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Craig Hoffman - ERISA Anniversary Presentation

  • November 14, 2024
  • 3:30 PM - 6:30 PM
  • 560 Mission Street Suite 3100

Registration


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Craig Hoffman - ERISA Anniversary Presentation
Wednesday, November 14, 2024
3:30 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.

Speaker
Craig Hoffman, Attorney/Senior Consultant
Nova 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

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