Program Details
2026-09-17 13:00:00
Over 1,000+ webinars
Course Overview
2026-09-17 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis session will provide an in-depth analysis of a recent wave of ERISA class actions regarding voluntary benefits programs and fiduciary liability. The Panel will discuss recent ERISA class actions challenging voluntary benefits, safe harbors, and risk mitigation strategies for plan sponsors, brokers, and consultants.
Todd D. Wozniak
Lindsey R. Camp
Monica I. Perkowski 2:10 pm - 3:10 pm ESTThis session moves beyond the threshold question of whether a voluntary benefit arrangement is subject to ERISA and the theories plaintiffs are asserting. It focuses on the fiduciary governance and evidentiary record that employers, plan fiduciaries, brokers, and benefits consultants should develop when administering voluntary benefit programs. Attorneys will examine how to structure decision-making processes, document fiduciary review, establish appropriate oversight procedures, and address potential concerns before they become litigation issues. The session will also address how the record created during plan administration can affect the defense of later fiduciary claims.
Erin M. SweeneyErin M. Sweeney is a partner in DLA Piper’s Washington, DC office and works across the full range of employee benefits questions employers face. Her advisory practice covers Affordable Care Act (ACA) compliance, mental health parity, transparency, health privacy and the Health Insurance Portability and Accountability Act (HIPAA), welfare benefit claims, health insurance continuation (COBRA), and benefit plan administration under Title I of the Employee Retirement Income Security Act of 1974 (ERISA). She also handles U.S. Department of Labor (DOL) and Internal Revenue Service (IRS) audits and investigations, and she counsels and represents parties in litigation over fiduciary obligations — plan investments, fee disclosure, and prohibited transactions and exemptions. Post-retirement medical benefits and the employee benefits provisions of the Americans with Disabilities Act (ADA) and the Age Discrimination in Employment Act (ADEA) round out her advice.
Mr. Wozniak is a trial attorney and the leader of Holland & Knight’s ESOP and ERISA Litigation Team. Todd defends companies, fiduciaries, service providers and selling shareholders throughout the United States in ERISA litigation. Todd has defended dozens of class or collective actions and tried more than 40 cases or arbitrations to verdict. Todd is a frequent lecturer and writer on a wide range of ERISA issues, employee benefits, employment and business-related issues, including ERISA compliance and preemption, Department of Labor audits and investigations, IRS examinations, pre-dispute arbitration agreements and programs, class action defense, and eDiscovery.
Ms. Camp is a trial attorney in Holland & Knight’s West Palm Beach and Atlanta offices and a member of Holland & Knight’s Chambers-recognized ERISA Litigation Team. She helps companies navigate the most complex challenges in employee benefits litigation with clarity, confidence and strategic insight. Ms. Camp represents plan sponsors, fiduciaries and boards in high-stakes Employee Retirement Income Security Act of 1974 (ERISA) class actions and regulatory enforcement matters. Clients rely on her not only for her courtroom experience but also for her practical, business-minded guidance that helps minimize risk in the administration of defined contribution and health and welfare plans. A seasoned trial attorney, Ms. Camp has successfully defended numerous ERISA class actions involving breach of fiduciary duty, prohibited transactions, excessive fee claims and plan termination disputes. Her litigation experience spans federal courts, arbitration panels and appellate forums nationwide.
Ms. Perkowski is a trial attorney and a member of Holland & Knight’s ERISA Litigation Team. Monica has substantial experience in all aspects of complex litigation, including ERISA class actions. She regularly defends companies and fiduciaries in ERISA litigation throughout the country.
Erin M. Sweeney is a partner in DLA Piper’s Washington, DC office and works across the full range of employee benefits questions employers face. Her advisory practice covers Affordable Care Act (ACA) compliance, mental health parity, transparency, health privacy and the Health Insurance Portability and Accountability Act (HIPAA), welfare benefit claims, health insurance continuation (COBRA), and benefit plan administration under Title I of the Employee Retirement Income Security Act of 1974 (ERISA). She also handles U.S. Department of Labor (DOL) and Internal Revenue Service (IRS) audits and investigations, and she counsels and represents parties in litigation over fiduciary obligations — plan investments, fee disclosure, and prohibited transactions and exemptions. Post-retirement medical benefits and the employee benefits provisions of the Americans with Disabilities Act (ADA) and the Age Discrimination in Employment Act (ADEA) round out her advice.
Mr. Wozniak is a trial attorney and the leader of Holland & Knight’s ESOP and ERISA Litigation Team. Todd defends companies, fiduciaries, service providers and selling shareholders throughout the United States in ERISA litigation. Todd has defended dozens of class or collective actions and tried more than 40 cases or arbitrations to verdict. Todd is a frequent lecturer and writer on a wide range of ERISA issues, employee benefits, employment and business-related issues, including ERISA compliance and preemption, Department of Labor audits and investigations, IRS examinations, pre-dispute arbitration agreements and programs, class action defense, and eDiscovery.
Ms. Camp is a trial attorney in Holland & Knight’s West Palm Beach and Atlanta offices and a member of Holland & Knight’s Chambers-recognized ERISA Litigation Team. She helps companies navigate the most complex challenges in employee benefits litigation with clarity, confidence and strategic insight. Ms. Camp represents plan sponsors, fiduciaries and boards in high-stakes Employee Retirement Income Security Act of 1974 (ERISA) class actions and regulatory enforcement matters. Clients rely on her not only for her courtroom experience but also for her practical, business-minded guidance that helps minimize risk in the administration of defined contribution and health and welfare plans. A seasoned trial attorney, Ms. Camp has successfully defended numerous ERISA class actions involving breach of fiduciary duty, prohibited transactions, excessive fee claims and plan termination disputes. Her litigation experience spans federal courts, arbitration panels and appellate forums nationwide.
Ms. Perkowski is a trial attorney and a member of Holland & Knight’s ERISA Litigation Team. Monica has substantial experience in all aspects of complex litigation, including ERISA class actions. She regularly defends companies and fiduciaries in ERISA litigation throughout the country.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
