Employee Benefits

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34th 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 Gerard Schendt, Partner, Compensation, Benefits & ERISA Litigation Group; Legislative & Public Policy Group, Alston & Bird LLP, Washington, DC


  • Learn About Trends, Recent Developments and Hot Issues in the Employee Benefits Arena
  • Attend this Program to Better Understand Employee Benefits Compliance, Administration, Design and Policy
  • Hear Private Firm Practitioners, In-house Counsel, Advisors, and Actuaries Discuss ERISA Compliance Initiatives, Multiemployer Plan Developments and Legislation, Alternative Forms of Investment, ERISA Litigation Hot Issues and Mitigating Fiduciary Risk, Employer Stock Class Actions, Benefit Plan Cybersecurity, Deferred Compensation, Controlled Group Liability, DOL’s “Final” Fiduciary Rule, Innovative Health Care Arrangements, Controlled Group Liability, and More!




Wednesday, January 4, 2017


3:00-7:00 p.m.



4:30-5:30 p.m.
ERISA Compliance Initiatives: Annual Review of Government Efforts Affecting Plan Sponsors and Advisors
Joan M. Brown, Associate General Counsel, CenturyLink, Denver, CO

Thomas G. Schendt, Partner, Alston & Bird, LLP, Washington, DC


5:30-6:30 p.m.

The Pension Benefit Guaranty Corporation in Crisis: PBGC Insolvency and the Risk to Multiemployer Pension Plans

Christopher J.G. Brockmeyer, Director of Employee Benefit Funds, The Broadway League, New York, NY


Thursday, January 5, 2017


 7:00-8:00 a.m.
Recent Developments in Multiemployer Plans: A Multifaceted Review

Neal S. Schelberg, Partner, Proskauer LLP, New York, NY
Jay Egelberg, Director, Retirement Actuary, Buck Consultants, Secaucus, NY

Gwen J. Lourie, Proskauer LLP, New York, NY
8:00-9:00 a.m.
Alternative Forms of Investments: Greater Return or Greater Litigation?

Myron D. Rumeld, Partner, Proskauer LLP, New York, NY

Evan Miller, Partner, Jones Day, Washington, DC
4:30-5:30 p.m.
Plenary Session

Cyberliability: Understanding and Preparing for the Risk
A Panel Presentation By:

Erica Gann Kitaev, JD, CIPP/US, Managing Editor, Privacy & Data Security,  Practical Law,  Thomson Reuters
Paul Karlsgodt, Baker Hostetler, Denver, CO
Samantha Levine, Assistant Vice President, Aon Risk Services, Denver, CO


5:30-6:30 p.m.
Plenary Session
An Ethical Hour at the Movies

Larry J. Cohen, Ph.D., J.D., Cohen’s Counsel, Bethel,  VT


6:30 p.m.

Wine Tasting Reception

Sponsored by Young Conaway Stargatt & Taylor, LLP


Friday, January 6, 2017


7:00-8:00 a.m.

Multiemployer Pension Reform Act of 2014 – Decisions Made and Lessons Learned

Dominic DeMatties, Partner, Alston & Bird, LLP, Washington, DC


8:00-9:00 a.m.

 The Evolution and Future of Employer Stock Class Actions
Douglas Hinson, Partner, Alston & Bird, LLP, Washington, DC


3:30 – 4:20 p.m.

Optional Bonus Plenary Session (In Civil Litigation Track Room)

Managing eDiscovery Needs in a Big Data World 

David Greetham, CFE, Vice President of Sales and eDiscovery Operations, Ricoh Forensics, Houston, TX

With ever increasing volumes of business data, this session will provide an overview of emerging data sources, including the Internet of Things and social media.  We will look at how best to handle these sources from an eDiscovery perspective. Also addressed will be the use of Cloud technology for eDiscovery and the implications that this brings


4:30-5:30 p.m.
Benefit Plan Cybersecurity
Michael Balboni, Executive Director, Greater New York Health Care Facilities Association, New York, NY
Jeffrey Stein, General Counsel, 1199 National Benefit Fund, New York, NY


5:30-6:30 p.m.
Deferred Compensation: Regulatory Update to Code Sections 409A and 457
Michael Maryn, Partner, Denton US LLP, Washington, DC


Saturday, January 7, 2017


7:00-8:00 a.m.
ERISA Litigation Current Hot Issues and Mitigating Fiduciary Risk
Emily Seymour Costin, Alston & Bird, LLP, Washington, DC


8:00-9:00 a.m.

Everything You Always Wanted to Know About Alternative Investments*
(* But Were Afraid — or Never Forced! — to Ask)

David Druley, CFA, Cambridge Associates, LLC, Boston, MA

Eric Maidenberg, Chief Business Officer, UBS Hedge Fund Solutions, Stamford, CT


4:30-5:30 p.m.

Innovative Health Care Arrangements
John Hickman, Partner, Compensation, Benefits & ERISA Litigation, Alston & Bird, LLP, Atlanta, GA

Bryan Brum, Attorney – Employee Benefits, United Parcel Service, Atlanta, GA


5:30-6:30 p.m.
Controlled Group Liability

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


Sunday, January 8, 2017


7:00-8:00 a.m.
Plenary Session

Evidence, Judicial Holds, and Social Media: How to Advise Your Clients About Their Social Media Use

Jabez LeBret, CMO, Get Noticed Get Found (GNGF), Cincinnati, OH


8:00-9:00 a.m.

Plenary Session

Data Security and Your Ethical Responsibilities: Client Data, Discovery Requests, and Wifi … What Are You Responsible for With Your Data?

Jabez LeBret, CMO, Get Noticed Get Found (GNGF), Cincinnati, OH


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