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ONLINE WEBINAR: ERISA Litigation Recent Hot Issues

  • 17 Mar 2020
  • 10:00 AM - 11:40 AM (PDT)


Registration is closed


March 17, 2020

10 am - 11:45 PST

ERISA Litigation Recent Hot Issues

This presentation covers developments in the courts in ERISA litigation matters, including the latest on 401(k) plan fee litigation, employer stock litigation, arbitration provisions in plan documents, and legal defenses (such as lack of standing and statutes of limitation) to fiduciary breach litigation.  The discussion will include cases currently pending before the Supreme Court and notable cases on breach of fiduciary duty claims. The panel will share practice tips for proper plan governance and fulfillment of fiduciary duties.

Important features include:

  • 1.     Employer stock litigation after Jander v. Ret. Plans Comm. of IBM (2d Cir. 2018) and the Supreme Court’s views on whether there is any intersection between securities laws and ERISA fiduciary requirements
  • 2.     Defined benefit plan funding and whether a fully funded plan can minimize risk of exposure to allegations of fiduciary breach related to plan investments, and potential outcomes for Thole v. U.S. Bank, N.A. (8th Cir. 2017)
  • 3.     What does “actual knowledge” mean for ERISA’s breach of fiduciary duty statute of limitation where participants allege that they have not read or understood plan investment documentation that plan fiduciaries make available to participants, and potential outcomes for Intel Corp. Inv. Policy Comm. v. Sulyma (9th Cir. 2018)
  • 4.     Pros and cons of including plan provisions requiring individual arbitration of ERISA claims after Dorman v. Charles Schwab Corp. (9th Cir. 2019)

Our Presenters: 

R. Bradford Huss, Clarissa A. Kang, and Dylan D. Rudolph of Trucker Huss, APC in San Francisco, CA – Mr. Huss has four decades of experience in ERISA and employee benefits and is a recognized authority on ERISA litigation and fiduciary duties.  Ms. Kang has been concentrating her practice on employee benefits and ERISA litigation for over 15 years as one of the leaders of the Trucker Huss ERISA litigation team.  Mr. Rudolph has been litigating cases since 2011, and recently authored articles regarding employer stock drop litigation and arbitration of ERISA claims.  All three defend plan sponsors and fiduciaries in ERISA litigation cases as members of Trucker Huss’s nationally recognized ERISA litigation group (First Tier Nationally in US News and World Report Best Lawyers). 

Continuing Education: 

  • 2 CE for AIF Certification (pending)
  • 2 CE for ASPPA certifications
  • 2 CEC for NIPA certifications
  • 2 CPE for CEBS
  • 1.75 hours MCLE for California attorneys
  • 2 hours for California CPAs
  • 2 hours for Certified Financial Planners (pending)
  • 2 hours CRPS (pending)
  • 2 hour for ERPA and Enrolled Agents 
  • 2 CE JBEA certifications

  Early bird Cost: $65 for members, $90 for non-members. For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card.

A Special Thank You to Our Sponsors


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:




PO Box 13
Parker, CO 80134

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