ERISA’s Fiduciary Trap: An Update on What Service Providers and Plan Sponsors Should Know

Broadcast Date: Tuesday, May 26, 2015 from 12:00 pm to 2:00 pm (ET)
human resources employment job teamwork
Jodi H. Epstein
Theresa S. Gee
Jake Linney, QPA, APFC, ERPA
Benjamin L. Grosz
Spencer F. Walters


About O'Melveny & Myers LLP

With approximately 800 lawyers in 16 offices worldwide, O’Melveny & Myers LLP helps industry leaders across a broad array of sectors manage the complex challenges of succeeding in the global economy. We are a values-driven law firm, guided by the principles of excellence, leadership, and citizenship. Our commitment to these values is reflected in our dedication to improving access to justice through pro bono work and championing initiatives that increase the diversity of the legal profession. For more information, please visit


About Pentegra Services, Inc.

Pentegra Retirement Services is a leading provider of retirement plan and fiduciary outsourcing solutions to organizations nationwide. Pentegra serves as ERISA Fiduciaries for nearly 1,000 employers nationwide. Founded by the Federal Home Loan Bank System in 1943, Pentegra offers a broad array of retirement plan solutions, including Multiple Employer Plans (MEPs) and Group Trusts, as well as single employer 401(k) plans, Defined Benefit Pension plans, Cash Balance plans, 412(e)(3) Fully Insured Defined Benefit plans, Split Funded Defined Benefit plans, KSOPs, ESOPs, Profit Sharing plans, Age-Weighted plans, New Comparability plans, 457(b) and 457(f) plans, 403(b) plans, 401(a) plans, Section 79 plans, Non-qualified Executive Benefit and Director plans, benefits financing solutions using BOLI and a broad array of TPA services. In addition Pentegra also serves the needs of institutional investors, offering partial or complete investment outsourcing capabilities.


About Ivins, Phillips & Barker, Chartered

Ivins, Phillips & Barker, founded by two of the original judges on the United States Tax Court in 1935, is the leading law firm in the United States exclusively engaged in the practice of federal income tax, employee benefits and estate and gift tax law. The firm’s lawyers are nationally recognized to be among the best and brightest in the country. Decades of focus on the intricacies of the Internal Revenue Code has led numerous Fortune 500 companies, as well as smaller companies, tax-exempt organizations, and high-net-worth individuals to rely on the firm for answers to the most complicated and sophisticated tax planning problems, as well as for complex tax litigation. Ivins provides expert counsel in all major areas of tax law, offering prompt and efficient attention whether for the most detailed and intricate of issues or for rapid responses to emergency situations.