The Board's Oversight Role: ERISA Plans and Company Risk
Overview
Hosted by Holland & Knight, we will enjoy time for networking and an insightful expert panel discussion on ERISA defined contribution plans and the risks associated with plan design, plan portfolio design and plan oversight.
Registration
$00 Members and Guest of Members
$35 Non-Members
This is an in-person program only. Registration is required. No walk-ins are allowed.
Thank you to our National Sponsors!
Thank you to our Chapter Sponsors!
Thank you to our Event Sponsor!
Speakers
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Lindsey Camp Partner Holland & Knight
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Lindsey R. Camp is a litigation attorney who defends companies, fiduciaries and executives throughout the United States in Employee Retirement Income Security Act of 1974 (ERISA), employee stock ownership plans (ESOP), labor and employment, and business disputes. Ms. Camp has experience litigating complex cases involving ERISA, federal securities laws, federal whistleblower statutes, anti-discrimination laws, trade secrets and business disputes. During the course of her career, she has defended a number of class actions and ERISA breach of fiduciary duty actions. She has also been individually recognized by Legal 500 for ERISA litigation.
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Jennifer Moore CXO | Director of 401(k) Audit Services Autire Technologies, LLC & PriceKubecka, PLLC
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Jennifer is responsible for teaching advanced, data-driven auditing techniques to CPA firms throughout the US. She contributes to the development and enhancement of Autire, an auditing technology that has radically transformed how 401(k) audits are performed. Prior to changing her career over to the technology side of the accounting profession, Jen led the 401(k) auditing team at PriceKubecka and helped grow the 401(k) book of business from 16 audits in 2017 to over 300 in 2021. .
Moderator
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Christopher Cervantes Founder & Managing Partner Valorous Advisors
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Christopher Cervantes founded Valorous Advisors in 2022 as the capstone of his successful financial services career, which included more than two decades of serving corporate and wealthy families at Merrill Lynch Wealth Management. Across his career, he has excelled in providing exceptional service to retirement plan sponsors and plan participants who are looking to better understand and improve their retirement programs. Christopher consults with companies on all aspects of their retirement planning needs, including a review of their current program, exploring possible enhancements appropriate for both the company and its employees.
Christopher is a highly credentialed advisor, who has worked hard to earn the professional expertise that would be most relevant to his clients. He is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. He is also a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Retirement Planning Counselor℠ designation.
Among the industry recognition he has received, Christopher was named to the Financial Times’ “Top 401 Retirement Plan Advisors” (2020), Barron's “America's Top 1200 Financial Advisors” (2021), and Forbes “Best-in-State Wealth Advisors” (2022).
He earned his BBA in Accounting at Baylor University, where he met his wife. Living in Plano, Texas, they are both active in their church and community, and Christopher serves on the Leadership Council for the National Association for Plan Advisors. He also serves on the Baylor University Board of Advocates.