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ERISA Claims and Appeals Procedures: DOL Regulations, Plan Terms, Compliance, and More

BARBRI

Feb. 23, 2026
On-Demand
Webinar

This CLE course will provide employee benefits counsel and plan sponsors a detailed analysis of practical methods for creating and implementing claims procedures in accordance with ERISA and DOL regulations. The panel will discuss ERISA requirements for establishing claims procedures, implications of DOL regulations and recent guidance, and techniques for drafting claims procedures to minimize violations and ensure compliance.

Description

Section 503 of ERISA requires employee benefit plans to establish claims procedures that will provide participants and beneficiaries written notice of any denial of benefits and the opportunity for a full and fair review of the denial. Failure to do so can result in lawsuits, penalties, and a stricter standard upon judicial review.

Benefits counsel and plan sponsors must abide by the DOL regulations and ERISA requirements. Implementing claims procedures can limit liability under Section 502(a) and increase the likelihood a court will uphold claim denial challenges.

Listen as our panel provides techniques for crafting and implementing claims procedures in accordance with Section 503 and DOL regulations to minimize liability and ensure compliance.

More Information, How to Register