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Breakfast Forum: ERISA Litigation

  • Thursday, February 20, 2014
  • 7:30 AM - 9:30 AM
  • Hotel Irvine, 17900 Jamboree Road, Irvine (Formerly the Hyatt Regency)


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

ERISA Litigation Update 2013/2014:
You’ve Been Served!
Thursday, February 20, 2014 v 7:30 to 9:30 a.m.

Meet us at the Hotel Irvine*,

Doors open at 7:30 a.m. for check-in, breakfast and networking. The registration fee includes a full breakfast buffet and hosted parking in the hotel's self-parking.

The presentation will begin at 8:00 a.m. and ends at approximately 9:30 a.m.

Reservation deadline for this event is Friday, Feb 14, 2014.  

·         Litigation is expensive and time-consuming, but

·         The parties often leave the courthouse with hard-won lessons for the future. 

Fortunately for us, the spectators, the experiences reflected in the pages of the Federal Reporter are available for all to see, and we can use the cautionary tales they tell to minimize the risks to our clients as they navigate the complex and evolving requirements that apply to employee benefit plans.

·         ERISA has been fertile ground for litigation in recent years, and 2013 did not mark a change in that regard. 

With the Affordable Care Act continuing to spur challenges as it works out its kinks, judicial developments relevant to employee benefits practitioners and plan sponsors are likely to keep coming in 2014 as well.  To keep you up-to-date about developments in the court during 2013 and to give you a preview of coming attractions in 2014, we will discuss the current hot topics in the benefits litigation world including the Supreme Court’s recent decision in Heimeshoff and its upcoming consideration of Dudenhoeffer and employer stock investments.  In addition, we will consider the ongoing impact of the ABB case, some of the key challenges to the Affordable Care Act, and other emerging issues including new potential sources of ERISA liability for private equity and similar investors.  Come join us as we learn from the mistakes of others and discover a few new ways to help our clients avoid ending up on the wrong side of the “versus” in a case caption.

This program will be of particular interest to:

ü       Plan Sponsors of qualified retirement plans who want to keep up with recent developments in ERISA law and resulting requirements affecting those plans.

ü       Service Providers to qualified retirement plans, especially third party administrators and accountants, who want to assist their clients in developing best practices in risk management for ERISA compliance.

ü       All Benefits Professionals who are interested in participating in a high-quality education forum and want to benefit from the knowledge and experience of other benefits professionals in the

Orange County benefits community. 

About our Speaker:

Timothy G. Verrall is a shareholder in the Houston office of Ogletree Deakins where he advises a diverse range of clients on a wide variety of employee benefit plan issues arising under ERISA, the Internal Revenue Code, and related federal and state laws including employee benefit plan design and administration, executive and incentive compensation, controversies and litigation, plan investments and health care privacy.  Tim is a past president of the Orange County Chapter of the Western Pension & Benefits Council and is a frequent speaker on employee benefits topics for industry organizations.

Continuing Education:

ASPPA – 1 CE Credit                                ERPA – 1 Hour

CEBS – 1 CPE Credit                                MCLE - (CA) - 1.5 Hours

CFP – 1.5 Hours                                         NIPA – 1 CE Credit

CPA - (CA) - 1.5 Hours                             General Credit - 1.5 Hours

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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