ERISA Fiduciary Law Series: The Good, the Bad and the Ugly
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This video series on ERISA Fiduciary Law highlights current ERISA issues in the Courts, Congress, or at the DOL. The Courts have been flooded with complex ERISA cases and resolutions to some involved large settlements. Congress continues to pass legislation affecting employee benefit plans requiring plan sponsors to act. And the DOL has certain enforcement and regulatory initiatives in the pipeline. Jose M. Jara, counsel at Fox Rothschild, LLP, will guide you on ERISA topics by discussing in depth with special guests from the insurance industry to provide their insights for mitigating risks.
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Part I: ERISA 101-The Basics
Open to view video. | 24 minutes
Open to view video. | 24 minutes
In this episode of the ERISA Fiduciary Law Series, viewers are introduced key ERISA principles. Jose explains the types of plans and parties involved, who qualifies as a fiduciary, and their responsibilities. Additionally, prohibited transactions and the governmental agencies that enforce ERISA are discussed.
Part II: ERISA Prohibited Transactions
Open to view video. | 25 minutes
Open to view video. | 25 minutes
In this episode, Jose introduces his first industry guest, Lawrence Fine, Management Liability Coverage Leader at Willis Towers Watson. Together they discuss the intricacies of ERISA’s prohibited transaction provisions, and a Federal Circuit Court split that has developed in terms of alleging a prohibited transaction claim.
Part III: The Basics of Fiduciary Liability Insurance
Open to view video. | 39 minutes
Open to view video. | 39 minutes
Jose and Alison Martin, Senior Vice President and Fiduciary Liability Product Manager at Chubb Insurance, discuss the ins and outs of a fiduciary liability insurance policy, including what it covers and key provisions of the policy.
Part IV: ERISA Excessive Fees
Open to view video. | 48 minutes
Open to view video. | 48 minutes
In this episode Jose introduces industry guest is Nicholas Landis, Head of Fiduciary Product at AIG. The pair examine how the case law regarding excessive fees in defined contribution plans has developed leading up to the Hughes v. Northwestern Supreme Court decision, and the Circuit Court opinions construing the Hughes opinion. Jose and Nicholas give risk mitigation tips and discuss what should be on insurance carriers’ watch list.
