Theresa S. Gee, Counsel, O’Melveny & Myers LLP to Speak at KC’s Event
New York, NY, May 22, 2015 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, announced today that Theresa S. Gee, Counsel, O’Melveny & Myers LLP, will speak at the Knowledge Congress’ webcast titled “ERISA's Fiduciary Trap: An Update on What Service Providers and Plan Sponsors Should Know LIVE Webcast.” This event is scheduled for May 26, 2015, from 12 p.m.-2 p.m. (ET).
For further details, please visit:
http://theknowledgegroup.org/event_name/erisas-fiduciary-trap-an-update-on-what-service-providers-and-plan-sponsors-should-know-live-webcast/
About Theresa S. Gee
Theresa S. Gee is a counsel in the Washington, D.C., office of O’Melveny & Myers LLP. Her practice focuses on ERISA litigation and advice in connection with fiduciary responsibilities under ERISA. She joined the Firm from the U.S. Department of Labor’s Office of the Solicitor, where she was a Deputy Associate Solicitor in the division responsible for ERISA litigation and advice. Since joining O’Melveny, Tess has advised and defended clients on a variety of matters including responding to Department of Labor fiduciary investigations and inquiries; counselling financial institutions, plan sponsors, and other clients on fiduciary structure and processes, disclosures, and compliance with ERISA’s prohibited transaction provisions; and defending clients in ERISA class actions involving employer stock and investment fees and expenses. Tess received her B.A. from the University of California, Berkeley, and her J.D. from the University of California, Hastings College of the Law.
About O’Melveny & Myers LLP
With approximately 700 lawyers in 15 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 www.omm.com.
KC Event Synopsis
The panel of key thought leaders and practitioners will explain fiduciary fundamentals and discuss updates on the latest developments and issues for plan sponsors and service providers, including the Supreme Court’s Tibble decision concerning the duty to monitor, DOL’s recently re-proposed conflict of interest regulation, functional fiduciary concerns, post-Dudenhoeffer fallout for employer stock issues, implications of “excessive” fee litigation against service providers and plan sponsors, and updates on remedies. This live two-hour webcast will alert you to foundational and emerging issues, provide guidance on how to avoid common pitfalls and risks, and review key challenges and updates that plan sponsors and plan service providers should know.
Topics to be covered in this course include:
Risks That Service Providers and Plan Sponsors Face Under ERISA
Implications of the Re-Proposed Conflict of Interest Regulation for Service Providers and Plan Sponsors
Fundamental and Functional Fiduciary Issues
Emerging Trends and Risks in Employer Stock for Plan Sponsors post-Dudenhoeffer
Key Takeaways from Recent Major Fee Litigation (and Settlements), Including the Latest from the Supreme Court in Tibble v. Edison International
Post-Amara Remedies and Rochow v. LINA
Compliance and Best Practices
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. For further details, please visit http://theknowledgegroup.org.
For further details, please visit:
http://theknowledgegroup.org/event_name/erisas-fiduciary-trap-an-update-on-what-service-providers-and-plan-sponsors-should-know-live-webcast/
About Theresa S. Gee
Theresa S. Gee is a counsel in the Washington, D.C., office of O’Melveny & Myers LLP. Her practice focuses on ERISA litigation and advice in connection with fiduciary responsibilities under ERISA. She joined the Firm from the U.S. Department of Labor’s Office of the Solicitor, where she was a Deputy Associate Solicitor in the division responsible for ERISA litigation and advice. Since joining O’Melveny, Tess has advised and defended clients on a variety of matters including responding to Department of Labor fiduciary investigations and inquiries; counselling financial institutions, plan sponsors, and other clients on fiduciary structure and processes, disclosures, and compliance with ERISA’s prohibited transaction provisions; and defending clients in ERISA class actions involving employer stock and investment fees and expenses. Tess received her B.A. from the University of California, Berkeley, and her J.D. from the University of California, Hastings College of the Law.
About O’Melveny & Myers LLP
With approximately 700 lawyers in 15 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 www.omm.com.
KC Event Synopsis
The panel of key thought leaders and practitioners will explain fiduciary fundamentals and discuss updates on the latest developments and issues for plan sponsors and service providers, including the Supreme Court’s Tibble decision concerning the duty to monitor, DOL’s recently re-proposed conflict of interest regulation, functional fiduciary concerns, post-Dudenhoeffer fallout for employer stock issues, implications of “excessive” fee litigation against service providers and plan sponsors, and updates on remedies. This live two-hour webcast will alert you to foundational and emerging issues, provide guidance on how to avoid common pitfalls and risks, and review key challenges and updates that plan sponsors and plan service providers should know.
Topics to be covered in this course include:
Risks That Service Providers and Plan Sponsors Face Under ERISA
Implications of the Re-Proposed Conflict of Interest Regulation for Service Providers and Plan Sponsors
Fundamental and Functional Fiduciary Issues
Emerging Trends and Risks in Employer Stock for Plan Sponsors post-Dudenhoeffer
Key Takeaways from Recent Major Fee Litigation (and Settlements), Including the Latest from the Supreme Court in Tibble v. Edison International
Post-Amara Remedies and Rochow v. LINA
Compliance and Best Practices
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. For further details, please visit http://theknowledgegroup.org.
Contact
The Knowledge Congress
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
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