San Francisco Executive
Resume:
M atthew L. Gouaux
EXPER I ENCE
Associate Attorney, T r ucker H uss, APC, San Francisco, California (August
• Provide practical guidance on employee benefits matters to employers of all
s izes, including a majority of the Fortune 50 companies in the Bay Area
• Sophisticated retirement plan practice including:
o Drafting defined contribution and defined benefit plan documents,
summary plan descriptions and related documents
o Correcting compliance problems through IRS and DOL correction programs
o Advising employers on plan funding issues and related benefit restrictions
o Preparing determination letter applications
o Handling IRS and DOL audits and other governmental inquiries
o Preparing participant communications
o Assisting employers with benefit claims, appeals and QDRO matters
o Advocating for both plans and employers on withdrawal liability matters
• Experience advising buyers and sellers on employee benefits issues in connection with
corporate transactions, including disposition of existing plans via merger, spin-off or
termination
• Extensive experience in ERISA fiduciary matters and contract negotiation, including:
o Analyzing investment agreements and related documents, including offering
memoranda, subscription agreements and partnership agreements
o Negotiating side letters in connection with complex plan investments exceeding
$1BN, including investments in infrastructure, real property and commodities
and other alternative investments
o Developing plan policies and procedures
o Correcting fiduciary issues through DOL correction programs
o Expert in foreign financial reporting requirements triggered by plan investments
abroad; recently submitted comment on proposed FBAR regulations on behalf of
the largest private pension plan in the US
• Experience in a broad range of other compensation and benefits matters,
i ncluding health plans, executive compensation and fringe benefits
• Expertise in foreign financial reporting requirements; drafted comment
letters on FBAR and FATCA regulations for the largest private pension plan
i n the US
H ONORS
Barrister of the Year, 2009, Bar Association of San Francisco
M atthew L. Gouaux
2
ED UCAT ION
J.D., University of the Pacific, McGeorge School of Law (2006, W ith Distinction )
• Concentration in Taxation
• Traynor Honor Society
B.A., Economics, California State University, Stanislaus (2003, Summa Cum
L aude)
• Award for Academic Excellence in Economics, 2003
PROFESSIONAL AFF I L IAT IO NS
President, National Institute of Pension Administrators (San Francisco Bay Area
Chapter)
Bar Association of San Francisco
• Director, Bar risters Board (2011-2013)
• Past Chair, Bar risters Tax Section (2007-2009)
S tate Bar of California (admit ted in 2006)
Western Pension & Benefits Conference
• Membership Committee, San Francisco Chapter
American Bar Association
• Tax Section, Labor and Employment Law Section, Joint Committee on
E mployee Benefits
P UBL ICAT IONS
Employee Benefits Law, 2d Ed., BNA, ABA Section of Labor and Employment Law
(Contributing Author).
International Investments: Surprise Reporting Requirements for Plans and
F iduciaries, Journal of Pension Benefits (2009, Aspen).
T he Impact of Same-Sex Marr iage on Retirement Plans, Journal of Pension Benefits
(2008, Aspen).
Understanding ERISA 2009, Practising Law Institute (Contributing Author).
M atthew L. Gouaux
3
PERSONAL I N T ER ESTS
Cycling with my wife and two sons, competitive swimming and furni ture
restoration
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