor Laws and Ethics [02:16:24]
    Martha N. Steinman, Marissa Holob, Steven J. Friedman, Philip E. Deitch, Harvey D. Cotton
  • Other Perspectives - The Smaller Firm and Inside Counsel - And ERISA in the Headlines [01:02:50]
    Adam E. Faber, Andrew L. Oringer, Elana Krieger, Martha N. Steinman

The purchase price of this Web Program includes the following articles from the Course Handbook available online:

  • ERISA: The Evolving World—2013, First-Day Introduction (PowerPoint Slides)
    Andrew L. Oringer
  • Introduction to Tax-Qualified Plans (May 24, 2013)
    Susan P. Serota
  • Introduction to Tax-Qualified Plans (PowerPoint Slides)
    Susan P. Serota
  • Happily Ever After?—Investment Funds That Live with ERISA, for Better and for Worse
    Andrew L. Oringer
  • Coverage Requirements and Minimum Participation Standards for Qualified Plans
    David M. Glaser
  • Vesting
    Jed W. Brickner
  • Distributions from Qualified Plans: The Basic Rules
    Susan E. Bernstein
  • 401(k) Plan Fundamentals (PowerPoint Slides)
    Leonard S. Hirsh, Serena G. Simons
  • Survey of Certain Reported Subprime Cases and Certain Related Litigation
    Andrew L. Oringer
  • The Evolving World of ERISA 2013: An Introduction (PowerPoint Slides)
    Bruce Cadenhead
  • Introduction to Fiduciary Responsibilities and Prohibited Transactions
    Arthur H. Kohn, Erin K. Cho, Ira G. Bogner, Joel I. Krasnow
  • Determination Letters/IRS and DOL Correction Programs
    Kenneth A. Raskin
  • IRS Determination Letters and IRS and DOL Correction Programs (PowerPoint Slides)
    Kenneth A. Raskin
  • Selected Reporting and Disclosure Requirements for ERISA Benefit Plans
    Jeffrey Ross
  • Survey of Certain Recent Cases Involving Allegations of Fiduciary Breaches Regarding the Investment of Employer Stock
    Andrew L. Oringer
  • ERISA Litigation (May 20, 2013)
    Nicholas J. Pappas
  • The Evolving World of ERISA 2013: An Introduction
    Colleen M. Hart, Max J. Schwartz, Regina Olshan
  • Employee Benefits Issues in Mergers & Acquisition Transactions—Qualified Plan Alternatives
    Brian D. Robbins, Elizabeth Pagel Serebransky, Michael J. Segal
  • Employee Benefits Issues in Mergers & Acquisition Transactions Due Diligence and Identifying Compensation and Employee Benefits Issues
    Brian D. Robbins, Elizabeth Pagel Serebransky, Michael J. Segal
  • The M&A Transactional Practice (PowerPoint Slides)
    Brian D. Robbins, Elizabeth Pagel Serebransky, Michael J. Segal
  • Establishing a Health and Welfare Benefit Plan: Issues to Consider
    Harvey D. Cotton
  • Survey of Certain Reported Items Relating to Voluntary Employees’ Beneficiary Associations for Retiree Health Liabilities
    Andrew L. Oringer
  • The Effect of a Release on an ERISA Claim on Behalf of a Plan (May 2013)
    Andrew L. Oringer
  • The Small Firm Perspective
    Adam E. Faber
  • The Small Firm Perspective (PowerPoint Slides)
    Adam E. Faber

Presentation Material

  • PLI – Understanding ERISA
    Andrew L. Oringer
  • Overview of ERISA Fundamentals, and Tax Qualified Plans
    Robert C. Fleder
  • Overview of ERISA Fundamentals
    Susan P. Serota
  • Overview of ERISA Fundamentals, and Tax Qualified Plans
    Joseph R. Simone
  • Distributions from Qualified Plans: The Basic Rules
    Susan E. Bernstein
  • Eligibility, Coverage, Vesting, Distributions
    Jed W. Brickner
  • Fiduciary Responsibilities/Prohibited Transaction
    Ira G. Bogner, Erin K. Cho, Arthur H. Kohn, Joel I. Krasnow
  • 401(k) Plan Fundamentals
    Leonard S. Hirsh, Serena G. Simons
  • 401(k) Plan Fundamentals, Employer Securities in Qualified Plans, and Fiduciary Responsibility and Prohibited Transactions
  • Employer Securities in Qualified Plans
    William E. Ryan
  • Determination Letters/IRS and DOL Correction Programs
    Kenneth A. Raskin
  • Title IV Defined Benefit Plans
    Bruce Cadenhead
  • ERISA Litigation
    Nicholas J. Pappas, Wendy Schick Dougall, Denise V. Zamore
  • Executive Compensation/Nonqualified Deferred Compensation/SERPs
    Regina Olshan,Colleen M. Hart,Jeanie Cogill
  • How Recent Regulatory Changes Will Affect the Structure of Deals
    Elizabeth Pagel Serebransky, Brian D. Robbins, Michael J. Segal
  • A Grab-Bag of Additional Considerations
    Harvey D. Cotton
  • A Grab-Bag of Additional Considerations - Welfare Plans and Health Care Reform, Bankruptcy, Accounting, Employment and Labor Laws and Ethics
    Philip E. Deitch
  • Other Perspectives
    Adam E. Faber
Co-Chair(s)
Andrew L. Gaines ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
Andrew L. Oringer ~ Dechert LLP
Speaker(s)
Susan E. Bernstein ~ Schulte Roth & Zabel LLP
Ira G. Bogner ~ Proskauer Rose LLP
Jed W. Brickner ~ Latham & Watkins LLP
Bruce Cadenhead ~ Mercer
Erin K. Cho ~ Davis Polk & Wardwell LLP
Jeanie Cogill ~ Bingham McCutchen LLP
Harvey D. Cotton ~ Ropes & Gray LLP
Philip E. Deitch ~ PricewaterhouseCoopers
Wendy Schick Dougall ~ Associate General Counsel, American International Group
Adam E. Faber ~ Faber Eubanks LLC
Robert C. Fleder ~ Paul, Weiss, Rifkind, Wharton & Garrison LLP
Steven J. Friedman ~ Littler Mendelson PC
David M. Glaser ~ Patterson Belknap Webb & Tyler LLP
Colleen M. Hart ~ Jones Day
Leonard S. Hirsh ~ Global Compliance Director, Citi Pension and Retirement Plans, CITIGROUP
Marissa Holob ~ Stroock & Stroock & Lavan LLP
Arthur H. Kohn ~ Cleary Gottlieb Steen & Hamilton LLP
Joel I. Krasnow ~ Milbank Tweed Hadley & McCloy
Elana Krieger ~ Vice President/Senior Counsel, Viacom
Regina Olshan ~ Skadden, Arps, Slate, Meagher & Flom LLP
Nicholas J. Pappas ~ Weil Gotshal & Manges LLP
Kenneth A. Raskin ~ King & Spalding LLP
Brian D. Robbins ~ Simpson Thacher & Bartlett LLP
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
William E. Ryan ~ Evercore Trust Company
Michael J. Segal ~ Wachtell, Lipton, Rosen & Katz
Elizabeth Pagel Serebransky ~ Debevoise & Plimpton LLP
Susan P. Serota ~ Pillsbury Winthrop Shaw Pittman LLP
Joseph R. Simone ~ Rubie's Costume Company, Inc.
Serena G. Simons ~ The Segal Company
Martha N. Steinman ~ Hogan Lovells US LLP
Denise V. Zamore ~ UnitedHealthcare

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Related Items

Live Seminars  Live Seminars

ERISA: The Evolving World 2014 (New York, NY) Aug. 4 - 5, 2014

Handbook  Course Handbook Archive

ERISA: The Evolving World 2014  
ERISA: The Evolving World 2013 Andrew L. Oringer, Dechert LLP
Andrew L. Gaines, Paul, Weiss, Rifkind, Wharton & Garrison LLP
 
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