Trump Accounts (“Accounts”) launched on July 4, 2026. The Accounts are intended to be a treasure chest where wealth can be stashed away for children until they turn 18. While the Accounts’ statutory framework has been established, the government is still hammering out the regulatory details to keep them shipshape. Join us as we explore what employers should consider when deciding whether to integrate Accounts into their benefits packages, and how to make sure they’re seaworth

We are excited to share that our Partner, Sherrie Boutwell, will be co-presenting at the upcoming ASPPA Conference!

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!

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

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:

Join Sherrie Boutwell online for an analysis of the impact of Zavislak v. Netflix Inc on ERISA reporting and other requirements. Hosted by BARBRI.

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.

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.

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.

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.

The Western Pension & Benefits Council, Seattle Chapter sponsors educational programs and events throughout the year addressing...

Navigating Benefit Plans Through Mergers and Acquisitions will provide practical knowledge and up-to-date information on legal...

In this two-hour training, instructors Sherri Boutwell, J.D., and Katrina Veldkamp, J.D., will lead attendees through these critical issues,

Howdy Pardner! Please join us for the “rootinest tootinest” EPCRS/VFCP Presentation In the wild, wild west!

March 20, 2025, 3:00 PM - 4:00 PM ET | WebinarNon-qualified deferred compensation (NQDC) plans for the school's senior leadership...

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

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...

Boutwell Fay LLP is honored to announce the well-deserved retirement of Alison Fay, a founding member of Boutwell Fay and a leading...

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

Boutwell Fay LLP is pleased to announce that our founding partner, Sherrie Boutwell, will be serving as a panelist at the 2024 Western...