Best Practices for Plan Sponsors and New Trends in ERISA Litigation
Wednesday, June 19, 2019
1:00 PM EDT
Gregory J. Marsh, Managing Director, Bridgehaven Fiduciary Partners
Greg Marsh, one of Bridgehaven’s founding principals, has worked with retirement plan sponsors for more than 20 years. He specializes in plan administration, plan design and regulatory compliance, and investment selection and monitoring.
In 2013, Greg earned the Accredited Investment Fiduciary designation, which is awarded to industry experts by the Center for Fiduciary Studies, and he’s been named one of the Top Retirement Plan Advisors Under 40 by the National Association of Plan Advisors (NAPA), the primary trade association representing retirement plan advisors nationwide. Greg also currently serves as a leader on NAPA’s Government Affairs Committee, advocating on behalf of the industry in front policymakers and elected officials.
Greg has a B.S. in Finance from American University.
Thomas E. Clark Jr. JD, LLM
Tom Clark is a partner at The Wagner Law Group, a certified woman owned law firm specializing in ERISA & Employee Benefits. He manages the firm’s St. Louis office. His expertise encompasses all aspects of employee benefits, including the design, implementation and compliance of retirement plans, health and welfare plans, and executive and incentive compensation arrangements. He also has a robust practice assisting service providers such as investment advisors and third party administrators in meeting their ERISA compliance needs. His vast litigation experience includes defending plan sponsors and service providers and has included work on landmark ERISA cases such as Tibble v. Edison decided by the US Supreme Court. Tom also regularly defends ERISA fiduciaries against investigations by the Department of Labor and IRS, and is often retained to assist in resolving pre-litigation disputes, thus avoiding the cost and uncertainty of a court battle.
Tom has been quoted extensively as an ERISA and employee benefits expert by outlets such as Reuters, the Associated Press, Bloomberg, and Forbes. He regularly travels the country speaking to groups of ten to two thousand about important ERISA and employee benefits topics. Tom has taught ERISA Fiduciary Law as an Adjunct Professor at The Washington University in St. Louis School of Law, his alma mater, for the past six years.
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