Presenting...

Recent Developments in ERISA Litigation and
Tips on Fulfilling Your Fiduciary Duties

With guest speaker:

Brad Huss
Trucker Huss
ERISA and Employee Benefits Attorneys

Mark your calendar
NOTICE: In order to reduce the spread of COVID19, this meeting will be held as a webinar. Registrants will receive webinar detail soon.

Wednesday, March 18th  |  5:00 - 7:00 pm
Arden Hills Athletic and Social Club

TOPIC DETAIL

In this presentation:

Brad Huss will speak on recent ERISA court cases involving 401(k) plan fees and investments, 403(b) university plans, company stock, defined benefit plans and fiduciary breach litigation. The discussion will include practice tips for plan governance and fulfillment of fiduciary duties.

Important features include:

• Arbitration provisions in plan documents
• Protective plan provisions
• DC plan best practices
• Fiduciary liability insurance issues

Brad Huss is a Director of the San Francisco and Los Angeles law firm of Trucker Huss, APC, which practices exclusively in the fields of ERISA and employee benefits. 

Mr. Huss concentrates his practice on ERISA litigation, fiduciary responsibility matters, Department of Labor investigations and qualified pension and profit sharing plans.  Mr. Huss has spoken numerous times on these topics throughout the country and has testified before the United States Senate Finance Committee concerning retirement security issues. 

Mr. Huss is a member of the Board of Directors of the American Bar Association Retirement Funds, a Charter Fellow and a former member of the Board of Governors of the American College of Employee Benefits Counsel.  Mr. Huss is a past member of the Board of Directors of the American Society of Pension Professionals and Actuaries, a former chair of the Employee Benefits Committee of the Section of Tort Trial and Insurance Practice of the American Bar Association and a past President of the San Francisco Chapter of the Western Pension & Benefits Council.

SCHEDULE

• 4:30 - 5:00 Registration/Reception
• 5:00 - 7:00 Meeting
• Reception following

CONTINUING EDUCATION
2 CE or 2 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP (pending)
• JBEA
• MCLE for California attorneys
• CEBS
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

FURTHERMORE

• Have some food and beverages on us!

Special thanks to our Chapter Sponsors


CliftonLarsonAllen

Genovese Burford & Brothers

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