• videocam Live Webinar with Live Q&A
  • calendar_month June 2, 2026 @ 1:00 PM ET/10:00 AM PT
  • signal_cellular_alt Intermediate
  • card_travel ERISA
  • schedule 90 minutes

Benefit Claims Administration: Avoiding Mishaps and Litigation, Compliance Challenges for ERISA Counsel

Modifying Plan Documents and SPDs, Handling Assignment of Benefits, Developing Effective Claims and Appeals Procedures

About the Course

Introduction

This CLE course will guide ERISA counsel, employers, and plan administrators on the critical compliance and litigation challenges of administering benefit claims. The panel will discuss key issues in modifying plan documents and SPDs in light of recent litigation, avoiding mishaps in the assignment of benefits, and developing effective claims and appeals procedures to minimize litigation and potential liability.

Description

ERISA litigation stemming from inadequate administration of benefit claims remains steady with cases brought by plan participants and beneficiaries. ERISA counsel, employers, and plan administrators must have a complete understanding of critical compliance and administrative challenges along with methods to overcome them to effectively limit or avoid litigation.

Effective plan design, careful structuring of the administrative process, and informed guidance to those who administer claims can significantly increase the precision of claims administration and maximize the likelihood of success in litigation. Advanced preparation by counsel may result in fewer disputes over discovery, conflicts of interest, standards of review, and deference accorded the administrator's decision, and may even reduce attorneys' fees.

In addition, key issues arising from the modification of plan documents and SPDs, assignment of benefits, and claims and appeals process must be carefully analyzed to avoid any mishaps and errors when administering benefits claims.

Listen as our authoritative panel of ERISA counsel provides best practices for navigating the administration of benefits claims. The panel will also discuss key case law developments in benefits suits and methods to minimize litigation and potential liability.

Presented By

Marie E. Casciari
Shareholder
DeBofsky Law, Ltd.

Ms. Casciari is a shareholder at DeBofsky Law, and leads the Seattle office. She practices exclusively in the areas of employee benefits, ERISA, mental health parity (MHPAEA), and other insurance benefits litigation.

Ada W. Dolph
Partner
Seyfarth Shaw LLP

With nearly 20 years of experience as a labor and employment litigator with Seyfarth, Ms. Dolph is a trusted advisor to clients in the airline, retail, healthcare and manufacturing industries. Her practice focuses on advice and counsel and innovative litigation involving complex procedural defenses, including preemption of state law claims under ERISA, Railway Labor Act, Airline Deregulation Act, Federal Aviation Act, and the Servicemembers' Group Life Insurance Act (SGLIA); Article III and statutory standing; statute of limitations; and administrative exhaustion requirements, among others; Illinois Biometric Information Privacy Act (BIPA) claims, prevailing as lead counsel in the first BIPA case to be heard by the U.S. Court of Appeals for the Seventh Circuit; whistleblower claims under state law, AIR21, Dodd-Frank and Sarbanes-Oxley; discrimination claims in state and federal jurisdictions across the country, including under Title VII, ADA, Section 1981, and the ADEA, and their state law counterparts, including systemic actions brought by the EEOC; ERISA single, multi-plaintiff and class action matters involving denial of health, disability, life, pension and 401(k) benefits, including defense of high profile “stock drop,” retiree medical and 401(k fee class actions.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, June 2, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. Key issues in the administration of benefit claims

II. Challenges with plan document modification, SPDs, and assignment of benefits

III. Claims and appeals procedures and the exhaustion of administrative remedies

IV. Best practices and pre-litigation techniques for ERISA counsel

The panel will review these and other essential matters:

  • Key issues that can arise in the administration of benefit claims and methods to overcome them
  • Critical considerations when modifying or amending plan documents and SPDs
  • Avoiding mishaps in the assignment of benefits
  • Developing effective claims and appeals procedures
  • Pre-litigation tactics and the exhaustion of administrative remedies