What You Need to Know About ERISA - Defined Benefit Plans and Title IV

Price: $224 OnDemand


Sign up today for an entire year of unlimited access to relevant, timely professional learning courses, including webinars, eLearning courses and OnDemand offerings, and keep your professional credits up to date. All for just $399.

Learn more about the subscription!



This program is one out of 12 OnDemand programs designed for those who address issues related to employee benefits and executive compensation under the Employee Retirement Income Security Act (ERISA) and the federal tax laws, including attorneys in private practice, employee-benefits consultants, compensation managers and consultants, in-house counsel, human-resources personnel and providers of services to plans. This session includes a discussion of defined benefit plans and the Pension Benefit Guaranty Corporation in today’s retirement scheme as well as a summary of the applicable technical rules.

A group of highly respected practitioners who are leaders in the field will provide a comprehensive overview of critical ERISA basics you need to know, ranging from the rules governing tax-qualified retirement plans, to fiduciary considerations applicable to plan assets, to design and implementation of programs relating to executive compensation, to the many developments surrounding health-care reform.

This program will provide you with the opportunity to hear about the latest developments in this constantly evolving area of practice.

These courses were originally part of a live event offered in October 2015. The event was co-chaired by Andrew Gaines, Partner at Paul Weiss, and Andrew Oringer, Partner at Dechert LLP. For information on future events on this topic please contact us at ProfessionalLearning@bna.com



Bruce Cadenhead is the Chief Actuary for Mercer's U.S. Retirement business. In this capacity, he chairs the firm’s actuarial resource network, which provides guidance and interpretation to consultants within the firm on professional standards and actuarial issues and policies. Mr. Cadenhead has extensive experience consulting to employers on topics such as retirement plan design, forecasting, financial strategies, the structure and characteristics of pension obligations and multiemployer plans. He is also one of the main architects of Mercer's forecasting and asset liability modeling software and is an expert on recent changes in pension funding and accounting rules.

Mr. Cadenhead earned a B.A. in applied mathematics, with high honors, from Harvard University. He is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, a Fellow of the Conference of Consulting Actuaries and an Enrolled Actuary. He is currently a member of the American Academy of Actuaries' Pension Committee.


Don Segal is formerly of Aon Hewitt in New York, where, until his retirement, he was a vice president specializing in the analysis, interpretation, and application of laws and guidance as they apply to qualified retirement plans. He was also involved in retirement plan design. Mr. Segal is a member of the Society of Actuaries, and is a past president of that group. He has also served as vice president for pensions of the American Academy of Actuaries, and as a member of the Academy Pension Practice Council and Pension Committee (formerly chair of both). He served as chair of the IRS Advisory Committee for Tax Exempt and Government Entities (2001-04) and as a member of the Advisory Committee on Examinations to the Joint Board for the Enrollment of Actuaries (1988-2002).

Mr. Segal originated and organized the Funding Reform Advisory Task Force, a group of actuaries, lawyers, and other professionals whose purpose was to provide input to the federal agencies responsible for drafting guidance under the Pension Protection Act of 2006. In October 2006, he was honored by the Society of Actuaries with the John E. O'Connor Distinguished Service Award in recognition of his volunteer service to the Society of Actuaries and the actuarial profession. He received the Conference of Consulting Actuaries Lifetime Achievement Award in October 2008, and in October 2009 received the Jarvis Farley Service Award from the American Academy of Actuaries in recognition of his service to the American Academy of Actuaries and the actuarial profession. Mr. Segal is a member of the Bloomberg BNA Benefits Practice Resource Advisory Board. He is a graduate of Yale University.