PLAY RECORDING

Overview:

Short-term disability (STD) and long-term disability (LTD) insurance plans are a crucial part of employee benefits. With the onset of the COVID-19 pandemic, the number of these disability claims has relatively spiked along with pandemic- and mental health-related disabilities. However, employers and plan sponsors grappled with assessing the eligibility of such claims. It has also heightened the risk for potential litigation. These issues underscore the need for employers, plan sponsors, and insurers to carefully manage their STD and LTD insurance plan coverage to avoid pitfalls. Also, the public policy environment for Social Security Disability Insurance, an integral part of most LTD benefits, is changing.

Listen as knowledgeable employee benefits practitioners Denise Y. Tataryn (Nolan, Thompson, Leighton & Tataryn, PLC) and Mark J. Warshawsky (American Enterprise Institute) provide an in-depth discussion on short- and long-term disability benefits claims and Social Security disability. Speakers will also present recent regulatory developments and share best practices to avoid pitfalls in this evolving regulatory climate.

Key topics include:

  • Short- and Long-Term Disability Claims: An Overview
  • Regulatory Trends and Developments
  • Critical Issues and Red Flags
  • Best Practices in Managing Disability Benefits Claims
  • Recent and Proposed Changes in SSDI Policies
  • How to Mitigate the Risks of Litigation
  • An Outlook

Credit:

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE)

 

Course Code:

149534

 

Prerequisite:

General knowledge of consumer law

 

NY Category of CLE Credit:

Areas of Professional Practice

 

Total Credit:

1.0 CLE


How to Claim CLE Credits Per State:

https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/


CLE State Requirements:

https://knowledgewebcasts.com/cle-state-requirements/

Speaker Panel:

Denise Y. Tataryn, Attorney
Nolan, Thompson, Leighton & Tataryn, PLC

Denise Y. Tataryn has more than 30 years of experience practicing in the employment law and ERISA areas. She gained a special expertise with ERISA while working with the Pension Benefit Guaranty Corporation. Since then, her ERISA practice focuses on assisting clients seeking long-term disability benefits and other employee benefits. She serves as a member of the Employee Benefits Council, Minnesota State Bar Association, and has been selected to Super Lawyers list since 2007.

Mark J. Warshawsky, Senior Fellow
American Enterprise Institute

Mark J. Warshawsky is a senior fellow at the American Enterprise Institute (AEI), where he focuses on Social Security and retirement issues, pensions, long-term care, and disability insurance.

Before joining AEI, Dr. Warshawsky served as deputy commissioner for retirement and disability policy at the Social Security Administration. Earlier he served as a member of the Social Security Advisory Board, vice chairman of the federal Commission on Long-Term Care, and assistant secretary for economic policy at the US Department of the Treasury, where he had a key role in the development of the Pension Protection Act of 2006. He has also held senior positions at Towers Watson, the Federal Reserve Board, the IRS, and the TIAA-CREF Institute.

Agenda:

SEGMENT 1:

Denise Y. Tataryn, Attorney

Nolan, Thompson, Leighton & Tataryn, PLC

  • Potential Traps Before Filing a Claim
  • Key STD/LTD plan provisions
  • Pitfalls of ERISA claim process
  • Benefit valuation/other income offsets
  • Standard of Review & Discretionary Bans

SEGMENT 2:

Mark J. Warshawsky, Senior Fellow

American Enterprise Institute

  • Updating the Listing of Impairments
  • Removing Inability to Communicate in English as an Education Category
  • Proposal to Change the Frequency and Notice of Continuing Disability Reviews
  • The Pressing Need to Modernize the Vocational Rules for Disability Eligibility
    1. The Current Medical-Vocational Grid is both too prescriptive and largely inadequate and outdated
    2. New BLS and Apt Assoc. comprehensive data on job requirements are now available

Date & Time:

Monday, September 20, 2021

12:00 pm to 1:00 pm (ET)

Materials:

Download Course Materials

Who Should Attend:

  • Disability Lawyers
  • Disability Representatives
  • Disability Consultants
  • Claim Personnel
  • Human Resource & Benefits Personnel
  • Human Resource Executives
  • General Counsel
  • Policy Analysts
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SPEAKERS

Denise Y. TatarynAttorney
Nolan, Thompson, Leighton & Tataryn, PLC
Mark J. WarshawskySenior Fellow
American Enterprise Institute

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