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News & Upcoming Events

Upcoming Webinars:

Top Hat Plans

The IRS Giveth and the IRS Taketh Away…

  • Tuesday, August 10, 2021

  • 10:00am – 11:00am (PDT)

  • Sherrie Boutwell and Alison Fay

Upcoming/Recent Speeches:

Orange County Bar Association 

  • (ERISA Basics and CalSavers)

  • Sunday, September 22, 2021

  • Time TBD

  • Sherrie Boutwell

 

Western Pension & Benefits Council

  • Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance

  • Thursday, June 24, 2021

  • Evan Giller

NIPA 2021 NAFE Amplified 2.0 speaker

  • May 18, 2021

  • Sherrie Boutwell: Cycle 3 DC pre-approved plan process and will not rule on ERISA Title I language.

  • Sherrie Boutwell: Top Hat Plans 

NIPA 2021 NAFE Amplified 2.0 speaker

 

Western Pension and Benefit Council, Orange County Chapter

  • May 20, 2021

  • “In Search of Missing Retirement Plan Participants”

Recent Publications:

Journal of Pension Benefits, Spring 2021

  • "Health & Welfare: It’s Not Over Yet: Extension of Certain Deadlines During the Ongoing Coronavirus Era"

Journal of Pension Benefits, Winter 2021

  • "Recent Private Letter Rulings Provides Valuable IRS Perspective"

 

Wolters Kluwer’s, Directions

  • “COBRA Subsidies”

Firm News: