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Anatomy of a Benefit Appeal – A Discussion and Primer on the Best Practices for Handling Benefit Appeals


  Free to International Foundation and ISCEBS Members

RECORDED – February 23, 2017
3:00-4:30 p.m. ET

In light of an increase in participant litigation and heightened DOL enforcement efforts, it is imperative that plans ensure their procedures and policies for handling benefit appeals are in accordance with applicable law and plan documents.  We will walk through each step of the appeal process up to and including litigation challenging benefit denials. We will discuss case examples at each stage of the process to assist attendees in developing a structure for handling benefit appeals that will put the plan in the best possible position in the event of litigation or audit. Finally, we will analyze recent participant litigation and the impact on plans going forward.

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Daniel Brice, Partner [view bio]
Blitman & King LLP
Syracuse, NY



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