Mary Powell presented at the American Bar Association (ABA) May Tax Meeting, where she discussed the reason for plan sponsors to consider creating a health and welfare committee.  The ABA Tax Section’s annual meeting brings together leading practitioners, government officials, and academics for in-depth discussions and professional development. More details about the event: https://www.americanbar.org/content/dam/aba/events/taxation/25may/25may-program.pdf

Brian Murray presented on May 9, 2025, at the American Bar Association’s May Tax Meeting in Washington, D.C., as part of a panel titled Litigation Update. The panel discussed recent developments and key cases in employee benefits litigation, offering insights into the trends that are shaping the legal landscape. The ABA’s Tax Section meeting is a leading national event that brings together top practitioners and government officials for substantive discussions on current tax issues.

Joe Faucher will be speaking at The ESOP Association National (TEA National) Conference, taking place May 16 in Washington, D.C. His presentation will focus on Department of Labor investigations of ESOPs, providing insights into current enforcement trends and practical guidance for plan fiduciaries. The National Conference is the premier event for ESOP professionals and advocates, bringing together industry leaders from across the country. More information about the event is available on The ESOP Association’s website.

Scott E. Galbreath will present at the 2025 NIPA Annual Forum and Expo (NAFE) in Austin, Texas. The event will be held at the Austin Marriott Downtown, May 4-7, 2025. Scott will speak on Monday, May 5, on the topic of “Ensuring Your Inadvertent Failures Are Eligible for Self-Correction.” The 2025 NIPA Annual Forum and Expo (NAFE) will include the most brilliant minds in the retirement plan industry in one of the nation’s most distinctive and vibrant cities. Click here to learn more about the program.

Scott E. Galbreath will present “Retirement Plans for Tax Exempt Organizations” for the Sacramento Chapter of the Western Pension & Benefits Council on April 30, 2025. Scott will discuss why tax-exempt organizations are different; a comparison of 401(k) plans, 403(b) plans, and 457 plans; and which plan is best under case studies. Click here for more information about the event. 

Katuri Kaye will serve as Co-Chair of the Annual “Women of CMCP” Conference, taking place on April 22, 2025, in Los Angeles. This event brings together women attorneys from across California to foster meaningful connections and advance their careers, businesses, and overall well-being. Through dynamic panel discussions and small-group breakouts, attendees will gain valuable insights, share experiences, and strengthen their networks in the legal profession. A leader in her field, Katuri Kaye specializes in qualified retirement plans, advising clients on defined benefit and contribution plans, ESOPs, and tax-exempt entity plans. Her clients range from small businesses to Fortune 50 companies, and she also serves as Trucker Huss’ Diversity, Equity, and Inclusion (DEI) Director.