Top Issues for Plan Sponsors and Fiduciaries to Watch in 2017

Thursday, December 15, 2016
2:00 PM to 3:00 PM ET

Price: $224 Webinar


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

Learn more about our subscription!



It’s been another busy year for ERISA plan sponsors, fiduciaries and attorneys. As we approach the end of 2016, the litigation and regulatory landscape remain active. At the same time, the country is transitioning to a new administration in which parts of that landscape may change.

This webinar will discuss the top issues for plan sponsors and fiduciaries to watch in 2017, including the future of the DOL’s fiduciary rule, potential ACA issues in light of the change in Presidential administration, trends in fee and investment litigation, privacy considerations in dealing with benefit plans, benefits issues for transgender employees, and mental health parity issues.

Educational Objectives:
• Gain insight into the implications of the new administration on current DOL rules
• Learn about the latest trends in ERISA litigation
• Review new and ongoing benefit plan issues

Who would benefit most from attending this program?
This webinar is 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. 


To access the webinar, please use the following instructions:
1. A few minutes before the start time of the webinar, please go to https://learning.bna.com.
2. You will be asked to login.  Please enter your username and password (the one you used to register for the webinar) and click “GO”.
3. You will then be taken to your personalized classroom.  On the left hand side you will see a grey tool bar.  Please click on “my classroom”.
4. There, you will be able to click “play” for the webinar(s) that you have purchased. 
5. The webinar will not be accessible until the date and time of the webinar.



Deborah S. Davidson represents plan sponsors, trustees, fiduciaries, service providers, and other clients facing a range of employee benefits litigation around the United States. Co-chair of the firm’s ERISA litigation practice, she has a particular focus on class and multiparty actions, including those arising under the Employee Retirement Income Security Act (ERISA). She counsels clients facing litigation through trial, as well as with appellate matters. Deborah has been recognized nationally for ERISA litigation by Chambers, and she served as national management co-chair of the Employee Benefits Committee of the American Bar Association’s Labor and Employment Law Section from 2013–2015. Deborah was selected by the Illinois Diversity Council (ILDC) as one of its 2016 Leadership Excellence in the Law award recipients.


John G. Ferreira represents clients in equity and executive compensation and every facet of employee benefits. He advises global public companies, private equity firms, large financial institutions, nonprofit organizations, middle-market companies, individual executives, and emerging information technology and life sciences companies. John counsels these clients on compliance with ERISA, tax, securities, and labor laws. He also advises vendors to employee benefits plans on compliance with the reporting, fiduciary responsibility, and prohibited transaction requirements of Title I of ERISA. John serves as the managing partner of Morgan Lewis’s Pittsburgh office.


Alison L. Martin is a Vice President with the Claims Department of Chubb & Son, a division of Federal Insurance Co.  Ms. Martin works in Professional Lines with a particular expertise in handling severe and complex fiduciary liability claims brought against fiduciaries of employee pension and welfare benefit plans including but not limited to company stock drop ERISA class actions, retiree medical class actions, excessive fee and revenue sharing claims, numerous DOL investigations and enforcement actions involving various issues including prohibited transactions, cash balance conversion and anti-cutback litigation, ESOP valuation litigation, and claw-back claims against Taft-Hartley funds impacted by fraudulent Ponzi schemes, including the Madoff fraud.   Ms. Martin has spoken extensively and conducted training on risk transfer for fiduciary liability through the use of fiduciary liability insurance, and has co-authored a white paper on the subject as well. Ms. Martin also handles and supervises the handling of complex Executive Indemnification (Directors & Officers) claims such as securities class actions and derivative suits, including merger objection claims.  Ms. Martin has also been on the forefront of the emerging breach of fiduciary duty claims arising from cyber security breaches. Prior to going to work for Chubb more than 15 years ago, Ms. Martin was engaged in the private practice of law and was a partner with Lindsay Martin & Associates. She was also as a Member of the Board of Governors for the Western Pennsylvania Trial Lawyers Association, and serves on the boards of several not for profit organizations.  She is a magna cum laude graduate of the University of Pittsburgh and the University Of Pittsburgh School Of Law, where she received a Law Fellows Scholarship.