Speakers
Fred Reish | KEYNOTE SPEAKER
Fred Reish is an attorney whose practice focuses on fiduciary and best interest standards of care, prohibited transactions, conflicts of interest, and retirement plan issues. He is Of Counsel at the Ferenczy Benefits Law Center and is the Director of ERISA and Fiduciary Strategy for Prime Capital. Fred has been recognized as one of the “Legends” of the retirement industry by both PLANADVISER magazine and PLANSPONSOR magazine. Fred has received recognition awards including the ASPPA/Morningstar 401(k) Leadership Award and IRS Commissioner and Director awards for education of the retirement industry.
Fred currently serves as a member of CFP Board's Public Policy Council and is a Fellow at LIMRA’s Retirement Income Institute. He has written more than 350 articles and four books about retirement plans.
Jason Figgat | Pension Assurance
Jason Figgat graduated from BYU in 2007 and has been auditing for approximately 18 years.
While he has always worked on the audits of employee benefit plans, he joined his current firm, Pension Assurance LLP, in January 2021 to focus exclusively on employee benefit plan audits. Jason was promoted in January 2025 to Partner and primarily helps the firm in its networking and sales efforts.
When not auditing, Jason enjoys running, gardening, his home theatre, and gaming online with his brother and their mutual friends.
Mica Fisher | Fidelity Investments
Mica has over 17 years in the financial services industry—including 15 years at Fidelity specializing in 401(k) sales. Mica is a Regional Director for Fidelity Investments in Northern California. He brings a deep wealth of expertise, strong leadership, and an unwavering commitment to client success. Throughout his career, he has held several pivotal roles, working closely with advisors, plan committees, and participants. His broad experience provides him with a well-rounded perspective on client needs and strategic solutions that drive results.
He holds the CFP® and CRPS ® designations. He recently relocated from Florida to the Bay Area.
John Griffin | ASC
Katuri Kaye | Trucker Huss
Katuri Kaye focuses her practice on qualified retirement plans, advising employers, plan sponsors, and service providers across a range of industries—including Fortune 50 companies—on the design, operation, and compliance of defined benefit (traditional and cash balance) and defined contribution plans (401(k), profit sharing, ESOPs, and money purchase pension plans). She also counsels tax-exempt organizations, public schools, and universities on 403(b) and 457(b) plans. Katuri regularly assists clients with plan administration issues, plan document and SPD drafting, negotiations of service provider and investment management agreements, and M&A due diligence. She has deep experience guiding clients through Internal Revenue Service (IRS) and Department of Labor (DOL) processes, and is highly regarded for her strategic and cost-effective use of correction programs, particularly the IRS’s Voluntary Correction Program (VCP). Katuri advises plan fiduciaries on their obligations under ERISA, including plan governance, claims procedures, required disclosures, and prudent oversight of service providers. She frequently provides fiduciary training and presents on emerging retirement plan issues, including EPCRS, plan corrections, plan governance and missing participants.
In addition to her legal practice, Katuri serves as the firm’s Director of Diversity, Equity, and Inclusion (DEI). She has been instrumental in shaping the firm’s strategy and culture— including developing the firm’s DEI Mission Statement and launching a DEI Billable Credit Program. She also represents the firm in outreach with external organizations.
Katuri is a lifetime member of the Black Women Lawyers Associations of Los Angeles and Northern California. She also holds multiple leadership positions within external organizations. Katuri’s contributions to the field have been recognized by multiple organizations. She was honored as a Leader for the 2024 DCIIA Awards, named Attorney of the Year in Labor and Employment by the Los Angeles Business Journal in 2020, recognized as a 2020 Southern California Super Lawyers Rising Star, and included in the Los Angeles Business Journal’s 2019 Most Influential Women Lawyers list. She is admitted to practice in California, New York, the District of Columbia, and Virginia.
Soojin Kim, Esq. | Soojin Kim Law
Ms. Soojin Kim, Esq. is the owner and principal attorney of Soojin Kim Law, a boutique estate planning firm based in El Dorado Hills, California. Ms. Kim has a B.A. in Political Science and Sociology from the University of California at Davis and a J.D. from Lincoln Law School of Sacramento.
Ms. Kim has been practicing in Trusts & Estates for 12 years. Her practice focuses on helping clients establish estate planning documents, assist families through probate and trust administration, as well as conservatorships. Ms. Kim’s joy in life is stepping up to the challenge of running a successful practice while maintaining her peace. It is not a challenge she takes lightly and the relationships she builds with her clients, and their core advisors, are the most rewarding part of her journey. Her philosophy is that there is an estate plan for every person, and no two estate plans are the same.
Outside of work, Ms. Kim and her husband are parents to a darling daughter and a guard dog stuck in a miniature-schnauzer’s body. Ms. Kim’s guard dog’s piercing bark alerts her to delivery trucks, raindrops, and falling leaves, for which Ms. Kim is eternally grateful.
Chip Logan | Voya
Chip is an Associate Vice President for Voya Financials' Multiple Employer Solutions, working with the sales teams, TPAs and Financial Advisors in the development and growth of Pooled Employer Plans and Multiple Employer Solutions. He has 30 years in the financial services industry in an array of roles including Head of Key Accounts for ING Life Group, National Sales Manager of Estate Planning and Trust for Wachovia Securities, and Executive Director of the Mountain Regional Consulting Center for UBS.
In 2010, Chip transitioned exclusively to qualified plans, believing in the importance of supporting plan sponsors and advisors in their work to help employees achieve a dignified retirement. In 2012 he launched RetireAssist, a consultative and digital retirement plan company, enabling small organizations and their employees to access sophisticated streamlined solutions.
Chip lives in Denver, Colorado and when he isn’t working, he enjoys the trails and slopes of the Rockies with his sons, family and friends.
Nancy Miranda | Fidelity Investments
Nancy is a Regional Account Executive with Fidelity. She has spent her entire career in financial services with the last 20 years focused on Corporate and Non-Profit Retirement Plans in Northern California. She brings broad knowledge of the marketplace and passion for improving plan outcomes to every interaction.
Nancy earned the CFP® designation with a Financial Planning Certificate through the University of California, Berkeley in 2021. She is active with the Western Pension and Benefits Council and WE Inspire. Promote. Network. (WiPN).
James C. Paul, J.D. | Employee Benefits Law Group
Jim Paul is an employee benefits and tax attorney with 39 years of experience and a shareholder at Employee Benefits Law Group PC. Jim counsels employers and fiduciaries through the full life cycle of retirement and benefits plans and brings a combination of deep technical knowledge and practical, solution-oriented advice to some of the most complex issues in the benefits landscape.
Jim’s practice spans virtually every corner of employee benefits law, including qualified retirement plans, nonqualified deferred compensation, welfare plans, executive compensation and stock-based compensation arrangements. He regularly advises employers on plan design, day-to-day administration, regulatory compliance and operational corrections. His practice also includes counseling employers and fiduciaries in mergers, acquisitions and corporate transactions. He is also recognized for his work with Employee Stock Ownership Plans advising on plan formation, stock purchase transactions, ongoing administration and fiduciary responsibilities. Jim also counsels clients on fiduciary issues and has experience in fiduciary litigation.
Jim earned his J.D. from Georgetown University Law Center and is a member of the State Bars of California and Arizona. He is a Fellow of the American College of Employee Benefits Counsel and has served in leadership roles including as Past President of the Sacramento Chapter of the Western Pension & Benefits Council and as a member of the American Society of Pension Professionals and Actuaries (ASPPA) Leadership Council, where he also served as Co-Chair of the Government Affairs Committee.
Jim is known for delivering insightful, accessible presentations that blend technical expertise with practical takeaways making him a trusted resource for employers, fiduciaries, and retirement industry professionals alike.
John Wood | Mcgee & Thielen Insurance Brokers
Established in 1920, McGee & Thielen is one of the oldest Property & Casualty insurance brokerages in Sacramento, offering its services to small and mid-size businesses, as well as families and individuals, with a focus on the Northern California marketplace.
John Wood has been with McGee & Thielen for over forty years, is one of three owners of the firm, and specializes in the areas of Professional and Management Liability insurance, which includes Errors & Omissions (E&O), Directors & Officers (D&O), Employment Practices (EPL), Cyber, and Fiduciary Liability coverages.
John serves on the boards of the Rotary Club of Sacramento, The Marguerite Home, and the Nonprofit Action Network.
When not doing “the insurance thing”, likes to play chess and guitar (both badly), and hike on the coast.