Please Join Us - ERISA Overview – Complimentary Seminar – October 2, 2013


    October 2, 2013
    Edwards Wildman Palmer LLP
    750 Lexington Avenue
    New York, New York 10022

    8:00 am - Registration
    8:30 am - 10:30 am - Program

    This program will offer an overview of the Employee Retirement Income Security Act of 1974 (“ERISA”). It will examine recent cases involving allegations that an insurer or its affiliate violated a fiduciary duty owed to an ERISA plan it serviced, with an emphasis on cases concerning “revenue sharing” with a mutual fund that the plan offers its participants. It is designed for in-house counsel, human resource managers and benefit specialists who focus on employee benefit matters.

    The two-hour program will consist of the following presentations.

    Your First Introduction to ERISA; Why You Should Remember the Name.
    By: Lori A. Basilico and Benjamin Ferrucci

    • What types of plans are covered by ERISA?
    • What are ERISA's reporting and disclosure requirements?
    • Who is an ERISA fiduciary and what are their obligations?

    Recent ERISA Fiduciary Litigation
    By: John A. Houlihan and Patrick Frye

    • How might an insurer or its affiliate be vulnerable to fiduciary liability under ERISA?
    • May a plan’s service provider accept payment from a mutual fund offered to that plan’s participants?

    This course may be used for 2.0 CLE credit hours. Edwards Wildman is an accredited provider of continuing legal education in the State of New York.

    RSVP: Click Here

    There is no charge for attendance at this seminar. Space is limited.

    Explore Additional Topics


    Please understand that your communications with Locke Lord LLP through this website do not constitute or create an attorney-client relationship with Locke Lord LLP. Any information you send to Locke Lord LLP through this website is on a non-confidential and non-privileged basis. Therefore, do not send or include any information in your email that you consider to be confidential or privileged.