American Bar Association American Bar Association

Paper Chase and Follow the Money

SPONSORS: The Sections of Business Law; Health Law; Labor and Employment Law; Real Property, Trust and Estate Law; Taxation; Tort Trial and Insurance Practice; and the American College of Employee Benefits Counsel

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A 90-minute TeleConference on Paper and Electronic Benefit Disclosures Including Fees

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

Moderator: Bernard V. Kearse III, The Kearse Law Firm, PC , Atlanta, GA

Panelists: Kurt L. P. Lawson, Hogan Lovells, US, LLP, Washington, DC; and Pamela D. Purdue, Summers Compton Wells, PC, St. Louis, MO

The following questions will be addressed:

  • What are your specific disclosure obligations?
  • Have you overlooked some designated investment alternatives?
  • How do you reconcile the IRS, DOL and SEC electronic disclosure requirements?
  • Will your disclosures open or close the door to more litigation?
  • What new disclosure obligations are being required once the DOL regulations take effect?
  • What has changed under the recently issued final service provider disclosure regulations?

**If you are paying by check, mail to ABA-JCEB, 740 15th Street, N.W., Washington, DC 20005**

Paper Chase and Follow the Money
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Podcast & Additional Q & A's Now Available
The Podcast is available to download for registered attendees or it may be purchased at any time. Additional questions received from attendees are also posted with the materials along with the answers from the speakers.