Date:  Wednesday February 20, 2019

Time:  1:00 p.m. to 2:30 p.m. (Eastern Time)

Cost:  $199.99 for live webinar and the recorded podcast for future listening

Title: ERISA Fiduciary Duties for Third-Party Administrators

Description: Fiduciaries have a special status under ERISA that can be both good and bad. Want to know more about Fiduciary obligations under ERISA?  This Webinar will explore the following important issues:

• Who is a fiduciary?
• If you say you are not a fiduciary, is that enough?
• What does it mean to be a fiduciary?
• How do you make sure you’re only treated as a fiduciary when you want to be one?
• Why do we care?
• Why should we care?

This program will provide answers to all these questions and more. Join us as we discuss key concepts and issues for TPAs under ERISA’s fiduciary duty and prohibited transaction rules.

Speaker:  Jason P. Lacey, Esq.

Mr. Lacey is a partner with Foulston Siefkin LLP in Wichita, Kansas, practicing in the areas of employee benefits, ERISA, and executive compensation.  He represents both employers and service providers with respect to all aspects of employee benefit plan administration and compliance, with particular focus on self-insured health plans and consumer-directed plans. He also represents employee benefit plan service providers on general business and corporate matters, such as contract drafting and mergers and acquisitions. A frequent writer and speaker on employee-benefits topics, Mr. Lacey is a contributing author to manuals on Self-Insured Health Plans, Heath Care Reform, and 1094/1095 Reporting published by Thomson Reuters/EBIA . He has been recognized by Best Lawyers in America, Chambers USA, and Missouri/Kansas SuperLawyers and was named 2014 and 2017 Wichita Employee Benefits Lawyer of the Year by Best Lawyers. Mr. Lacey is a graduate of Wichita State University (B.M. 1997), the University of Kansas (J.D. 2000), and New York University (LL.M. in Taxation 2001).

Registration:

Learning Objectives:

• Summarize key concepts and provisions of ERISA’s fiduciary duty and its impact on employee benefit plans;
• Overview of the Departments’ latest guidance and their interpretation of the potential implications of being considered a fiduciary has for health plans and TPAs;
• Discuss special rules on how to limit treatment as a fiduciary;
• Share insights on specific actions that can change the classifications of a fiduciary;
• Learn how violations are addressed by the Department of Labor.

Cost

The cost will be $199.99 per location for the live webinar and the podcast.  You may have as many people as can fit in a room, hear a conference call and see a computer screen for the live webinar.

Technical Notes

Technical Warning One - Once you have registered you will need to tell your technical people to set your firewalls to accept email from two different email addresses:  support@peachnewmedia.com and Michael.lombardo@peachnewmedia.com.  Confirmation emails and reminders will be sent from these two different emails.

Anyone using Internet Explorer version 10 or older will not be able to view a live webcast, or on-demand stream.  You will need to be using a newer version of Internet Explorer.

Technical Warning Two – Freestone is the platform used to stream the webinar.  In the event that polling questions are incorporated into the webinar, please ensure that your pop-up blocker is turned off or adjusted so that they are able to appear.

Webinar Recorded for Future Listening

In addition to this live webinar, this webinar will be recorded and offered in a streaming mode (Internet connection required) and a podcast only format (permitting you to download the recording and use it disconnected from the Internet).  The podcast is an MP3 format, audio-only file, that you can “save as” to your computer hard drive and then move to any MP3 compatible device. The podcast will not provide the corresponding PPT video since it is an audio-only file.  However, you can download the PPT from the SPBA website.