When Regulators Step Back, Litigators Step In- An update on the changing landscape of ERISA enforcement and best practices

  • Monday, March 12, 2018
  • 5:00 PM - 7:00 PM
  • Moss Adams, 805 SW Broadway, Suite 1200, Portland, OR 97205

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When Regulators Step Back, Litigators Step In- An update on the changing landscape of ERISA enforcement and best practices

RESCHEDULED FROM 2.21.18. Please register again even if you were originally registered for 2.21.18.

The event will be held at Moss Adams. Wine/appetizers from 5:00 PM-5:30 PM and the speaker will be from 5:30 PM-6:30 PM.

Changes in leadership at the Department of Labor are having a significant impact on the priorities of the organization. For retirement plan sponsors and practitioners, this has meant delays in implementation and requirements brought about by the Fiduciary Rule. While practitioners have been overwhelmingly supportive of retaining the status quo, plan sponsors are feeling the heat of a more aggressive litigation environment. Active plaintiff firms with deep pockets and recent court successes continue to fuel expanded action.

In this presentation, we'll cover the changing litigation environment and its cross-section with changes in how the federal government enforces the Employee Retirement Income Security Act (ERISA).

About Our Presenter

Bonnie M. Treichel, J.D.
Bonnie M. Treichel is a senior consultant for Multnomah Group. She is also a member of the firm’s Technical Services Committee and serves as the chief compliance officer. Bonnie promotes a culture of compliance at Multnomah Group, offering expertise on a variety of ERISA and retirement plan-related issues.

Prior to joining Multnomah Group, Bonnie was a partner at a law firm that specialized in all aspects of retirement-related products and services – working both with plan sponsors and retirement plan service providers. Bonnie has been a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and events.

Bonnie earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law. She also graduated with honors from Truman State University, in Kirksville, Missouri, earning a degree in Political Science. Bonnie is a member of the State Bar of California. Bonnie is also a Certified Health Savings Adviser (CHSA®).

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