Show navigation

Available in:

OnDemand Webinar

How To Avoid the Pitfalls of Disability Plan Administration--Learning From the Mistakes of Others

Are your disability plans a source of litigation? Learn how to hone in on troublesome issues when reviewing your plan documents.

Many employers offer disability plans to their employees, but many plans are as much a source of litigation as they are a source of benefits to the disabled. Disability plan administration should focus on a consistent claim and appeal process that is understood by the participants and the person or committee that decides claims and appeals. Too often a breakdown in communication results in frustrated expectations and litigation. This ondemand webinar focuses on the basics of administering the plan, because it is the basics that determine who is entitled to benefits. Case law - other plans’ litigation - are a source for how to administer your plan and minimize the risks of litigation.


Runtime: 88 minutes
Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Plan Documents and Summary Plan Descriptions

  • Amending - Who, How and When
  • Allocating Responsibilities

– Plan Administrator

– Claims Administrator

– Who Decides Appeals

Troublesome Issues

  • Defining Disability
  • Does the Definition Change After a Set Period
  • Is There a Limit on the Benefits Depending Upon the Nature of the Disability
  • Self-Reporting Pain, Objective Evidence, Treating Physicians

Creating an Administrative Record - Credentials and Protocols; Consistency in Administration

Responding to Requests for Documents - What Does Relevant Really Mean

Helpful Plan Provisions

  • Standard of Review
  • Timelines for Claims and Appeals
  • Limitations of Action
  • Forum Selection
  • Reimbursement for Third-Party Injury or Illness (Make Whole and Common Fund Doctrine)

Conflicts of Interest

Monitoring the Claim and Appeal Process

Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David R. Levin

David R. Levin

Drinker Biddle & Reath LLP

  • Partner in the Washington, D.C. office of the law firm of Drinker Biddle & Reath LLP
  • Concentrates in all aspects of employee benefits law
  • While in government practice, he handled major complex litigation of first impression under ERISA
  • Since going into private practice, he has been actively involved in counseling for single employer pension and welfare benefit plans, as well as litigation of numerous issues under ERISA in federal district courts and appellate courts across the country
  • Also practices before the Department of Labor, the Internal Revenue Service and the Pension Benefit Guaranty Corporation
  • Charter fellow of the American College of Employee Benefits Counsel
  • Co-wrote the ERISA Fiduciary Answer Book (Panel Publishers) and was for many years a contributing writer and senior editor of the treatise Employee Benefits Law published by BNA for the ABA Section of Labor and Employment Law
  • Has taught courses on welfare benefit plan litigation and pension plan litigation
  • J.D. degree, Catholic University Law School, where he was a member of the Law Review; B.A. degree, George Washington University
Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 393293
Published 2014
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!