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Barbara Klepper
Shareholder
Winstead
Mergers and Acquisition Issues for Retirement and Health & Welfare Plans
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Ed Razim
Partner
Locke Lord LLP
The RFP Process and Managing the Aftermath: Best Practices & Fiduciary Responsibilities
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Felicia Finston
Partner
Finston Friedman Fisher Law Group
How Will that Impact my Plan?: Plan Document Compliance, Updating SBCs and other Participant Communications
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Angela Stockbridge
Of Counsel
Steptoe & Johnson PLLC
COBRA Administration: Compliance Pitfalls and Successfully Partnering with your Vendor
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Beth Allen
Attorney
Allen Benefits Law
Mental Health Parity: How to Comply with DOL Regulations
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Brian Giovannini
Counsel
Haynes and Boone, LLP
What’s Next with SECURE 2.0: Compliance Issues and Voluntary Provisions Update
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Robert Massa
Managing Director - Houston Operations
Qualified Plan Advisors
The RFP Process and Managing the Aftermath: Best Practices & Fiduciary Responsibilities