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Breakfast Forum: Update on ERISA litigation and Lessons Learned

  • Thursday, September 19, 2019
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 5


Registration is closed

Update on ERISA litigation

and Lessons Learned

 The Presentation:

  •    What is happening now in 401(k)fee and defined benefit plan  litigation
  •    Plan provisions that can help if there is litigation
  •    Best practices for plan governance
  •    Regulatory and Legislative developments
  •    New SEC rules as they pertain to retirement plans

Brad Huss will review the most recent developments in ERISA litigation concerning employee benefit plans, including issues pending at the Supreme Court.  How to draft your plans with an eye to litigation will be discussed.  What should your plan fiduciaries be doing to fulfill their duties and protect against litigation?  What are the developments at the state law level?

 Our Speaker: Brad Huss, Director, Trucker Huss

 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.

Who Should Attend:

  • Plan Fiduciaries and Plan Sponsors who want more information about avoiding fiduciary litigation and current legislation affecting retirement plans
  • Financial Advisors who want to be knowledgeable about current litigation against plan sponsors and potential trends via proposed legislation
  • Auditors who want to know how current plan litigation is trending and issues they need to be aware of
  • Record keepers who would like to be updated on litigation aimed at plan fiduciaries and service providers
  • Consultants who would like to gain incite on current plan litigation and legislative trends
  • TPA’s who want more information about current fiduciary litigation and legislative efforts in the retirement plan arena
  • 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 experts
Continuing Education: 
2 CE for AIF Certification 
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 Friday, September 13.

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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