July 4, 2026, marks America’s 250th birthday, and the first day when contributions can be made to Trump Accounts (“Accounts”). The Department of Treasury and the Department of Labor (“DOL”) have dedicated considerable resources in preparation for the big day. Most recently, the Department of Labor issued Technical Release 2026-02, announcing that the Accounts will—generally—be exempt from ERISA. This article will explore Technical Release 2026-02, what it means for employers

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

Health & Welfare Journal of Pension Benefits Issues in Administration, Design, Funding, and Compliance Volume 32 • Number 1 • Autumn 2024...

EBSA Clarifies Scope of 2021 Guidance The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued a Compliance...

Sherrie Boutwell of Boutwell Fay was recently quoted in a Law 360 article discussing a California federal judge's decision allowing....

The deadline to file or extend your calendar year Form 5500 for the 2023 Annual Return/Report of Employee Benefit Plan is approaching...

Congress’s expansion of ERISA to regulate employee health care benefits resulted in many new cases, particularly in regards to gaining...

Environmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...

The Department of Labor has issued new rules detailing a number of changes to Form 5500 and Form 5500-SF reporting, starting for plan...

Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.

The SECURE 2.0 Act was signed into law in December 2022, and it expands the requirement to cover long-term part-time (LTPT) workers in...

Join Sherrie Boutwell and her co-instructor, Ilene H. Ferenczy, on March 15th & 16th, 2023 1:00 p.m.-4:00 p.m. ET for a two-day training...

To view Sherrie's listing in Southern California Super Lawyers, 2023, click here.

Boutwell Fay is proud to announce that our firm has been recognized in the 2023 Edition of U.S. News Best Law Firms, in the area of...

Employer-based health plans must now submit information about prescription drugs and health care spending to the DOL...

Sherrie Boutwell will be speaking at the ConnectEd event on Secure 2.0

The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...

Katrina Veldkamp is featured in the Western Pension and Benefits Fall Newsletter

This column for the Journal of Pension Benefits, Health & Welfare explains the new rules that extend Section 408(b)(2) of ERISA to health...

The United State Court of Appeals found Alight's argument that the DOL subpoena was unenforceable as "Not persuasive".