ERISA’s Fiduciary Duties: Recent and Significant Court Decisions
The uptick in the number of lawsuits filed under the Employee Retirement Income Security Act (ERISA) has become a growing concern for many fiduciaries. In the recent and highly anticipated Hughes v. Northwestern University ruling, the Supreme Court stressed the responsibility of fiduciaries in thoroughly monitoring investments within their plans and removing hasty investment options. Failure to do so entails a breach of fiduciary duty and potential legal liabilities.
This, along with several regulatory developments, are likely to bring drastic changes to how fiduciaries manage their retirement plans. Now, more than ever, exhaustive assessment of investment portfolios and proper fee disclosure become indispensable.
Join key thought leaders and practitioners in ERISA Dylan Rudolph (Trucker Huss) and David R. Johanson (Hawkins Parnell & Young, LLP) as they delve into the latest regulatory trends and court decisions under ERISA. Speakers, among other things, will also provide practical tips and effective strategies to ensure good fiduciary hygiene.
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Senior Partner and Partner-in-Charge, at NAPA Hawkins Parnell & Young LLP
David assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on executive compensation, equity incentive plans, non-qualified deferred compensation, employee stock ownership plans (ESOPs), ESOP transactions, mergers and acquisitions (and related tax planning), and business succession and estate planning. David has served as outside general counsel to numerous corporate clients over the past 38 years. He also frequently appears on behalf of clients in business and employment-oriented defense litigation in state and federal courts throughout the country, and before regulatory agencies (e.g., U.S. Department of Labor, Internal Revenue Service, etc.).
Director Trucker Huss
Dylan practices in the firm’s ERISA litigation practice group, which is ranked in the first tier nationally by the U.S. News – Best Lawyers “Best Law Firms” rankings. He represents plan sponsors and fiduciaries in a wide range of employee benefit cases, including complex ERISA class action lawsuits involving 401(k) and 403(b) defined contribution plans and Employee Stock Ownership Plans (“ESOPs”); cases involving individual claims for retirement and medical benefits; and claims for withdrawal liability and delinquent contributions involving multi-employer, “Taft-Hartley” pension plans. He is admitted to practice in all of the federal district courts located in California, the Ninth Circuit Court of Appeals, and the United States Supreme Court.
