American Bar Association American Bar Association

ERISA Basics

 • DATE: May 10 - 12, 2006
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Probate and Trust Law, Taxation, Tort Trial and Insurance Practice and The American College of Employee Benefits Counsel


Who Should Attend?

 § In-house and Union Counsel making decisions regarding employee benefit plans and issues

§ Benefits Specialists seeking to expand their exposure and practices into these growing areas of concentration

§ All Private Practitioners who advise their corporate clients on employee benefit matters and draft plans

§ Consultants, Accountants and Corporate Executives seeking a more comprehensive understanding of ERISA issues

§ Litigators seeking to develop expertise in ERISA matters

§ All Attorneys who intend to work in the field of employee benefits


“The format of overview and breakout sessions made virtually every minute of the conference useful and informative.  I was also impressed with not only the high legal caliber of the presenters but also their skill in presenting and teaching the material.”

     Marka Peterson, Cohen, Milstein, Hausfeld & Toll, Washington, DC


“The program catered to all levels of experience – from first year attorneys to those who have practiced for 10 years.  The program can either provide a new benefits attorney with the basic building blocks of benefits law, as it did me, or expand an experienced attorney’s knowledge of the basics.”

     Jennifer Stojak, McGuireWoods LLP, Chicago, IL


 “A perfect complement to the learning curve of my first year of transactional ERISA practice.  I will be referencing the materials for a long time to come.”

     Kelly Kuglitsch, von Briesen & Roper, SC, Milwaukee, WI


This program provided a great cross section of ERISA and its impact on employee benefits and tax law.  A one-of-a-kind program.” 

     April Krueger, Holland & Knight LLP, Miami, FL 


 “Top to bottom, speakers were at the top of their game, extremely knowledgeable and substantive information presented in depth.  Hands down the best CLE experience in my 10 years of practice.”

     William H. Foster, Nelson Mullins, Greenville, SC 



Elizabeth R. Lishner, Program Co-Chair, Law Offices of Elizabeth R. Lishner, Santa Monica, CA 
Joyce A. Mader, Program Co-Chair, O’Donoghue & O’Donoghue LLP, Washington, DC
Martha Jo Wagner, Program Co-Chair, Venable LLP, Washington, DC 

Joni L. Andrioff, Jones Day, Chicago, IL  
Gregory K. Brown, Katten Muchin Rosenman LLP, Chicago, IL

Mark Casciari, Seyfarth Shaw LLP, Chicago, IL

Denise M. Clark, H.E.R.E.I.U. Welfare-Pension Funds, Aurora, IL 
Lois Wagman Colbert, Kilpatrick Stockton LLP, Raleigh, NC

Greta E. Cowart, Haynes & Boone, LLP, Dallas, TX 

Susan J. Daley, Perkins Coie LLP, Chicago, IL 
Mark DeBofsky, Daley, DeBofsky & Bryant, Chicago, IL
Martha L. Hutzelman, Kruchko & Fries, McLean, VA

Todd F. Jackson, Lewis, Feinberg, Renaker & Jackson, PC, Oakland, CA 
Sally Doubet King, McGuireWoods LLP, Chicago, IL

Ronald S. Kravitz, Liner Yankelevitz Sunshine & Regenstreif LLP, San Francisco, CA 
Thomas H. Lawrence, Lawrence & Russell, LLP, Memphis, TN

Deborah M. Lerner, Willig Williams & Davidson, Philadelphia, PA
David R. Levin, Gardner Carton & Douglas LLP, Washington, DC

Gabriel J. Minc, Law Office of Gabriel J. Minc, Chicago, IL  
Teresa Renaker, Lewis, Feinberg, Renaker & Jackson, PC, Oakland, CA
Priscilla E. Ryan, Sidley Austin LLP, Chicago, IL
Charles B. Wolf, Vedder, Price, Kaufman & Kammholz, PC, Chicago, IL 
Kay Kyungsun Yu, Pepper Hamilton, LLP, Philadelphia, PA



Attend the entire three-day program, each breakfast and network with other registrants and faculty.  Registrations must be postmarked, e-mailed or faxed by Tuesday, April 11 to receive the discount. 


Early Bird Registration – Before April 11

        ·    $900    General Public           

·    $850    ABA Member ($50 Savings — join a Section, and save even more!)

·    $800    Sponsoring Section Member ($100 Savings)


Full Tuition – After April 11

·    $950    General Public

·    $900    ABA Member ($50 Savings — join a Section, and save even more!)

·    $850    Sponsoring Section Member ($100 Savings)


On-Site Tuition

·    $1000  General Public  

·    $950    ABA Member ($50 Savings — join a Section, and save even more!)

·    $900    Sponsoring Section Member ($100 Savings)



If three or more people register from the same firm, one registrant will receive a $50 reduction in program tuition!  Every registrant will receive a copy of the informative course materials book that can be used as a comprehensive resource long after the program is held.  Each registrant will also be eligible for MCLE accreditation within those states that require continuing legal education.


A limited number of scholarships to defray tuition expenses for full-time LL.B. candidates only are available for this program.  To request an application or receive additional information, contact Karen Case at (202) 662-8641.  Scholarship applications must be received in the ABA offices no later than thirty days prior to the program presentation.


Required sponsor documentation has been forwarded to and credit requested from MCLE states with general requirements for all lawyers.  17.5 hours of credit, including 1 hour of ethics credit,  have been requested from states that recognize a 60-minute credit hour and 21 hours, including 1.2 hours of ethics credit, from those states granting credit hours on a 50-minute basis (20.5 hours, including 1 hour of ethics credit, from NY state).  Lawyers seeking credit in Pennsylvania must pay a fee of $1.50 per credit hour directly to the PA CLE Board.  The ABA pays applicable fees in other states where the sponsor is required to do so.  In states where a late fee may become applicable, the ABA pays this fee as well.  Please be aware that each state has its own rules and regulations including its definition of CLE as well as “Ethics”.  Therefore, certain programs may not receive credit in some states.  Please check with your state agency for confirmation of general as well as ethics approval for any program.  You may contact the ABA Service Center at (800) 285-2221 or Karen Case at (202) 662-8641 for confirmation of the number of CLE credit hours requested by the ABA or credit approved by any particular state.  This transitional CLE program has been approved for all New York licensed attorneys in accordance with the requirements of the New York CLE Board for NYMCLE.


If you have a specific question that you want answered, you can fax it up to the day before the program to Karen Case (FAX # (202) 662-8682), or ask the speakers directly during the program presentation.


If special arrangements are required, please contact Karen Case at (202) 662-8641. Reasonable advance notice is requested.


Refunds will be made only if requests are received in writing by Tuesday, April 11, and a $50 administrative fee will be charged.  No refunds will be made for requests received after Tuesday, April 11.  Substitute registrants for the ERISA Basics National Institute are welcome


Written confirmation of your registration will be e-mailed to you upon receipt. Please bring it with you to the National Institute as proof of registration. If you do not receive the confirmation notice prior to the presentation, please call the ABA at (202) 662-8641 at least 24 hours in advance to confirm that your registration was received and that the program is being held as scheduled.



Extended to Wednesday, April 19

You may make hotel reservations at The Drake Hotel, 140 East Walton Place, Chicago, IL 60611.  A limited number of rooms have been set aside for National Institute registrants at $249 for a single or double room.  All room rates are subject to city occupancy and sales tax, and unclaimed rooms will be released on April 19, 2006, after which the hotel will accept reservations on a space‑available basis only.  All reservations must be guaranteed with a major credit card.  Cancellations or modifications must be made at lest 48 hours prior to the scheduled day of arrival to avoid a one-night cancellation charge.   For hotel reservations, call The Drake Hotel directly at (312) 787-2200 or 1-800-55 DRAKE.


The American Bar Association has secured discounted rates with American and US Air for all National Institute participants. To make reservations, or for more information call:

American Airlines  (800) 433-1790

ABA Account 18395

US Air  (877) 874-7687

ABA Account 55663548

ERISA Basics
Program Brochure
Program Registration
AGENDA - Wednesday, May 10, 2006
AGENDA - Thursday, May 11, 2006
AGENDA - Friday, May 12, 2006
Purchase Audiotapes or Course Materials Books
Attendee Area




For more information about the ABA Joint Committee on Employee Benefits, visit the JCEB website.