February Lunch Meeting: Surviving DOL Service Provider Investigations

  • Tuesday, February 18, 2014
  • 11:30 AM - 1:00 PM (PST)
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

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Find out why the DOL investigates Service Providers and what they are looking for during their examination. This session will help you prepare for that dreaded audit notice. Topics of interest will include document requests and deadlines, complying with 408(b)(2) disclosures, fiduciary duties and prohibited transaction rules, increase in service provider investigations, kickback and embezzlement cases. You won’t want to miss this!


Thank you to our sponsor:        

Our speaker will be Summer Conley of Drinker Biddle & Reath LLP. She is counsel in the firm's Employee Benefits & Executive Compensation Practice Group. Her practice covers a variety of employee benefit areas, including qualified plan work, executive compensation, and health and welfare issues such as HIPAA, COBRA, Section 125 and Healthcare Reform. Summer has assisted many companies in their compliance with the HIPAA privacy and Healthcare Reform rules. She has experience drafting all types of plan documents, summary plan descriptions and employee communications as well as advising clients regarding establishing, changing and terminating benefit programs, and entering into benefits service agreements. Summer assists plan sponsors and fiduciaries in complying with ERISA and the Internal Revenue Code. She also advises plan service providers (e.g., RIAs, investment managers, record-keepers, broker-dealers, etc.) with respect to their ERISA obligations.

Summer received her J.D. from Pepperdine University School of Law where she was the Valedictorian. She was also a note and comment editor for the Pepperdine Law Review. Summer received her B.A. from the University of California, Santa Barbara.


This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m.  The reservation deadline for the meeting is Wednesday, February 12, 2014

Western Pension & Benefits Council San Diego Chapter

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