Scott E. Galbreath will present “Retirement Plans for Tax Exempt Organizations” for the Sacramento Chapter of the Western Pension & Benefits Council on April 30, 2025. Scott will discuss why tax-exempt organizations are different; a comparison of 401(k) plans, 403(b) plans, and 457 plans; and which plan is best under case studies. Click here for more information about the event. 

Katuri Kaye will serve as Co-Chair of the Annual “Women of CMCP” Conference, taking place on April 22, 2025, in Los Angeles. This event brings together women attorneys from across California to foster meaningful connections and advance their careers, businesses, and overall well-being. Through dynamic panel discussions and small-group breakouts, attendees will gain valuable insights, share experiences, and strengthen their networks in the legal profession. A leader in her field, Katuri Kaye specializes in qualified retirement plans, advising clients on defined benefit and contribution plans, ESOPs, and tax-exempt entity plans. Her clients range from small businesses to Fortune 50 companies, and she also serves as Trucker Huss’ Diversity, Equity, and Inclusion (DEI) Director.

Mary Powell will participate on the panel “A PBM Process” for PLANSPONSOR Roadmap: Health Plan Fiduciary Duties session on April 16. Attendees will learn how to create an optimal process for overseeing pharmacy benefit spend—and understand what drives cost. Panelists will also discuss allegations in recent lawsuits against employers and what processes and elements make a good defense.  Click here for more information about the program. 

Trucker Huss is pleased to announce Shannon Oliver was elected to the Executive Committee for the Golden Gate Chapter of the Association of Legal Administrators.  The Golden Gate Chapter of the Association of Legal Administrators was formed in 1977 to provide a forum for the growing number of professionals in the field of law office administration in the San Francisco Bay Area. The Chapter has members representing private law firms, corporations, government and other legal organizations.

Bryan Card will present “Fiduciary Hot Topics” at the Xponential 2025 Silicon Valley Fiduciary Summit on Wednesday, March 26 in Santa Clara, CA. The education-focused workshop is part of the 2025 Retirement Plan Road Show for finance, human resource and healthcare benefit executives, business owners, and fiduciaries.   Key topics for the 2025 Fiduciary Summit will include:  •           What Every Fiduciary Needs to Know for 2025 •           Advisor Benchmarking + RFI & RFP Best Practices •           Plan Sponsor Success Case Studies & Practical Applications •           How to Engage Your Employees With Financial Wellness Programs •           Fiduciary Hot Topics Click here for more information and registration. 

Trucker Huss proudly celebrates Katuri Kaye‘s recognition as part of the 2024 DCIIA Leader and Rising Star Awards. This prestigious honor highlights the leaders and rising stars in the DCIIA community who are contributing positively to their workplaces and communities. Presented by the Defined Contribution Institutional Investment Association (DCIIA), the awards recognize individuals making a meaningful impact. Honorees are acknowledged in two categories: Rising Stars and Leaders. Katuri earned a well-deserved spot among the Leaders driving change. The 2024 DCIIA Awards ceremony will take place on March 19, 2025, in Newport Beach, CA, where DCIIA will celebrate this year’s exceptional honorees. Since its founding in 2010, DCIIA has been dedicated to enhancing retirement security by fostering dialogue among defined contribution leaders who are committed to improving outcomes in the industry. Learn more about the awards: https://dciia.org/page/2024RisingStarsLeaders