Broadcast Date: Monday, September 19, 2022
from 3:00 pm to 4:30 pm (ET)


The recent months have seen the significant increase in the number of Employee Retirement Income Security Act (ERISA) class action filings concerning the alleged mismanagement of 401(k) and 403(b) and independent contractor misclassification. As court rulings continue to emerge and reshape the regulatory landscape, it is imperative for plan sponsors and fiduciaries to revisit their existing ERISA plans to ensure compliance.  Likewise, they should stay updated with any developments in this field of law to avoid potential liability risks.

Join a panel of key thought leaders and distinguished experts organized by The Knowledge Group as they provide a comprehensive discussion of the retirement plan mismanagement issues that could result in ERISA class action. Speakers, among other things, will also offer critical strategies in facing the current tidal wave of fees and litigation.

Key topics include:

  • ERISA Class Action: Analyzing Retirement Plan Mismanagement Issues
  • Understanding the 401(k) and 403(b) Defined Contribution Employer-Sponsored Retirement Plans
  • Employee Misclassifications Issues and Other Legal Pitfalls
  • Best Compliance Practices
  • What Lies Ahead


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

Live Webcast



General knowledge of employee benefits law


NY Category of CLE Credit:

Areas of Professional Practice


Course Code:



Total Credit:

1.5 CLE

Speaker Panel:

Jonathan Sulds, Shareholder
Greenberg Traurig, LLP

Jon’s record of consistently achieving client objectives in his labor and employment practice has earned him a spot in Lawdragon’s Hall of Fame, designation as a Benchmark Litigation Labor & Employment Star, and repeated listings in Chambers, Best Lawyers, Super Lawyers, and The Legal 500. In the independent contractor/worker misclassification realm, his notable published victories include Hertz v. C’mmr of Labor, 2 N.Y. 3d 733(unemployment),  Montesano v. Xerox, etc, 265 F.3d. 86 (ERISA), and Davenport v. Harry N. Abrams, 249 F.3d 130 (ERISA). A cum laude graduate of Harvard Law School, Jon is a shareholder at Greenberg Traurig LLP; from 2010-2018, Jon co-chaired the firm’s Global Labor and Employment Practice which was twice named a Law360 Group of the year during his tenure.

David R. Johanson, Partner
Hawkins Parnell & Young LLP

David assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on executive compensation, equity incentive plans, non-qualified deferred compensation, employee stock ownership plans (ESOPs), ESOP transactions, mergers and acquisitions (and related tax planning), and business succession and estate planning. David has served as outside general counsel to numerous corporate clients over the past 36 years. He also frequently appears on behalf of clients in business and employment-oriented defense litigation in state and federal courts throughout the country, and before regulatory agencies (e.g., U.S. Department of Labor, Internal Revenue Service, etc.).


Jonathan SuldsShareholder

Greenberg Traurig, LLP


David R. Johanson, Partner

Hawkins Parnell & Young LLP

Date & Time:

Monday, September 19, 2022

3:00 pm to 4:30 pm (ET)

A recording will be available to view 24-48 hours after the live date.


Coming Soon.

Please check back again later.

Who Should Attend:

  • Labor & Employment Lawyers
  • Employee Benefits Lawyers
  • Benefits Administrators
  • Chief Human Resource Officers
  • VPs and Directors of HR
  • Chief Executive Officers
  • Chief Compliance Officers
  • Financial Advisors
  • Insurance Lawyers
  • General Counsel


Jonathan SuldsShareholder
Greenberg Traurig, LLP
David R. JohansonPartner
Hawkins Parnell & Young LLP



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