Enforcement of ERISA Rights and Responsibilities

Friday, October 24, 2014
The McDermott Building
500 North Capitol Street, NW
Washington, DC 20001
10:30 a.m. - 5:00 p.m.

Agenda

10:30							Welcome and introductions Karen Ferguson and David Rogers
10:40							Opening remarks Scott Macey and Norman Stein
10:50							Recent Supreme Court rulings on access to courts – Mary Ellen Signorille, Moderator Statutes of Limitations (Heimeshoff v. Hartford Life) – Bill Schmidt Attorney’s Fees (Hardt v. Reliance Standard) – Joel Hurt Related cases and issues – John Houston Pope (Tibble v. Edison), Karen Handorf (David v. Alphin)
11:20							How advocates on all sides view the issues Panel: Susan Hoffman, Ron Dean, Brad Huss, Susan Martin
12:10							A 40-year perspective from ERISA’s drafters Moderator: Jim Wooten Panel: Frank Cummings, Bill Kilberg, Henry Rose
12:30							Lunch
1:00							Remarks by the Honorable Phyllis C. Borzi, Assistant Secretary of Labor
2:00							Recent Supreme Court rulings on obtaining relief – Bob Eccles, Moderator Equitable claims (U.S. Airways v. McCutchen) – John Utz Equitable remedies (Cigna Corp. v. Amara) – Denise Clark Fiduciary responsibilities (Fifth Third Bancorp v. Dudenhoeffer) – Tim Hauser Related cases – Lynn Sarko (Tussey v. ABB), Chris Pistilli (Tatum v. RJR)
2:50							How advocates on all sides view the issues Panel: Howard Shapiro, Jeff Lewis, Paul Ondrasik, Jerry Schlicter
3:15							Coffee break
3:30							How advocates on all sides view the issues (continued)
3:55							A 40-year perspective from ERISA’s drafters Moderator: Jim Wooten Panel: Frank Cummings, Bill Kilberg, Henry Rose
4:15							Are legislative or regulatory changes needed? Is there common ground? Moderators: Norman Stein and Scott Macey Panel: Jim Raborn, Alan Sandals, Barry Slevin, Judy Mazo
4:55							Concluding remarks David Rogers and Karen Ferguson
5:00							Reception

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Did You Know?

A joint-and-survivor annuity is an annuity that pays a monthly benefit over the lives of the participant and his or her surviving spouse. This is the default form of benefit for married participants in most defined benefit pension plans. Because it lasts for the life of both the worker and the spouse, a joint-and-survivor annuity typically results in a lower monthly benefit payment than a single-life annuity.