Joel Wilde Serves as the Vice President of Compliance for ERISA SMART/In-House Council. Joel graduated with a Bachelor of Arts Degree in History from the University of California Santa Barbara. He received his Juris Doctorate degree from Thomas Jefferson School of Law in San Diego and his LLM in Taxation from Loyola Law School in Los Angeles. Joel studied Employee Pensions and Benefits which helped him to develop a strong interest in representing employees in their efforts to obtain bargained-for benefits, including retirement and health and welfare. Joel expertise was drafting plan documents, plan amendments, SPDs, and other required disclosures for Employee Retirement Income Security Act (ERISA) covered plans. Additionally, Joel knows how to analyze employee benefit issues relating to transactions, plan qualification issues, administrative and fiduciary obligations, and tax issues, including coverage and nondiscrimination testing, and resolution of ERISA, Internal Revenue Code, and other federal and state law compliance issues. Joel comes to the firm from his position as an Investigator for the U.S. Department of Labor, Employee Benefits Security Administration (EBSA). Joel was part of the financial team focusing primarily on Defined Contribution plan compliance, benefit claims and appeals, and other ERISA provisions. Joel has worked closely with Plan Administrators, Trustees, and Plan Counsel to ensure compliance with existing laws and fiduciary duties

Our Leadership at ERISA SMART

 

David Donaldsonserves as the President and CEO of ERISA SMART. Previously he was a Senior Investigator for the U.S.Department of Labor's Employee Benefit Security Administration where his responsibilities included conducting and coordinating investigations of major inter-jurisdictional or national employee benefit plans, service providers investment advisers, investment managers and trust departments. In addition, David was responsible for developing and presenting training for other investigators regarding plan investments, investment advisers and conflicts of interest. Prior to his work at the DOL, David worked for some of Wall Street's largest firms managing retirement plans, providing fiduciary guidance, and investment management services. David is a frequent speaker at national events on ERISA and retirement plan best practices. He also is an expert witness and was recognized in 2013 as one of the top 100 most influential people in defined contribution. David's experiences and 20 years of working with retirement plans provide him with a unique perspective unmatched in the industry. 

Our Leadership

Vice President 

Administration

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Vice President 

ERISA Compliance

 

Jillian Johnston Serves as the Vice President of Administration for ERISA SMART. 

True Expertise

A Word from Our President

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President and CEO.