Summer Conley

Counsel

Los Angeles

(310) 203-4055 phone
(310) 229-1285 fax

Summer Conley is counsel in the firm's Employee Benefits & Executive Compensation Practice Group. Her practice covers a variety of employee benefit areas, including qualified plan work, executive compensation, and health and welfare issues such as HIPAA, COBRA, Section 125 and Healthcare Reform. Summer has assisted many companies in their compliance with the HIPAA privacy and Healthcare Reform rules. She has experience drafting all types of plan documents, summary plan descriptions and employee communications as well as advising clients regarding establishing, changing and terminating benefit programs, and entering into benefits service agreements. Summer assists plan sponsors and fiduciaries in complying with ERISA and the Internal Revenue Code. She also advises plan service providers (e.g., RIAs, investment managers, record-keepers, broker-dealers, etc.) with respect to their ERISA obligations.

In General. Summer received her J.D. from Pepperdine University School of Law where she was the Valedictorian. She was also a note and comment editor for the Pepperdine Law Review. Summer received her B.A. from the University of California, Santa Barbara.

Publications

10/21/2013
California HR Newsletter
May Certain Employee Classes be Excluded?
07/30/2013
California HR Newsletter
Exploring DOMA’s Impact on Employment Law and Benefit Plans
07/11/2013
Health Care Reform Update
What the Delay of the Employer Mandate Means for Plan Sponsors
06/01/2013
Guide to Assigning & Loaning Benefit Plan Money
Check Your Plan Loan Administration For Residential Loan Evidence
04/03/2013
April 2013 Edition
Plan Sponsor Newsletter
03/25/2013
Client Bulletin
Updated Employee Plans Compliance Resolution System: Impact on Employer-Sponsored Retirement Plans
01/09/2013
Client Bulletin
Individual Brokerage Accounts: What Plan Sponsors Must Disclose to Participants
10/03/2012
Journal of Pension Benefits
ERISA Compliance Issues for Plan Providers: The DOL Consultant/Adviser Project
05/29/2012
Client Bulletin
The Final 408(b)(2) Regulation: Impact on Broker-Dealers
10/20/2011
Investment Management Insights
DOL Investigations: Broker-Dealers and RIAs as Targets
9/21/2011
Employee Benefit & Executive Compensation Alert
Electronic Participant Disclosures: New DOL Guidance
6/1/2011
Drinker Biddle
The Prudence Standard: Affiliated Products and Services
2/1/2011
Healthcare Reform Act
Healthcare Coverage for Adult Children Raises Tax Issues
2/1/2011
The Healthcare Reform Act
Don’t Forget to Amend Your Cafeteria Plans

Speaking Engagements

09/19/2013
CFO Alliance Roundtable
The Impact of Changing Regulations – Health Care Reform and More
09/09/2013
Drinker Biddle Webinar
Impact of DOMA and Proposition 8 on California Employers
07/31/2013
Drinker Biddle Webinar - Surviving DOL Service Provider Investigations, Part II
DOL Investigations of Service Providers: Broker-Dealers, RIAs, and Recordkeepers
10/23/2012
CLE Roundtable
Introduction to Health Care Reform for Employers
09/25/2012
Drinker Biddle Event
Change Happens: Plan Sponsor Update
09/20/2012
Drinker Biddle Event
Reviewing Employee Benefit Plan Service Provider Contracts: Key Issues and Considerations
06/06/2012
ISCEBS - Los Angeles Chapter
New Disclosure Rules for Retirement Plans
11/14/2011
2011 Plan Sponsor Bootcamp Webinar
10/19/2011
TBG Dango Inc.
Healthcare Reform Webinar Part 2: Wellness Programs and 2014
09/20/2011
TBG Danco Inc.
Healthcare Reform Webinar Part 1: Current Impact on Plan Sponsors
07/27/2011
Western Benefits Conference
Informal Health and Welfare Roundtable
07/14/2011
Employee Benefits Webinar
What’s Next for Health Plans: Open Enrollment for 2012 and Beyond