Understanding Your Fiduciary Responsibilities Under ERISA

DALLAS - Aug. 22, 2013 - PRLog -- ERISA Fiduciary Responsibilities 

It is important that individuals responsible for overseeing ERISA benefit plans recognize their fiduciary responsibilities and how to manage the associated liabilities from both a legal and corporate perspective. A fiduciary's failure to comply with the standards established by ERISA may have serious consequences, including personal liability. You may be surprised to learn that Human Resources professionals and companies that provide services to a plan can inadvertently become an ERISA fiduciary subject to liability. Join us as Misty A. Leon of Steptoe & Johnson LLP advises us on: 

Basic ERISA fiduciary duties.
Examples of common mistakes.
How to fulfill ERISA duties through adequate selection and monitoring of service providers and delegates.
ERISA liability issues and co-fiduciary liability rules.

https://www.webnetwork.org/chapterEvents.cfm?chapterID=8

Date:
Tuesday, August 27, 2013
Registration Time:
11:30 am to 12:00 pm 
Program Time:
12:00 pm to 1:15 pm
Location:
Doubletree Hotel
4099 Valley View Lane
(NW corner of LBJ and Midway)
Dallas, TX 75244

Advance registration is $25 for members and $35 for non-members. An additional charge of $5 will apply for members and non-members who attend without a reservation. Please register today to guarantee your seat.

HRCI and WorldatWork continuing education credits are available.

Misty A. Leon is special counsel in the Washington office of Steptoe and a member of the Employee Benefits, Tax, and ERISA groups. Ms. Leon's practice focuses on ERISA and tax issues relating to qualified retirement plans, health and welfare plans, and executive compensation arrangements.

Ms. Leon regularly advises clients on benefit plan design and compliance issues. She has deep experience providing legal counsel to employers regarding retirement plans and health plan regulatory concerns under federal statutes such as HIPAA and COBRA. She also has experience advising governmental and tax-exempt entities, including non-profit health care organizations, churches, and church-related organizations, regarding the compliance obligations applicable to Section 457 and 403(b) plans and other plans sponsored by such entities.

In addition, Ms. Leon has extensive experience in dealing with the fiduciary provisions of ERISA, including the complex prohibited transaction requirements applicable to plan fiduciaries and plan service providers. In this capacity, she has represented clients in obtaining prohibited transaction exemptions and advisory guidance from the Department of Labor and participated in drafting statutory prohibited transaction exemptions that were incorporated into ERISA in 2006. Ms. Leon also frequently assists plan sponsors with voluntary correction of qualified retirement plan errors, including related submissions to the Internal Revenue Service and Department of Labor.

About WEB:  The Dallas chapter of Worldwide Employee Benefit Network meets on the LAST TUESDAY of each month and provides educational and networking opportunities for benefits professionals. 

https://www.webnetwork.org/dallas/index.cfm