Navigating The New Landscape: Critical Employment Law and Employee Benefits Developments for 2026When: October 21, 2026 at 2:00pm – 3:00pm ESTThis MonthHosted By: Mutual of America Financial Group and National Legal Aid & Defender Association (NLADA)Location: WebinarPeople: José M. Jara
Investments: A Fiduciary PrimerWhen: October 27, 2026 at 9:15am – 10:15am CSTThis MonthHosted By: International Foundation of Employee Benefit PlansPeople: José M. Jara
Employee Leave & Self-Insured Plans: Navigating the Compliance MazeWhen: November 12, 2026 at 1:00pm – 1:30pm ESTNext MonthHosted By: Fox RothschildLocation: WebinarPeople: Traci M. Clements
DOL Investigations in 2026 and BeyondWhen: August 26, 2026Hosted By: National Center for Employee OwnershipLocation: Sheraton Phoenix DowntownPeople: José M. Jara
Navigating the New Frontier of Employer Health & Welfare Plan Risk: Fiduciary Litigation, Enforcement and Compliance Strategies for 2026When: July 15, 2026Hosted By: Fox Rothschild Location: WebinarPeople: José M. Jara, Traci M. Clements
Legal Counsel/Corrections ProgramWhen: May 27, 2026Hosted By: Pennsylvania Institute of CPAs - Employee Benefit Plans ConferenceLocation: WebinarPeople: José M. Jara
Guidance for Internal Trustees & Fiduciaries - What You Need to Know.When: May 07, 2026Hosted By: TEA (The ESOP Association) National ConferenceLocation: Hyatt RegencyPeople: José M. Jara
Sell Your Business Once and Get Paid TwiceWhen: March 05, 2026Hosted By: Fox RothschildLocation: WebinarPeople: Harvey M. Katz, Sheldon S. Miles
Introduction to Multi Employer Benefit FundsWhen: February 06, 2026Hosted By: Penn-Del-Jersey NECALocation: Penn-Del-Jersey NECAPeople: Andrew M. MacDonald, Gina M. Lombardo
Indemnification, Arbitration and Fiduciary Insurance: What a Plan Fiduciary Needs to KnowWhen: November 03, 2025Hosted By: The ESOP Association Employee Owned 2025 ConferenceLocation: Aria Resort & CasinoPeople: José M. Jara
High-Stakes Conflict: Lessons From Executive DisputesWhen: May 27, 2025Hosted By: IEL Executive Compensation & Benefits SummitLocation: NYC Bar AssociationPeople: Brian S. Cousin
Planning for the Nonparent Business Owner: Employees as Chosen FamilyWhen: April 30, 2025Hosted By: American Bar Association - Real Property, Trust and Estate Law SectionLocation: Aria Resort & CasinoPeople: José M. Jara
2025 ERISA Litigation Update: DOL ESG Rule, Fiduciary Duty Claims, Legal Theories and TacticsWhen: April 17, 2025Hosted By: StraffordLocation: WebinarPeople: José M. Jara
Structuring Healthcare Practice Leasing, PSA and Other Practice Alignment ArrangementsWhen: April 01, 2025Hosted By: StraffordLocation: WebinarPeople: David S. Sokolow
Mental Health Parity: Is It Worth It?When: March 19, 2025Hosted By: 2025 ABA Employment Rights and Responsibilities National Symposium on Technology in Labor and Employment LawLocation: Puerto Vallarta, MexicoPeople: José M. Jara
Challenges Facing Defined Contribution PlansWhen: November 12, 2024Hosted By: International Foundation of Employee Benefit PlansLocation: San Diego Convention Center or VirtualPeople: José M. Jara
DOL's Employee Benefits Security Administration: Investigators Speak on Recent InvestigationsWhen: November 07, 2024Hosted By: Fox RothschildLocation: WebinarPeople: José M. Jara
Navigating Your Exit StrategyWhen: November 4-5, 2024Hosted By: SMACNA Location: San Diego, CAPeople: Michael G. McNally
Retirement Plans and Secure 2.0 ActWhen: November 01, 2024Hosted By: NCE Fall Leadership Institute & The Arc's National ConventionLocation: Hilton Columbus DowntownPeople: José M. Jara
Navigating Data Privacy and Cybersecurity Risks for ERISA-Regulated Plans: Key Issues for Plan Sponsors and AdministratorsWhen: October 10, 2024Hosted By: StraffordLocation: WebinarPeople: José M. Jara
The Perks of an Enhanced ESOP Exit StrategyWhen: September 26, 2024Hosted By: Fox RothschildLocation: WebinarPeople: Harvey M. Katz
DOL Investigations: What You Need to KnowWhen: September 25-27, 2024Hosted By: The ESOP Association, Multistate Regional Chapter Conference Location: Mohegan Pennsylvania Casino ResortPeople: José M. Jara
Navigating Code Section 280GWhen: September 05, 2024Hosted By: Fox RothschildLocation: WebinarPeople: Seth I. Corbin, JT Schuweiler
DOL Auditor Role PlayWhen: July 31, 2024Hosted By: The ESOP Association, Thoroughbred ConferenceLocation: Louisville Marriott EastPeople: José M. Jara
Terminating Affiliation — When Is It Really Over?When: June 27, 2024Hosted By: National Association of Public Pension AttorneysLocation: Fort Lauderdale Marriott Harbor Beach Resort, Fort Lauderdale, FLPeople: Caleb Durling, Kevin Gallaway, Colorado Public Employees’ Retirement Association
SECURE 2.0 Features to Increase Low/Moderate Income Employee SavingsWhen: April 08, 2024Hosted By: ABA JCEB Government Invitational ConferenceLocation: Baltimore Marriott WaterfrontPeople: José M. Jara
What Contractors Need to Know About Withdrawal LiabilityWhen: March 20, 2024Hosted By: SMACNALocation: WebinarPeople: Michael G. McNally
Board of Directors/Trustee Conference: ESOP 101When: March 13, 2024Hosted By: The ESOP AssociationLocation: Sheraton NashuaPeople: José M. Jara
New England Chapter 2024 Spring Conference: ESOP 101When: March 12, 2024Hosted By: The ESOP AssociationLocation: Sheraton NashuaPeople: José M. Jara
ERISA Preemption and Employee Benefit Claims: Recent Court Decisions, Causes of Action, Plan AdministrationWhen: February 28, 2024Hosted By: StraffordLocation: WebinarPeople: José M. Jara
Current Issues in ERISA LitigationWhen: January 11, 2024Hosted By: ABA Joint Committee on Employee BenefitsLocation: WebinarPeople: José M. Jara
Employee Stock Ownership Plans: Legal Strategies and Tax ImplicationsWhen: November 07, 2023Hosted By: TRTCLELocation: WebinarPeople: Harvey M. Katz, Seth I. Corbin, Sheldon S. Miles
Planning Your Exit and Business ValuationWhen: November 06, 2023Hosted By: Sheet Metal and Air Conditioning Contractors' National Association (SMACNA)Location: Marriott San Diego Gaslamp QuarterPeople: Michael G. McNally
Cybersecurity— Administrative Policies, Prevention, Reaction PlansWhen: October 02, 2023Hosted By: International Foundation Annual Employee Benefits ConferenceLocation: Boston Convention & Exhibition CenterPeople: José M. Jara
What to Do When the DOL Comes Knocking on Your DoorWhen: September 15, 2023Hosted By: The ESOP AssociationLocation: The Crown Plaza Albany -Desmond HotelPeople: José M. Jara
A Survey of Labor and Employment Laws Across North AmericaWhen: August 05, 2023Hosted By: American Bar AssociationLocation: Colorado Convention CenterPeople: José M. Jara
401(a)(17) and 415(b) Limits Under the Internal Revenue Code … and What Can Go WrongWhen: June 29, 2023Hosted By: National Association of Public Pension AttorneysLocation: San Antonio Marriott Rivercenter, San Antonio, TXPeople: Caleb Durling, James Thompson III, Denver Employees Retirement Plan; Megan Peitzmeier, Colorado Public Employees’ Retirement Association
Interviewing Apprenticeship ApplicantsWhen: April 29, 2023Hosted By: Eastern Regional Apprenticeship ConferenceLocation: Clearwater Beach MarriottPeople: Michael G. McNally
Administrative Tips to Protect Your Plan by Satisfying DOL or IRS InquiriesWhen: April 26, 2023Hosted By: National Center for Employee OwnershipLocation: Kansas City Convention CenterPeople: José M. Jara
Overview of SECURE Act 2.0 of 2022When: April 20, 2023Hosted By: International Society of Certified Employee Benefit Specialists - Twin City ChapterPeople: Michael G. McNally
2023 ERISA Litigation Update: DOL ESG Rule Lawsuit, Fiduciary Duty Claims, Third-Party Administrator LiabilityWhen: April 05, 2023Hosted By: StraffordLocation: WebinarPeople: José M. Jara
2023 IRS and DOL Audit Issues for Retirement Plans: Key Areas of Focus and Strategies for Plan SponsorsWhen: March 09, 2023Hosted By: StraffordLocation: WebinarPeople: José M. Jara
Know Your Fiduciary Duties in Managing Your Organization’s Retirement PlanWhen: February 08, 2023Hosted By: National Legal Aid & Defender AssociationLocation: WebinarPeople: José M. Jara
Blurred Lines: Cyber Risk & Fiduciary LiabilityWhen: January 31, 2023Hosted By: American Bankers Association Insurance Risk Management ForumLocation: Omni Nashville HotelPeople: José M. Jara
A Road Map to Section 409A ComplianceWhen: January 24, 2023Hosted By: Allegheny County Bar AssociationLocation: WebinarPeople: Sheldon S. Miles
Employee Benefits Updates: Health and Welfare PlansWhen: December 07, 2022Hosted By: Fox Rothschild LLPLocation: VirtualPeople: Michael G. McNally, Seth I. Corbin, José M. Jara, Sheldon S. Miles
Employee Benefits Updates: Retirement PlansWhen: November 30, 2022Hosted By: Fox Rothschild LLPLocation: VirtualPeople: Michael G. McNally, Seth I. Corbin, José M. Jara, Sheldon S. Miles
Offers & Acquisitions: Board and Management RolesWhen: November 10, 2022Hosted By: The ESOP AssociationLocation: Employee Owned 2022 ConferencePeople: Harvey M. Katz, Sandy Shoemaker
Use of Enhanced ESOPs as an Exit Strategy: A Case StudyWhen: November 03, 2022Hosted By: Fox RothschildLocation: VirtualPeople: Harvey M. Katz, Seth I. Corbin, Sheldon S. Miles
How to Handle a US DOL or State DOL Wage and Hour InvestigationWhen: November 02, 2022Hosted By: Wage & Hour ExecuSummitLocation: Mohegan Sun Hotel, Resort & Convention CenterPeople: José M. Jara