Washington DC is Focused on Retirement Plans: What Retirement Professionals Need to Know about What’s Going On

  • Thursday, September 22, 2022
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine

Registration


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Washington DC is Focused on Retirement Plans:  What Retirement Professionals Need to Know about What’s Going On

Join Us at Andrei's

Thursday, September 22, 2022

8:00 am to 9:45 am

Our Presentation:

The Hon. Bradford Campbell, a partner at Faegre Drinker and the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration, will cover the waterfront of current ERISA retirement plan issues from pending legislation and regulation to new trends in litigation.  Topics for discussion will include:

  • Whether Congress will pass new retirement legislation combining the House’s SECURE Act 2.0 and the Senate’s EARN and Rise and Shine bills
  • What’s next on DOL’s Final Rule on ESG and Proxy Voting
  • The Current and Possible Future of DOL’s Fiduciary Advice Definition and Related Exemptions (and What it Means for Rollovers)
  • What DOL’s Controversial Cryptocurrency Guidance Did and Didn’t Do 
  • Cybersecurity, Independent Plan Auditors, DOL Enforcement, and Much, Much More!

    Our Speaker:

    Bradford Campbell

    Mr. Campbell, partner at Faegre Drinker, is a nationally-recognized figure in employer-sponsored retirement plans. He counsels his clients in ERISA Title I issues and litigation, including fiduciary conduct and prohibited transactions. 

    Previously, Mr. Campbell held a number of other senior positions in the government, including Deputy Assistant Secretary of Labor, Senior Legislative Officer for the Department of Labor, and Senior Legislative Assistant for then-Congressman, later SEC Chairman Cox. Mr. Campbell received his law degree, cum laude, from the Georgetown University Law Center, and his AB from Harvard University. He is a member of the bar of the Commonwealth of Virginia and the District of Columbia.

      Continuing Education:

      • 2 CE for AIF 
      • 2 CECs for ERPA
      • 2 CPEs for ASPPA certifications
      • 2 CECs for NIPA certifications
      • 2 hours for California CPAs 
      • 1.75 hours of California MCLE
      • 2 hours for Certified Financial Planners
      • 2 CE for CRPS 
      • 2 CE for CEBS

      Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

      The reservation deadline for this event is Monday, September 19th.

      • 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.
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