Craig Hoffman - ERISA Anniversary PresentationWednesday, November 14, 20243:30 p.m. - 6:00 p.m.
Seyfarth Shaw
560 Mission Street Suite 3100
San Francisco
Description
Ever wonder where the idea of cross testing came from? How about the origins of EPCRS? And why do we still have the top-heavy requirements? Inquiring minds want to know! You can learn the answers to these questions and more by attending this retrospective on how we got from adoption of ERISA in 1974 to current 2024 pension law and guidance. Help us celebrate 50 years of ERISA. This presentation will discuss key events, their effects on ERISA, and how they shaped our path forward.
SpeakerCraig Hoffman, Attorney/Senior ConsultantNova 401(k) Associates
Craig Hoffman's Bio
Craig P. Hoffman is an Attorney/Senior Consultant with Nova 401(k) Associates in Houston, Texas. For over thirty-five years, Craig’s practice has focused exclusively on federal tax and ERISA matters relating to the design, implementation, and operation of tax-qualified retirement plans. He previously served as Counsel to the Trucker Huss law firm in San Francisco, California.
Before joining Trucker Huss, Craig served 10 years as General Counsel for the American Retirement Association, (“ARA”), a national organization of over 20,000 members who provide actuarial, consulting, administrative, legal, investment and other professional services for qualified retirement plans and tax-sheltered annuities. Craig had previously served ARA as President, a member of the Board of Directors, Co-Chair of the Government Affairs Committee and Co-Chair of the Political Action Committee. Prior to joining ARA, Craig served for over 19 years as General Counsel to the Relius division of SunGard, which is now part of Fidelity National Information Services, Inc. (“FIS”).
Sponsored by:
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
info@wpbcsf.org
Address:
Western Pension and Benefits Council - San Francisco Chapter 1540 River Park Drive, Suite 211 Sacramento, CA 95815-4608 916-550-2608