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

Plan sponsors of most types of retirement plans must amend their plan documents by the end of 2026.

This memo is intended to provide basic guidance on these issues but is not intended to provide legal advice as to any particular matter. Of course, we would be happy provide advice with respect to the issues discussed below. Why is there so much concern about fiduciary duties under ERISA ? The Employee Retirement Income Security Act of 1974 (“ERISA”) imposes a very high standard of conduct on the persons responsible for administering retirement plans. Failure to meet those ob

We are pleased to welcome Jeffrey Penn as the newest attorney to join Boutwell Fay LLP!

The holiday season is here! Please notice our office hours have changed to celebrate the holidays!

On September 9, 2025, the DOL issued Advisory Opinion 2025-03A which concluded that the bonus program in which the former employees participated was not a pension plan designed to provide retirement income (as contemplated by ERISA Section 3(2)(A)) but instead a “bonus program” under 29 C.F.R. § 25120.3-2(c) and, consequently, that the programs were also not required to satisfy ERISA’s reporting, claims, vesting timing and funding provisions.

We are continuing our holiday tradition with all new recipes in our 2025 cookbook! This year we focused on the ever-popular cookie, the most portable and tasty holiday treat!

California’s AB 692, effective January 1, 2026, will significantly change how employers structure tuition assistance programs and bonus arrangements

New FAQs clarify how employers can offer fertility benefits as an excepted benefit.

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.