Legal Update:

Cautionary Case Studies

parallax background

October 2022 Legal Update


  • This field is for validation purposes and should be left unchanged.

Presented by John Nelson, Esq.

John leads a team of dedicated specialists who focus on delivering comprehensive consulting, investment, and plan design services. Formerly a partner with Santa Barbara law firm Mullen & Henzell and past associate of Los Angeles law firm Paul, Hastings, Janofsky & Walker, John has extensive experience with ERISA law.  He founded Meridian Retirement Plan Advisors in 1997. John graduated from Loyola Law School in Los Angeles, where he was a member of the Loyola Law Review. He holds FINRA 6 (Investment Company Products/Variable Contracts Representative), 26 (Investment Company Products/Variable Contracts), 63 (Uniform Securities Agent State Law Exam) and 65 (NASAA-Investment Advisors Law Exam) licenses. He also holds an insurance license with the California Department of Insurance. John is a nationally recognized ERISA attorney and investment advisor. He’s a member of the Employee Benefits Committee of the State Bar of California, the Western Pension & Benefits Council, the American Society of Pension Professionals & Actuaries and the ESOP Association. Plan Sponsor magazine named John “Defined Contribution Plan Consultant of the Year.”


Stay in Touch!

Subscribe to Our Monthly Newsletter & Never Miss a Duncan Detail!

One call. One company. ALL under one roof.