2025 Defined Contribution West Coast Conference

Jamie Fleckner is speaking at the 2025 Defined Contribution West Coast Conference on a panel titled "TRACK A: How to Reduce the Risk of Being Sued and Increase the Chances of Winning the Case: Legal Landmines in DC Plan Management." The panel will unpack key cases—Intuit’s rare forfeiture settlement, Home Depot’s legal fight over proving alleged ERISA damages and the ongoing ESG debate, and will address lawsuit patterns and ways to protect your plan. This panel will offer valuable insight on how to assess your investment lineup, documentation, and plan operations through a legal lens to avoid costly missteps.

This conference allows attendees to get an inside look at how industry leaders are navigating regulatory shifts, meeting fiduciary responsibilities, and managing the day-to-day challenges of plan administration.