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Arbitration of ERISA Claims

Level: Advanced
Runtime: 94 minutes
Recorded Date: December 15, 2020
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  • Arbitration Clause in ERISA Plan
  • Arbitration Basics
  • Agreement Questions & Analysis
  • Enforcement - ERISA Sec. 502(a)(2) and 409
  • Limits on ERISA Remedies
  • Additional Issues & Cases to Watch
Runtime: 1 hour, 34 minutes
Recorded: December 15, 2020


Experts will address questions on arbitrating ERISA claims.

This program was recorded on December 15th, 2020.

Provided By

American Bar Association
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Gregory Y. Porter

Bailey & Glasser LLP

Greg Porter has extensive trial and class action experience in complex pension, 401(k) plan, and employee stock ownership plan (ESOPs) lawsuits in federal court. Greg has led the firm’s ERISA and trust practice to major trial and appellate victories, including seminal decisions in the Seventh and Fourth Circuit Courts of Appeal and a $30 million trial judgment that broke new ground for ESOPs. With co-counsel, the firm’s ERISA practice won a 9-0 decision in the Supreme Court, Intel Corp v. Sulyma, that established key statute of limitations rights for employees in ERISA cases.

Greg has recovered hundreds of millions of dollars on behalf of employees who lost retirement savings in 401(k) plans and ESOPs. He understands complex financial transactions, investments, and instruments.

Greg has also developed techniques for successfully investigating and prosecuting complex lawsuits involving business valuation, securities lending, hedge funds, and private equity. He is a skilled appellate advocate who has argued appeals in the Second, Fourth, Sixth and Eighth US Circuit Courts of Appeal.

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Andrew Douglass

Reed Smith LLP

Andrew is a member of the firm’s Global Corporate Group and focuses his practice in the areas of employee benefits and executive compensation. He regularly counsels both public and private companies on their tax-qualified and non-qualified retirement plans, health and welfare plans, and other employee benefit arrangements.

He has extensive experience advising clients on issues that arise during mergers, acquisitions, debt and equity financing transactions, joint ventures, and private equity transactions. With a background as an actuarial consultant in the employee benefits practice of a large public accounting firm, Andrew brings a multi-faceted approach to helping employers address the legal, financial, and administrative issues that affect their employee benefit and executive compensation plans. Andrew helps companies of all sizes to design and implement effective employee benefit programs that align with their business goals.

Andrew is an active member in the Society for Human Resource Management (SHRM) and many other professional organizations relating to employee benefits and executive compensation issues. He is also a frequent speaker and author in the employee benefits community.

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Stacey C.S. Cerrone

Principal & Office Litigation Manager
Jackson Lewis, P.C.

Stacey C.S. Cerrone is a principal and office litigation manager of the New Orleans, Louisiana office of Jackson Lewis P.C. and a core member of the Employee Benefits and the ERISA Complex Litigation practice teams. Her nationwide practice focuses on the defense of complex ERISA class actions filed against public and private single employer ERISA plan sponsors and fiduciaries, as well as multi-employer plans and fiduciaries and ERISA plan services providers.

Stacey litigates a wide variety of class action claims, including 401(k) fee claims, stock drop claims, “church plan” and “government plan” claims, health and welfare plan claims, and ERISA Section 510 claims. She also litigates ERISA benefit claims and claims involving non-ERISA plans.

Stacey is also a prolific writer and lecturer on cutting-edge ERISA litigation and fiduciary issues, including for the ABA and Bloomberg BNA.

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