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Employee Benefits: DOL Rules for Worker Classification, Key Employer Considerations
Misclassifying even a small portion of your workforce can create numerous tax and other risks for employers, including with respect to employee benefit plans. Sherrie Boutwell will be presenting on a panel for BARBRI regarding how misclassification of employees as independent contractors can adversely affect employee benefit plans, including tips for mitigating these risks. Hope you can join us!
Mar 271 min read


2026 NBOA Annual Meeting & Business Solutions Showcase
Join Sherrie Boutwell and Evan Giller of Boutwell Fay, LLP as they discuss "How to Fix Your Retirement Plan When Something Breaks” at the 2026 NBOA Annual Meeting & Business Solutions Showcase in Orlando, FL. Where: 2026 NBOA Annual Meeting & Business Solutions Showcase. When: March 3rd, 2:30-4 PM EST. Topics: IRS & DOL correction programs to fix retirement plan errors. What can be corrected without involving any agencies? Tips and practical techniques from experienced inside
Feb 181 min read


2026 Joint TE/GE Council Employee Plans Annual Meeting
We are pleased to share that Evan Giller of Boutwell Fay, LLP, will be on the Practitioner's Panel at the 2026 TE/GE Joint Council Meeting in Washington, DC. The panel will discuss current, practical issues and suggested solutions to inform EBSA and provide feedback on February 26, from 9:50-10:50 am EST.
Event Dates: February 25-27
Location:
975 F Street, NW
Washington, DC 20004
& Virtual Option
2026 TE/GE Joint Council Meeting information & registration:
Feb 121 min read


ERISA Reporting and Disclosure Requirements: Zavislak v. Netflix Inc.; Statutory Exclusions, Exemptions
Join Sherrie Boutwell online for an analysis of the impact of Zavislak v. Netflix Inc on ERISA reporting and other requirements. Hosted by BARBRI.
Jan 151 min read


📆 Presentation for IFEBP: Introduction to Employee Benefits in Mergers and Acquisitions
Attendees will learn the basics about different types of M&A transactions and their impact on employee benefits, key issues to look out for and potential pitfalls to avoid.
Dec 4, 20251 min read


📆 Upcoming Presentation | Your Form 5500 Fantasy Game Guide
Join Boutwell Fay LLP as we will walk through common Form 5500 errors, what happens if you don’t make a filing deadline and how to avoid (or, if needed, appeal) Form 5500 late filing penalties.
Sep 10, 20251 min read


📆 Upcoming Presentation | Retirement Plan Pitfalls: How to Stay Ahead with 401(k) & CalSavers
Boutwell Fay LLP is proud to announce that Katrina Veldkamp, Partner at the firm, will be speaking at “Retirement Plan Pitfalls: How to Stay Ahead with 401(k) & CalSavers,” presented by the Desert Communities Employer Advisory Council (EAC) in partnership with the Employment Development Department.
May 6, 20251 min read


2025 NIPA Annual Forum and Expo
Join Sherrie for a practical discussion exploring the unique dynamics between TPAs, actuaries, and ERISA attorneys. The session will dive into ethical challenges, documentation best practices, and strategies for building productive relationships that support smoother plan operations.
Apr 21, 20251 min read


2025 WP&BC Seattle Chapter's Spring Seminar
The Western Pension & Benefits Council, Seattle Chapter sponsors educational programs and events throughout the year addressing...
Apr 9, 20251 min read


Navigating Health and Welfare Benefits Through Mergers and Acquisitions
Navigating Benefit Plans Through Mergers and Acquisitions will provide practical knowledge and up-to-date information on legal...
Mar 10, 20251 min read


Navigating Retirement Plans Through Mergers and Acquisitions
In this two-hour training, instructors Sherri Boutwell, J.D., and Katrina Veldkamp, J.D., will lead attendees through these critical issues,
Mar 10, 20251 min read


The Good, the Bad and the Ugly: Correcting Retirement Plan Mistakes in the Wild, Wild, West
Howdy Pardner! Please join us for the “rootinest tootinest” EPCRS/VFCP Presentation In the wild, wild west!
Mar 10, 20251 min read


Deferred Compensation Plans: A Guide for the Perplexed
March 20, 2025, 3:00 PM - 4:00 PM ET | WebinarNon-qualified deferred compensation (NQDC) plans for the school's senior leadership...
Mar 3, 20251 min read


2025 NBOA Annual Meeting & Business Solutions Showcase
Sherrie Boutwell and Evan Giller will participate in the 2025 NBOA Annual Meeting & Business Solutions Showcase, taking place February 23–26
Feb 13, 20251 min read


2025 Joint TE/GE Council Hybrid Annual Meeting
EVENT NOTE: This meeting has been postponed to June. Boutwell Fay’s Richard Luna will be co-presenting on a panel at the annual TE/GE...
Jan 30, 20251 min read


Boutwell Fay, LLP Honors Alison Fay’s Legacy as she Transitions to Partner Emeritus
Boutwell Fay LLP is honored to announce the well-deserved retirement of Alison Fay, a founding member of Boutwell Fay and a leading...
Sep 20, 20241 min read


Sherrie Boutwell to Speak at DC Plans: 2024 Update and Hot Topics for 2025
Please join us on Tuesday, September 24th! Sherrie Boutwell will be speaking about "DC Plans: 2024 Update and Hot Topics for 2025" at the...
Sep 11, 20241 min read


Sherrie Boutwell to Speak at WP&BC's 2024 Western Benefits Conference
Boutwell Fay LLP is pleased to announce that our founding partner, Sherrie Boutwell, will be serving as a panelist at the 2024 Western...
Jul 12, 20241 min read


DOL Final Rule for Workers Classification: Impact on Retirement Plan Participation and Healthcare Coverage
Boutwell Fay LLP is please to announce that Sherrie Boutwell will be speaking in an upcoming Strafford live video webinar on:...
Mar 18, 20241 min read


Sherrie Boutwell has been named a 2024 Southern California Super Lawyer in Employee Benefits (ERISA) Law.
Sherrie's practice focuses on ERISA and employee benefits law. She brings a practical and down-to-earth approach to resolving complex...
Jan 17, 20241 min read
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