Overview
Public Sector Experience
Heather works with public sector clients in connection with their retirement plans as well as in coordination with the California Public Employees' Retirement System (CalPERS). She works with public employers and their advisers on compliance issues in connection with the Governmental Accounting Standards Board (GASB). Heather also assists public sector clients with their health and welfare benefit plans, including retiree health plans.
Published Works and Speaking Experience
Heather authors and co-authors articles for the Journal of Pension Benefits and is a regular contributor to the 401(k) Advisor newsletter. Additionally, Heather is the co-author of the TIPS for TPAs newsletter, which addresses certain risk management and compliance issues for third-party administrators, and co-hosts the Plan Sponsor Audiocast, which addresses various hot topics that affect plan sponsors.
Heather is a co-author of the National Underwriting Company's Tools & Techniques of Employee Benefits and Retirement Planning (14th Ed.).
Related Legal Services
Related Industries
Credentials
Bar Admissions
California
Court Admissions
U.S. Tax Court
U.S. District Court for the Central District of California
Education
Southwestern Law School
J.D. (2005)
California State University-Northridge
B.A. (2000)
Insights & Events
Latest
Insights
News
Other Perspectives
Firm Blog Contributions
- LaborSphere – a resource providing coverage and insights on breaking cases, recently enacted legislation and a broad range of labor issues
- Spotlight on Benefits – a blog offering practical insight on legal developments which impact benefit plans
Leadership & Community
Pro Bono
Professional Associations
- National Institute of Pension Administrators (NIPA)
- American Society of Pension Professionals and Actuaries (ASPPA) — Associated Professional Member
- Western Pension and Benefits Conference, Los Angeles Chapter
- Annual Joint ASPPA and Western Pension Benefits Conference — Steering and Program Committees (Past Co-Chair, 2011-12; Past Member, 2010)
- ASPPA National Conferences — Chair, 2016-18; Vice Chair, 2014-16
- Western Benefits Conference — Committee, 2016
Firm Leadership
- Co-Leader, Financial Services Industry Group
Honors
- Faegre Drinker — Pro Bono Honor Roll, 2020-23
- Super Lawyers — Rising Star, Los Angeles, 2008, 2010-15
No aspect of these recognitions has been approved by the highest court of any state.