A Washington Update:
Legal & Regulatory Update for
Retirement Plan Professionals
The Presentation:
As one of the nation's leading experts on practical application of ERISA law, Jason Roberts will focus on:
I. Tax Reform, Deficit Reduction & Federal Budget: Impact on retirement plans
II. Defined Contribution/401(k) Plan Reforms: Current proposals to expand access to open MEPs, lifetime income, benefit statements, etc.
III. Fiduciary Duties: Litigation and enforcement trends
IV. DOL Fiduciary Rule: Overview of state/fate of current rule and impact on advisors, TPAs/recordkeepers and plan sponsors.
Our Speaker: Jason Roberts, Esq
Jason has been named as one of the “100 Most Influential in Defined Contribution” by the 401(k) Wire and a “Rising Star” by Super Lawyers Magazine.
He is the Founder and CEO of the Pension Resource Institute (PRI) providing strategic consulting, education and technology-based solutions for retirement plan service providers and plan sponsors.
Prior to founding PRI, Jason was a partner and co-chair of the Financial Services Group at a leading ERISA law firm, where his practice focused on employee benefits and securities regulation. He continues to provide legal counsel on ERISA- and investment-related matters through the Retirement Law Group, PC.
He received his B.S.B.A. in Finance & Banking from the University of Missouri and his J.D. from the University of California, Los Angeles (UCLA) School of Law.
Continuing Education:
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for California CPAs
2 hours for Certified Financial Planners
2 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 9:45 a.m. The registration fee includes a full breakfast buffet and hosted valet parking.
The reservation deadline for this event is Thursday, September 7.
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.
