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Join the DFW Chapter of ISCEBS for a webinar, "Review and Negotiation of Retirement Plan Service Provider Agreements" on Thursday, September 11, 2025, at 12:00 pm Central.
Our speaker, Tom Hogan, Counsel, with Haynes Boone, will discuss the review and negotiation of benefit plan service provider agreements with a focus on retirement plans and will cover items such as what to look for in service provider agreements, fee disclosure requirements, and ERISA fiduciary considerations (as applicable). CONTINUING EDUCATION:
HRCI approved for 1 HR General Credit
SHRM approved for 1 PDC
This program qualifies for one (1) CEBS Compliance credit.
Visit www.cebs.org/compliance for more information. |
DATE:
Thursday, September 11, 2025 TIME: 12:00 - 1:00 PM LOCATION: Virtual COST: Free ISCEBS Chapter Members $15 - Nonmember RSVP: By Tuesday, September 9, 2025 QUESTIONS: [email protected] |
Speaker:
Tom Hogan
Counsel
Haynes Boone
Thomas Hogan is a counsel in the Employee Benefits and Executive Compensation Practice Group in the New York office of Haynes Boone.
His practice focuses on multiple aspects of the firm's employee benefits practice, including ERISA fiduciary compliance, qualified retirement plans, employee benefits service provider agreements, nonqualified deferred compensation plans, employment agreements, and equity compensation arrangements.
Prior to joining Haynes Boone, Thomas worked for more than ten years as an in-house counsel for a retirement services provider advising on plan governance matters, ERISA "prohibited transaction" exemptions, plan corrections under the Employee Plans Compliance Resolution System, DOL and IRS plan audit investigations, and SECURE Act compliance. He has also provided counsel on DOL initiatives concerning fiduciary investment advice, ESG plan investments, and cybersecurity and missing participants best practices.
Further, Thomas previously practiced at a large international law firm and, prior to law school, as a consultant in a financial services compensation consulting firm.
Thomas is a contributor to Haynes Boone's Practical Benefits Lawyer blog, which discusses issues and developments in the areas of employee benefits and executive compensation. Thomas also contributes to Haynes Boone’s Investment Management Minute, a periodic briefing which provides a brief summary of newsworthy items and important legal developments for investment managers, investment funds, and broker-dealers.
Counsel
Haynes Boone
Thomas Hogan is a counsel in the Employee Benefits and Executive Compensation Practice Group in the New York office of Haynes Boone.
His practice focuses on multiple aspects of the firm's employee benefits practice, including ERISA fiduciary compliance, qualified retirement plans, employee benefits service provider agreements, nonqualified deferred compensation plans, employment agreements, and equity compensation arrangements.
Prior to joining Haynes Boone, Thomas worked for more than ten years as an in-house counsel for a retirement services provider advising on plan governance matters, ERISA "prohibited transaction" exemptions, plan corrections under the Employee Plans Compliance Resolution System, DOL and IRS plan audit investigations, and SECURE Act compliance. He has also provided counsel on DOL initiatives concerning fiduciary investment advice, ESG plan investments, and cybersecurity and missing participants best practices.
Further, Thomas previously practiced at a large international law firm and, prior to law school, as a consultant in a financial services compensation consulting firm.
Thomas is a contributor to Haynes Boone's Practical Benefits Lawyer blog, which discusses issues and developments in the areas of employee benefits and executive compensation. Thomas also contributes to Haynes Boone’s Investment Management Minute, a periodic briefing which provides a brief summary of newsworthy items and important legal developments for investment managers, investment funds, and broker-dealers.
