Available until March 19, 2025
Speakers:
Cy Smith, Partner, Zuckerman Spaeder
Sara Lawson, Partner, Zuckerman Spaeder
Description: Actuarial assumptions come with potentially dramatic consequences for benefit plans, making it essential that plan sponsors and their actuaries have a relationship that is built on more than just trust. What questions should plan sponsors ask? How should actuarial reporting be structured? What guardrails should be in place to help avoid mistakes? Two litigators who have led high-stakes benefit cases and recently took an actuarial malpractice case to a jury trial will answer these questions, provide concrete steps for protecting against valuation mistakes, and offer guidance for identifying and addressing problems before they turn into a crisis.
Learning Objectives:
- Attendees will come away with concrete actions they can implement to prevent costly benefit plan valuation mistakes
- They will be better able to identify signals that there may be problems with a plan’s valuation
- They will be prepared to act if mistakes are discovered – both to prevent damage to the plan and to consider legal action
Registration Links:
On-Demand Webcast is Available Until: March 19, 2025
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (On-Demand): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Non-core
Speaker Bios:
Cy Smith is a partner with Zuckerman Spaeder, a premier national litigation firm that has won Law360’s Benefits Practice Group of the Year award three times. He has three decades of trial experience and is a Fellow of the American College of Trial Lawyers, primarily representing plaintiffs and defendants in large, complex civil litigation in diverse industries such as financial services and healthcare. Cy’s recent representation of the University of Pittsburgh Medical Center (UPMC) resulted in the health system receiving a $41.5 million settlement in a headline-making actuarial malpractice case, and he has represented other plan sponsors and fiduciaries in pension litigation. Law360 named Cy a 2022 Benefits MVP for his work on the UPMC case and other high-profile matters, and the Delaware Court of Chancery said his work over the years is “an exemplar of exactly how entrepreneurial plaintiffs’ contingent fee litigation ought to work.” Cy earned his J.D. from the University of Virginia School of Law and his B.A. from Dartmouth College.
Sara Lawson is a Zuckerman Spaeder partner who represents businesses and individuals in high-stakes commercial disputes, criminal litigation, and government investigations. Her clients include a major health system, health care organizations and providers, and senior leaders from a diverse range of businesses. Together with Cy Smith, Sara led the University of Pittsburgh Medical Center’s (UPMC) actuarial malpractice lawsuit, which was one of the most important recent legal cases related to benefit plan valuation mistakes. She has been recognized in The Best Lawyers in America for White Collar Criminal Defense every year since 2017. Sara earned her J.D. from the University of Maryland School of Law and her B.A. from the Johns Hopkins University.
General Webcast Information
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Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
Cancellation Policy: All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions? Please reach out to our Customer Care team [email protected]