Employee Benefits

YES...I want to go!

31st Annual National CLE Conference®

Employee Benefits Program Agenda


Program Co-Chairs:

Rory Judd Albert, Senior Partner, Employee Benefits,  Executive Compensation & ERISA Litigation Group, Proskauer LLP, New York, NY

Thomas G. Schendt, Partner, Compensation, Benefits & ERISA Litigation Group; Legislative & Public Policy Group, Alston & Bird LLP, Washington, DC


Wednesday, January 8, 2014


3:00-7:00 p.m.



4:30-5:30 p.m.

Is U.S. Airways (vs. McCutchen) “CRASHING” Your Health Plan?

Rory Judd Albert, Senior Partner, Proskauer LLP, New York, NY
Joseph Edmund Gorczyca, Schwartzapfel Truhowsky Marcus, P.C.,  Jericho, NY



5:30-6:30 p.m.

IRS/DOL Compliance Initiatives: An “Internal” and “External” Perspective on What to Review and How to Advise Clients
Thomas G. Schendt, Partner, Alston & Bird LLP, Washington, DC

Joan Brown, Senior Corporate Counsel, CenturyLink, Denver, CO


Thursday, January 9, 2014


7:00- 8:00 a.m.

Affordable Care Act: Strategic Planning for “Wellness Programs”

John Hickman, Partner, Leader, Health & Welfare Plans, Alston & Bird LLP,  Atlanta, GA

Bryan Brum, United Parcel Service, Atlanta, GA  


8:00-9:00 a.m.

Affordable Care Act: HOT!! Topics and Other Surprises

Neal S. Schelberg, Partner, Proskauer LLP, New York, NY

Gwen J. Lourie, Senior Associate, Proskauer, LLP, New York, NY

Jeffrey Stein, General Counsel, 1199 National Benefit Fund,  New York, NY


4:30 – 5:30 p.m.

Expert Witness Tips and Trends: Information All Practitioners Can Use

Dan Rubin, Thomson Reuters Expert Witness Services, San Francisco, CA


5:30-6:30 p.m. (1 Ethics Credit)
Plenary Session: Growing Your Practice Online: The Ethics of Online Marketing and Social Media

  • Websites: How to Ethically Build a Successful Website that Does Not Mislead or Violate your State Ethics Professional Code of Conduct. Some Common Pitfalls and Tricky Mistakes You May be Making Online
  • Blogging: What You Can and Can’t Say on Your Blog About Your Cases, Clients and Practice Areas
  • Social Media: Why You Need to Care about Social Media, but Only for a Few Minutes a Week…and How to Avoid Hot Water with the Ethics Committee When You or Someone from Your Staff is Using Social Media.
    From Discovery Issues and Candor to the Tribunal,  a Wide Range of Issues Surrounding Social Media and Your Law Practice Will be Covered
  • Online Reviews: What are the Ethics of Getting Reviews, How do you Get Reviews Removed and When are You Liable for What They Say

Jabez LeBret, Chief Innovation Officer, Get Noticed Get Found Inc., Cincinnati, OH


6:30 p.m.

Wine Reception


Friday, January 10, 2014


7:00- 8:00 a.m.
Update on Employer Stock Litigation
Doug Hinson, Senior Partner, Co-Leader, Compensation, Benefits, ERISA Litigation Group, Alston & Bird LLP, Atlanta, GA

Ronald Richman, Partner, Schulte Roth & Zabel, New York, NY


8:00 – 9:00 a.m.
Pension De-Risking: A Strategic Review from the “Inside”

Gary Hansen, Senior Director of Retirement Plans, U.S. Foods, Inc., Rosemont, IL

Patrick DiCarlo, Alston & Bird, LLP, Atlanta, GA
4:30 – 5:30 p.m.
 “Let’s Kill All the Lawyers” OR Work More Effectively with Them!!
Christopher J.G. Brockmeyer, Director of Employee Benefits Funds, The Broadway League, New York, NY

Kelly Driscoll, Senior Managing Director, State Street Global Advisors, Boston, MA

5:30-6:30 p.m.

The “Ins” and “Outs” of Granting Equity to Employees of LLCS and Partnerships

Michael Maryn, Partner, Denton US LLP, Washington, DC


Saturday, January 11, 2014


7:00-8:00 a.m.
Employer Responsibility to Provide Adequate Cyber-Security for Their Benefit Plans                       

Michael Balboni, Executive Director, Greater New York Health Care Facilities Association, New York, NY


8:00-9:00 a.m.
From Here to There: Benefit Issues Appurtenant to Employee Transfers (a/k/a “Does Anyone Really Ever Leave a Canadian Job?”)

Jordan Fremont, Partner, Hicks Morely Hamilton Stewart Storie LLP, Toronto ON, Canada
4:30–5:30 p.m.
Mitigating Fiduciary Litigation Risk Through Best Practices for Oversight of Plan Investments/Investment Options and Implications of the DOL’s New Definition of Fiduciary and 408(B) Disclosure Regulations
Jonathan Rose, Partner, Alston & Bird LLP, Washington, DC


5:30-6:30 p.m.
Pension and Retiree Health Issues Engendered by the Bankruptcy of the City of Detroit: Just Another Day in Motown or a Harbinger of Things to Come for Other U.S. Cities?

Evan Miller, Partner, Jones Day, Washington, DC


Sunday, January 12, 2014


7:00-8:00 a.m.


A Special Presentation on Employee Benefits
The Overturning of DOMA by the Supremes: “What Now My Love?”

Bynum (Bym) E. Tudor III, Founding Partner, Berry & Tudor, P.C. , Brentwood, TN


8:00-9:00 a.m.
Sunset of Provisions under the Pension Protection Act of 2006 for Multiemployer Pension Plans

Jay Egelberg, ASA, Consulting Actuary, First Actuarial Consulting, Inc., New York, NY

YES...I want to go!

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