Heath Miller

Director, ERISA Counsel at Shepherd Kaplan LLC

Heath Miller

Heath Miller

Director, ERISA Counsel at Shepherd Kaplan LLC

Biography

Heath is a Director with Shepherd Kaplan and also In-House ERISA Counsel with almost 22 years of experience primarily in tax and employee benefits. He is responsible for the ongoing development and refinement of the processes and procedures associated with the investment services that Shepherd Kaplan provides to its institutional clients. Prior to joining Shepherd Kaplan, Heath was a partner at Morgan, Lewis & Bockius, LLP, one of the largest law firms in the United States, where he regularly advised Fortune 500 companies and other plan sponsors regarding day-to-day and corporate event-related employee benefit issues. Heath’s primary area of focus included the tax and fiduciary issues associated with qualified retirement plans, including 401(k) plans and other types of defined contribution plans, as well as traditional defined benefits plans and cash balance plans. Heath received his LL.M. in taxation and a certificate in employee benefits law from Georgetown University Law Center in 1998, his J.D. from South Texas College of Law in 1997, and his B.S. in business administration from Illinois State University in 1993. Heath is admitted to practice in Texas and before the U.S. Tax Court.

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Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Co-Founder at Shepherd Kaplan LLC

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Chairman at Shepherd Kaplan LLC

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General Counsel at Shepherd Kaplan LLC

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Chief Technology Officer at Shepherd Kaplan LLC

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Member & Senior Advisor at Shepherd Kaplan LLC

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Member, Chief of Staff & Chief Information Security Officer at Shepherd Kaplan LLC

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Member & Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC

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Member, Managing Director, Technology Development at Shepherd Kaplan LLC

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Heath Miller
Director, ERISA Counsel at Shepherd Kaplan LLC
Education
Certificate in Employee Benefits Law
Class of 1998

Georgetown University Law Center is the law school of Georgetown University, located in Washington, D.C. Established in 1870, the Law Center offers J.D., LL.M., and S.J.D. degrees in law.[5] As the second largest law school in the United States, Georgetown Law often touts the advantages of its wide range of program offerings and proximity to federal agencies and courts, including the Supreme Court

JD
Class of 1997

South Texas College of Law is a private American Bar Association (ABA) accredited law school and is a member of the Association of American Law Schools (AALS). Located in Downtown Houston, Texas, United States it was founded in 1923—the oldest law school in Houston and the third-oldest in Texas. South Texas College of Law has a faculty of 59 full-time professors and 40 adjunct professors. US News consistently ranks the South Texas trial advocacy program in the top ten; in 2010, South Texas advocacy was ranked third in the country by U.S. News in Trial Advocacy. South Texas College of Law holds over 111 National and International Advocacy Championships, more than any other law school in the nation, with the second most titles held by a law school with less than 40 National Championships.

BS in Business Administration
Class of 1993

Illinois State University is Illinois' first public university, founded in 1857. At Illinois State, they devote their resources and energies to creating a supportive and productive campus community for all - students, faculty, staff, alumni, retirees, contributors, and visitors. Illinois State University is accredited by The Higher Learning Commission of The North Central Association.

Career History
Director, ERISA Counsel
Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Partner
Prior

Morgan, Lewis & Bockius LLP provides transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. Their industry-focused practices include: antitrust, energy, life sciences, and securities. The company was founded in 1873 and is headquartered in Philadelphia, Pennsylvania.

Other Affiliations

Heath Miller is affiliated with Shepherd Kaplan LLC, Morgan, Lewis & Bockius LLP

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