Pension & Welfare Plan Overpayments: What’s An Employer To Do?

Date: Tuesday, December 6, 2016
Time: 1:00 pm - 2:15 pm EST

CLE credit available in multiple states. Please see below for full details.

Tax and employee benefits counsel often must advise their clients on options for handling potentially costly pension and welfare plan overpayments.   Errors such as overpayments in self-funded group health plans due to excessive charges by out-of-network providers and pension-plan overpayments due to administrative errors may require potential contributions by the employer and can lead to costly liability if not handled appropriately.  

Join Practical Law for a free 75-minute webinar in which Mark A. Bodron, Baker Botts LLP, Gia G. Norris, Practical Law,  Elizabeth A. Gilman, K&L Gates and Judy Hensley, Roberts & Holland, will provide a practical roadmap for counsel to employers on best practices for advising clients on pension and welfare plan overpayments.  

Participants of this program will:

  • Review common scenarios in which pension and welfare plan overpayments arise and how they may lead to costly liability.
  • Gain an understanding of the legal framework and correction procedures governing pension plan overpayments, including potentially thorny tax issues that impact your employees.
  • Learn strategies to protect your clients from the most recent wave of litigation in the self-funded group health plan context.

A short Q&A session will follow. Reserve your spot today!


Mark A. Bodron, Partner, Baker Botts LLP
Mark Bodron is a partner in the Houston office of Baker Botts. His practice concentrates on the areas of employee benefits and executive compensation. Mr. Bodron advises clients on all aspects of qualified retirement plans, including 401(k) plans, ESOPs and cash balance plans, nonqualified plans, stock-based plans and deferred compensation and other executive compensation arrangements, including issues related to Section 409A deferred compensation rules and Section 162(m) performance-based compensation. Mr. Bodron’s practice also includes advising clients on health and welfare plan matters, including compliance and reporting issues related to the Affordable Care Act, COBRA and HIPAA. He frequently advises clients on ERISA fiduciary and prohibited transaction matters and represents clients before the IRS, DOL and PBGC on matters related to employee benefits.

Gia G. Norris, Senior Legal Editor, Practical Law Employee Benefits & Executive Compensation
Gia Norris joined Practical Law from Roberts & Holland LLP, where she was a senior employee benefits and executive compensation associate. Previously she was an employee benefits and executive compensation associate at both White & Case LLP and Proskauer Rose LLP.

Elizabeth A. Gilman, Associate, K&L Gates LLP
Elizabeth Gilman is a litigation associate in the firm’s Houston office. She focuses her practice on commercial disputes and is uniquely qualified in disputes involving the energy sector, especially oil and gas. Her technical education and experience enhances the value of her representation and counsel. She earned her undergraduate degree from Purdue University, majoring in industrial management with an emphasis in manufacturing. Ms. Gilman excels in her ability to work with clients and experts in complex fields. Ms. Gilman has experience in all phases of the dispute process which allows her to provide comprehensive representation for her clients. She has experience in early dispute management, litigation and arbitration through the appellate process and collection. She has tried cases both in front of a jury and an arbitrator. On behalf of her clients, she brings a high level of experience in energy litigation, and both on-shore and off-shore construction disputes. Ms. Gilman’s experience in contract negotiation and drafting further contributes to the value of her representation to her clients. Her experience spans many forums, including mediation, state and federal court, and domestic and international arbitration.

Judy Hensley, Associate, Roberts & Holland LLP
Judy M. Hensley concentrates on a wide variety of employee benefits and executive compensation matters in both the transactional and compliance contexts. She advises on tax, ERISA and other legal considerations relating to employee benefit plans, programs and arrangements, including design, administration and compliance of tax-qualified plans. She has advised clients on ERISA fiduciary matters for investment funds and plan fiduciaries. Her experience includes the structuring and design of equity compensation arrangements, including stock options, stock appreciation rights, restricted stock, restricted stock units, phantom stock, performance shares and LLC/partnership interests (including profits interests) and nonqualified deferred compensation plans, as well as executive employment, severance and change-in-control agreements. Judy also has advised clients on compensation and benefits issues unique to bankruptcy and restructuring transactions.

CLE credit is available for this webinar as follows:
  • Arizona, Credits: 1.0, Status: Available for Credit
  • California, Credits: 1.0, Status: Accredited
  • Continuing Education Units, Credits: 0.1, Status: Accredited
  • Colorado, Credits: 1.0, Status: Reciprocal Credit Available
  • Continuing Professional Education, Credits: 1.0, Status: Accredited
  • Florida, Credits: 1.0, Status: Self-Apply
  • Georgia, Credits: 1.0, Status: Accredited
  • General, Credits: 1.0, Status: Accredited
  • Hawaii, Credits: 1.0, Status: Accredited
  • Illinois, Credits: 1.0, Status: Accredited
  • Indiana, Credits: 1.0, Status: Accredited
  • Louisiana, Credits: 1.0, Status: Applied for Upon Completion
  • Minnesota, Credits: 1.0, Status: Applied for Upon Completion
  • Missouri, Credits: 1.2, Status: Accredited
  • Mississippi, Credits. 1.0, Status, Accredited
  • North Carolina, Credits: 1.0, Status: Accredited
  • New Hampshire, Credits: 1.0, Status: Available for Credit
  • New Jersey, Credits: 1.2, Status: Reciprocal Credit Available
  • New York, Credits: 1.0, Status: Accredited
  • Oregon, Credits: 1.0, Status: Applied for Upon Completion
  • Pennsylvania, Credits: 1.0, Status: Accredited
  • Texas, Credits: 1.0, Status: Applied For Upon Completion
  • Tennessee, Credits: 1.0, Status: Applied for Upon Completion
  • Virginia, Credits: 1.0, Status: Applied For Upon Completion
  • Vermont, Credits: 1.0, Status: Accredited
  • Washington, Credits: 1.0, Status: Applied

Practical Law provides practical, up-to-date resources across all major practice areas to help lawyers in law firms and in-house legal departments get up to speed quickly, save time and protect the bottom line.

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