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Volume 6 Number 2 - Spring 2014

Video

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Transcripts

Welcome and Introductory Remarks

OPENING REMARKS:

Norman P. Stein, Professor of Law, Drexel University Thomas R. Kline School of Law

Panel 1: Setting the Stage: History Before the Ninety-Third Congress

MODERATORS:

Teresa Ghilarducci, Bernard L. and Irene Schwartz Chair in Economic Policy Analysis, New School for Social Research

Steven Sass, Program Director, Financial Security Project, Center for Retirement Research, Boston College

Peter J. Wiedenbeck, Joseph H. Zumbalen Professor of Law, Washington University School of Law

PANELISTS:

Frank Cummings, past Chief of Staff to Senator Jacob Javits

Henry Rose, past General Counsel, Pension Benefit Guaranty Corporation

Daniel Halperin, Stanley S. Surrey Professor of Law, Harvard Law School

Panel 2: Making Sausage: The Ninety-Third Congress and ERISA

MODERATORS:

James Wooten, Professor of Law, SUNY Buffalo Law School Damon Silvers, Policy Director and Special Counsel, AFL-CIO Judy Mazo, past Director of Research, the Segal Company

PANELISTS:

William J. Kilberg, past Solicitor for the U.S. Department of Labor

Jack Sheehan, past Legislative Director, United Steelworkers of America

Robert Nagle, past Executive Director, Pension Benefit Guaranty Corporation

Russell Mueller, past Staff, U.S. House Committee on Education and Labor

Panel 3: Negotiating the Agency Peace Treaty: Reorganization Plan No. 4

MODERATORS:

Phyllis Borzi, Assistant Secretary of Labor, Employee Benefits Security Administration

Mark Iwry, Deputy Assistant Secretary of Treasury for Retirement and Health Policy

Alan Lebowitz, Deputy Assistant Secretary, Employee Benefits Security Administration, U.S. Department of Labor

PANELISTS:

Ian Lanoff, past Administrator, Pension and Welfare Benefit Programs, U.S. Department of Labor

Dianne Bennett, Legislation Attorney, U.S. Congress Joint Committee on Taxation, Attorney-Advisor, the Office of Tax Legislative Counsel, U.S. Department of Treasury

Keynote: Other Perspectives

MODERATOR:

Norman P. Stein, Professor of Law, Drexel University Thomas R. Kline School of Law

PANELISTS:

David Cay Johnston, Syracuse University lecturer and former re- porter, The New York Times

Ellen E. Schultz, investigative reporter and editor, The Wall Street Journal

Mary Williams Walsh, reporter, The New York Times

Panel 4: ERISA and the Fiduciary

MODERATORS:

Dana Muir, Arthur F. Thurnau Professor of Business Law, Stephen M. Ross School of Business, University of Michigan

Robert Eccles, Partner, O’Melveny & Myers Peter Stris, Partner, Stris & Maher

PANELISTS:

Henry Rose, past General Counsel, Pension Benefit Guaranty Corporation

Frank Cummings, past Chief of Staff to Senator Jacob Javits

Robert Nagle, past Executive Director, Pension Benefit Guaranty Corporation

Panel 5: Some New Ideas and Some New Bottles: Tax and Minimum Standards in ERISA

MODERATORS:

Regina Jefferson, Professor of Law, Catholic University Jeremy Gold, Consulting Actuary

William Bortz, past Associate Benefits Tax Counsel, U.S. De- partment of Treasury

PANELISTS:

Daniel Halperin, Stanley S. Surrey Professor of Law, Harvard Law School

Russell Mueller, past Staff, U.S. House Committee on Education and Labor

Panel 6: Benefit Disputed and Enforcement Under Erisa

MODERATORS:

Scott Macey, President and CEO, ERISA Industry Committee Howard Shapiro, Partner, Proskauer

Mary Ellen Signorille, Attorney, AARP Foundation

PANELISTS:

Frank Cummings, past Chief of Staff to Senator Jacob Javits

Robert Nagle, past Executive Director, Pension Benefit Guaranty Corporation

Karen Ferguson, Director, Pension Rights Center

Reflections

ERISA: How it came to be; What It Did; What to Do About It

Retirement Security Worse on ERISA's 40th Anniversary

Increasing Coverage in Today's Private Retirement System

ERISA's Treatment of Default and Forfeiture Risk in Defined Benefit Pension Plans: Reflections from Erisa at 40: What Were They Thinking?

Fifty Years of Pension Law

"Ninety-Five Percent of [Them] Will Not Be Missed": Recovering the Tax Shelter Limitation Aspect of ERISA

Reflections on ERISA's Fiduciary Provisions: An Integral and Integrated Part of the Statute

I, Fiduciary: Some Reflections on the Definition of Fiduciary Under ERISA

A Reflection on ERISA Claims Administration and the Exhaustion Requirement