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Breakfast Forum: Excessive Fee Litigation -- From the Plaintiff's Point of View

  • Thursday, November 20, 2014
  • 7:30 AM - 9:30 AM
  • Hotel Irvine (formerly Hyatt Irvine), 17900 Jamboree Road, Irvine
  • 2


  • Early Bird pricing
  • Early Bird pricing

Registration is closed
Excessive Fee Litigation --
From the Plaintiff's Point of View

Our Speaker: Teresa Renaker

Joined Lewis Feinberg Lee Renaker & Jackson  as an associate attorney in 1997 and became a shareholder in 2003. Ms. Renaker represents plaintiffs in individual, multi-plaintiff, and class actions under ERISA, including claims for benefits and breach of fiduciary duty. Ms. Renaker also represents clients on state-law service-provider malpractice claims relating to employee benefits plans and claims under government employee benefits programs. Considered one of the Top 100 Northern California Super Lawyers,and Northern California Super Lawyers, Employee Benefits/ERISA, Ms Renaker attended Mount Holyoke College and later received her JD at University of California Berkeley School of Law.

The Program:

Teresa Renaker, Esq. will cover 401(k) fiduciary litigation issues, including:

Revenue sharing and recordkeeping fees

Share class selection: retail vs. institutional shares

Selection of actively vs. passively managed funds

Costs associated with unitized stock funds

Service provider conflict of interest claims

Service providers as fiduciary defendants: what courts are saying

New general account and stable-value fund cases

Fee litigation goes to the Supreme Court: implications of Tibble v. Edison for fee cases and beyond

Who should attend this program?

Plan Sponsors of employee benefit plans who want to keep up with the requirements and trends affecting those plans

Plan Fiduciaries who want to gain a better understanding of their responsibilities and the impact of upcoming legislation and regulatory changes.

Service Providers to employee benefit plans, especially third-party administrators, investment advisers, and accountants who want to enhance their ability to provide quality services to their clients.

Financial Advisors who want to enhance their ability to provide needed services to their clients.

All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.

  Continuing Education: 

1 CE for ASPPA certifications
1 CEC for NIPA certifications
1 CPE for CEBS
1.5 hours MCLE for California attorneys
1.5 hours for California CPAs
1.5 hours for Certified Financial Planners 
1 hour for ERPA and Enrolled Agents 

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:30 a.m.  The registration fee includes a full breakfast buffet and hosted parking in the self-parking lot at the Hotel Irvine.

The reservation deadline for this event is Friday, November 14, 2014.

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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