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Roberta Casper Watson

Work in The Wagner Law Group

Top Rated Family Law Attorney with 49 years of experience

ERISA

101 East Kennedy Boulevard, Suite 2140, Tampa, FL 33602

About
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About Roberta Casper Watson

Practice Areas

ERISA

Education

Harvard University Law School, Cambridge, Massachusetts, 1974
J.D.
University of Idaho, Moscow, Idaho, 1971
B.A.
- Major: Political Science
- Honors: cum laude

Classes and Seminars

Conducting Effective Service Provider RFPs for ERISA Retirement Plans - Panelist, Strafford CLE webinar, July 14, 2021
Urgent Health Plan Priorities - COBRA Subsidies, and Health and DCAP FSA Extensions and Expansions , Panelist, The Wagner Law Group Webinar, May 26, 2021
ERISA Covered Health and Welfare Plan Administration: Compliance, Fiduciary Liability, DOL Enforcement Actions, Co-panelist, Strafford CLE webinar, April 14, 2021
iability Insurance for ERISA Plan Sponsors: Minimizing Financial Risks During the Pandemic and Economic Downturn, Co-presneter Strafford Webinar, December 2, 2020
New Legislation Affecting Workplace Health & Welfare Benefits, Co-panelist with Dannae Delano and Barry Salkin, The Wagner Law Group free webinar, May 15, 2020
Lawyer Insights on SECURE Act Planning and Obligations, Co-panelist with Stephen Wilkes, Financial Experts Network webinar, April 30, 2020
Merger, Divestiture and Acquisitions and Employee Benefits - Co-panelist with David Gabor, Izzy Goldowitz and Mark Poerio, free live webinar with Institutional Investment Consulting Inc., March 24, 2020
Employee Benefits Multiple Employers, PEOs and Controlled Groups Update, anelists, American Bar Association Section of Taxation 2020 Midyear Tax Meeting, January 30 - February 1, 2020, Boca Raton Resort, Boca Raton, FL
New Individual Coverage and Excepted Benefit HRAs: DOL Guidance and Compliance Challenges for Employers - Panelist, Strafford live CLE webinar, January 29, 2020
Being Smart About M&A-Related Benefit Plan and Employment Issues - Co-panelist with David Gabor, Mark Poerio and Roberta Watson, The Wagner Law Group FREE webinar, June 11, 2019
Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements and Best Practices for Counsel , Co-panelist, Strafford Live Interactive CLE webinar, June 4, 2019
Florida West Coast Employee Benefits Council's Annual Educational Workshop, Roberta Watson (Council President), opening remarks, April 22, 2019, Centre Club, Tampa, FL
Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors , Webinar for Strafford, Tuesday, September 25, 2018
Agencies Issue Final Rule that Expands Duration of Short-Term Limited-Duration Health Insurance , Dan S. Brandenburg and Roberta Casper Watson, American Bar Association, Employee Benefits Committee Newsletter, August 2018
ERISA Reporting and Disclosure: Statutory Exclusions and Exemptions , Co-panelist, Strafford CLE webinar, August 14, 2018
ERISA Compliance: Implementing Effective Claims Procedures Under Section 503 and DOL Regulations
Ethical Considerations Regarding Private Opinion Letters for Qualified Plans - Co-panelist, ABA Employee Benefits Spring Update, April 9, 2018, Washington, D.C.
ERISA Compliance and Monitoring 401(k) Investments: Safe Harbor Rules and Appointing Advisers – Co-panelist, webinar for Strafford, April 3, 2018
HSAs, FSAs, HRAs and Voluntary Insurance Programs: ERISA vs. Non-ERISA Compliance - Webinar for Strafford, Tuesday, November 28, 2017
Protecting Yourself: Private Determination Letters, Insurance, and Indemnification – Co-presenter with Jon Schultze at NCEO’s Fall ESOP Festival, October 3, 2017, at the Grand Hyatt, Tampa Bay, FL
Conducting Effective Service Provider RFPs for ERISA Retirement Plans - Webinar for Stafford Live CLE Webinars, July 13, 2017
What Every Employer Needs to Know About the Affordable Care Act - PART 2 - Health & Welfare Law Webinar, December 15, 2015
What Every Employer Needs to Know About the Affordable Care Act - PART 1 - Health & Welfare Law Webinar, November 12, 2015

Qualifications

Bar Admissions

Massachusetts, 1974
Florida, 1985
U.S. Supreme Court, 1979
U.S. Tax Court, 1979
U.S. District Court Middle District of Florida
U.S. District Court Southern District of Florida
U.S. District Court District of Massachusetts
U.S. Court of Appeals 1st Circuit
Supreme Court of Florida
Supreme Judicial Court of Massachusetts

Other Affiliations

Subcommittee on Special Insurance Problems, 1987 - Present (Chairman)
Harvard Club (Vice President of Programs)
Florida West Coast Employee Benefits Council (Member)
Northside Mental Health Center, 1987 - Present (Board of Directors)
American Heart Association, Hills City Chapter, 1988 - Present (Board of Directors)
Unitarian Universalist Foundation (Trustee)
Employee Benefits Interest Group of the American Bar Association's Health Law Section (Past Chair)
ABA Tax Section's Employee Benefits Committee, 1995 - 1996 (Member/Past Chair)
ABA's Joint Committee on Employee Benefits ("JCEB") (Past Chair)
American College of Employee Benefits Counsel (Charter Fellow)
American Law Institute (Member)
Tampa Bay Pension Council (Member)
American Bar Association, Health Law Section, Employee Benefits Interest Group, 1998 - 2001 (Chair)
The Florida Bar, Real Property, Probate and Trust Law Section (Employee Benefits Committee, Chair)
Hillsborough County Bar Association
The ESOP Association
Gulf Coast TE/GE Council (President)
American Bar Association, Labor and Employment Section, Employee Benefits Committee
American Law Institute
Member of CHIPRA Task Force, 2010 - Present
Harvard Club of the West Coast of Florida (Board of Directors)
Florida West Coast Employee Benefits Council, 1996 - 2003 (Board of Directors)
Northside Mental Health Center (Board of Directors)
Community Health Purchasing Alliance, District Six (CHPA)
Tampa Bay Pension Council