PROGRAM AGENDA. 4:30 6:00 p.m. Diversity Subcommittee Meeting (Union Terrace C, 3 rd Floor)

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1 American Bar Association SECTION OF LABOR AND EMPLOYMENT LAW EMPLOYEE BENEFITS COMMITTEE 2004 Midwinter Meeting Ritz-Carlton, New Orleans, Louisiana February 4-7, 2004 PROGRAM AGENDA Wednesday, February 4, :00-5:30 p.m. Registration (Union Terrace Foyer, 3 rd Floor) 4:30 6:00 p.m. Diversity Subcommittee Meeting (Union Terrace C, 3 rd Floor) 6:00-8:00 p.m. Welcome Reception (Courtyard) Thursday, February 5, 204 7:00 a.m. - 1:00 p.m. Registration & Information Desk (Ballroom Foyer, 2 nd Floor) 7:00 a.m. 8:00 a.m. Continental Breakfast (Ballroom Foyer) 7:00 a.m. 8:00 a.m. First-Time Attendee Breakfast (Crescent View, 2 nd Floor) (advance registration required) 8:00 a.m. - 1:30 p.m. General Session (Grand Ballroom) 8:00 a.m. - 8:10 a.m. Welcoming Remarks Committee Co-Chairs Mary Ellen Signorille, Individual Employee Co-Chair Jani K. Rachelson, Union & Employee Co-Chair Evan Miller, Employer Co-Chair 8:10 a.m. - 9:00 a.m. Benefit Claims and Individual Rights Elizabeth R. Lishner, Individual Employee Co-Chair Santa Monica, California William T. Payne, Union & Employee Co-Chair Pittsburgh, Pennsylvania Nancy G. Ross, Employer Co-Chair 9:00 a.m. - 9:30 a.m. Reporting and Disclosure Daniel N. Janich, Employer Co-Chair

2 Raphael Shannon, Union & Employee Co-Chair Jayne Zanglein, Neutral Co-Chair Silver Spring, Maryland 9:30 a.m. - 10:15 a.m. Retirement Plan Design, Qualification and Administration Lois Colbert, Employer Co-Chair Raleigh, North Carolina Barbara Kraft, Union & Employee Co-Chair Joyce A. Mader, Union & Employee Co-Chair Sue Stoffer, Employer Co-Chair Atlanta, Georgia 10:15 a.m. 10:25 a.m. Welcome by Section Chair-Elect Howard Shapiro, Chair-Elect New Orleans, Louisiana 10:25 a.m. - 10:40 a.m. Break (Ballroom Foyer) 10:40 a.m. - 11:30 a.m. ERISA Preemption and Effect on Other Laws Denise Clark, Union & Employee Co-Chair Sarah Dennis, Employer Co-Chair Tampa, Florida Marc Machiz, Individual Employee Co-Chair Robert Rachal, Employer Co-Chair New Orleans, Louisiana 11:30 a.m. 12:15 p.m. Special Topic: 401(K) Employer Securities Litigation Moderator: Dana Muir, University of Michigan Panelists: Chris Weals, Seyfarth Shaw Frederic Singerman, Seyfarth Shaw Lisa Belenky, Lewis & Feinberg Elizabeth Hopkins, Counsel for Appellate and Special Litigation Office of the Solicitor, Plan Benefits Security Division U.S. Department of Labor 12:15 p.m. - 1:15 p.m. Ethics Margery Sinder Friedman, Employer Co-Chair

3 Timothy Parsons, Neutral Co-Chair Denver, Colorado Douglas Selwyn, Union & Employee Co-Chair 1:15 p.m. 2:15 p.m. Young Lawyers / New ERISA Lawyers Luncheon (Acadia, 2 nd Floor) (advance registration required) Sponsored by Merrill Lynch Investment Managers 6:00 p.m. - 8:00 p.m. Cocktail Party at The Elms Mansion 3029 St. Charles Avenue Friday, February 6, :00 a.m. - 1:00 p.m. Registration & Information Desk (Ballroom Foyer) 7:00 a.m. 8:00 a.m. Continental Breakfast (Ballroom Foyer) 8:00 a.m. - 1:00 p.m. General Session (Grand Ballroom) 8:00 a.m. - 8:15 a.m. Report from the Senior Editors Jane Kheel Stanley, Editor Bethesda, Maryland Ronald Dean, Individual Employee Pacific Palisades, California D. Ward Kallstrom, Employer James I. Singer, Union & Employee St. Louis, Missouri 8:15 a.m. - 9:15 a.m. Welfare Plans: Technical & Statutory Kathryn Bakich, Neutral Co-Chair Deborah Lerner, Union & Employee Co-Chair Narberth, Pennsylvania Marc Nielsen, Union & Employee Co-Chair Peter Shinevar, Employer Co-Chair 9:15 a.m. - 10:15 a.m. Fiduciary Responsibility Douglas Greenfield, Union & Employee Co-Chair David Preminger, Individual Employee Co-Chair

4 Martha Jo Wagner, Employer Co-Chair 10:15 a.m. - 10:30 a.m. Refreshment Break (Ballroom Foyer) 10:30 a.m. - 11:15 a.m. Civil Practice and Procedure Lisa M. Gomez, Union & Employee Co-Chair Ronald S. Kravitz, Individual Employee Co-Chair Myron D. Rumeld, Employer Co-Chair Karen Wahle, Employer Co-Chair 11:15 a.m. - 12:00 p.m. Employment Discrimination and Employee Benefits Judith P. Broach, Union & Employee Co-Chair Mark Casciari, Employer Co-Chair Mark DeBofsky, Individual Employee Co-Chair 12:00 p.m. - 12:45 p.m. Special Topic: Cash Balance Plans Moderator: David Levin, Wiley, Rein & Fielding Panelists: Richard Shea, Covington & Burling Eva Cantarella, Hertz, Schram & Saretsky, PC Michele Varnhagen, Democratic Labor Counsel U.S. House Committee on Education and the Workforce Rep. George Miller, Ranking Democrat 5:00 p.m. 7:00 p.m. Cocktail Reception at Pat O Brien s on the River Co-sponsored by Shook, Hardy & Bacon, LLP 3 rd Floor, Jax Brewery Millhouse 600 Decatur Street Saturday, February 7, :00 a.m. - 1:00 p.m. Registration & Information Desk (Ballroom Foyer) 8:00 a.m. 9:00 a.m. Continental Breakfast (Ballroom Foyer) 8:45 a.m. - 1:00 p.m. General Session (Grand Ballroom) 8:45 a.m. 9:00 a.m. Criminal Law Roxella T. Cavazos, Employer Co-Chair

5 David Elbaor, Union & Employee Co-Chair Robert Nagle, Neutral Co-Chair McLean, Virginia 9:00 a.m. - 9:30 a.m. Corporate Plan Termination and Benefit Insurance Henry Rose, Neutral Co-Chair David Weingarten, Employer Co-Chair 9:30 a.m. - 9:50 a.m. Collective Bargaining and Employee Benefits Rick Dennerlin, Union & Employee Co-Chair Indianapolis, Indiana Charles Wolf, Employer Co-Chair 9:50 a.m. - 10:20 a.m. Jointly-Administered Plans/Withdrawal Liability Michael Alaimo, Employer Co-Chair Detroit, Michigan David Potts-Dupre, Union & Employee Co-Chair Jeff Stein, Neutral Co-Chair 10:20 a.m. 10:30 a.m. Refreshment Break (Ballroom Foyer) 10:30 a.m. - 11:30 a.m. Welfare Plans: Benefit Claims Blair Brininger, Individual Employee Co-Chair Thomas Lawrence, Employer Co-Chair Memphis, Tennessee Lissa J. Paris, Employer Co-Chair Hartford, Connecticut Deborah Wiener, Neutral Co-Chair 11:30 a.m. - 12:30 p.m. Committee Business Meeting

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