ERISA Traps & Pitfalls to Avoid in Defending a DOL Investigation and Lawsuit

About the Conference

Enjoy a lively discussion based on the recent case Acosta v. Chimes D.C., 2019 WL 931710 (D. Md. 2019), where the U.S. Department of Labor (DOL) alleged ERISA breach of fiduciary duty for paying excessive fees to the plan's service providers against the plan's fiduciaries.

Details:

- ERISA Fiduciary Duties

- ERISA Prohibited Transactions & Exemptions

- Conducting a Proper RFP

- DOL Investigation

- How to handle?

- Know When to Hold 'Em Know When to Fold 'Em

- Solicitor's Office Lawsuit

- Strategies to Narrow the Scope

- Statute of Limitations

- Motions in limine

- Know When to Hold 'Em Know When to Fold 'Em

- Expert Testimony

Agenda:

5:30 pm – 6:00 pm Check-In

6:00 pm – 7:30 pm Feature Presentation

7:30 pm – 8:30 pm Networking, Hors d'oeuvres & Cocktails

APPROVED FOR 1.5 transitional New York State CLE credits in the category of "Areas of Professional Practice".

Location:

Mutual of America
320 Park Avenue (between 50th and 51st Street)
New York, NY 10022

CLICK HERE TO REGISTER

Co-sponsored by the Benjamin N. Cardozo School of Law, CKR Law, LLP, and Mutual of America.


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The Details

Wednesday, April 17

5:30 - 8:30 pm

Location:

Mutual of America
320 Park Avenue
New York, NY 10022

Enjoy a lively discussion based on the recent case Acosta v. Chimes D.C., 2019 WL 931710 (D. Md. 2019).
Speaker

Speaker: José M. Jara

José Jara has over 20 years of ERISA and employee benefits law experience and is a partner and the ERISA and Employee Benefits Practice Group Leader at CKR Law. In the field of employee benefits law, he provides innovative solutions to his clients by incorporating into his guidance a business and practical perspective.

Speaker

Guest Speaker: Christina Dumitrescu

Associate at Dentons US LLP

Speaker

Guest Speaker: Mark Meredith

Counsel at Dentons US LLP