Kevin Nolt will be speaking on June 5, 2025, at CalCPA’s 2025 Employee Benefit Plans Audit Virtual Conference. His presentation, “Common Retirement Plan Compliance Errors,” will address frequent pitfalls encountered in plan administration and explain how to identify and correct them before they become costly issues. This annual conference brings together professionals specializing in employee benefit plan audits, providing timely updates and practical guidance. More information is available on the CalCPA event page.

Mary Powell will be speaking on May 22, 2025, at the upcoming meeting of the Dallas/Fort Worth Chapter of ISCEBS on the topic: Pharmacy Benefit Managers (PBMs)—What ERISA Fiduciary Duties Relate to Prescription Drug Plans? Her presentation will examine the rising costs of prescription drugs and the pivotal role that pharmacy benefit managers (PBMs) play in this trend, as well as the fiduciary implications for plan sponsors. More information about the event: https://www.dfwiscebs.org/may-22-2025—webinar-pharmacy-benefit-managers.html

Mary Powell will present at an upcoming American Law Institute (ALI) CLE program on May 29, 2025.  She will discuss such items as cutting-edge health plan benefit designs and hot trends in prescription drug coverage. More information about the program: https://www.ali-cle.org/course/vcgy0529

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.