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

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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 

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NIPA 2021 NAFE Amplified 2.0 speaker

• May 17, 2021

• Evan Giller: 403(b) plans

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"

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Journal of Pension Benefits, Winter 2021

• "Recent Private Letter Rulings Provides Valuable IRS Perspective"

Wolters Kluwer’s, Directions

• “COBRA Subsidies”