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News & Upcoming Events

Upcoming Webinars:

Image by Austin Distel

Ask the Experts

  • Thursday, December 16, 2021

  • 10:00am – 10:30am (PT) 

  •  Alison Fay, Evan Giller, Deborah Fabricant, & Ruel Pile

 

Get Ready for 2022: Year-End Checklist for Benefit Plans

  • Thursday, November 18, 2021

  • 10:00am – 10:30am (PT)

  • Sherrie Boutwell & Katrina Veldkamp​

Western Pension & Benefit Council

  • The Paper Chase: New Rules on Electronic Disclosures and Lifetime Income Illustrations

  • Wednesday, October 27, 2021

  • 10:00am – 11:00am (PT)

  • Sherrie Boutwell & Benny Goodman

Plaintiff Proof Your Cycle 3 DC Restatement Plan

  • Tuesday, October 26, 2021

  • 10:30am – 11:00am (PT)

  • Sherrie Boutwell​​

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Upcoming/Recent Speeches:

Conference

2022 NBOA Annual Meeting

  • What Can We Learn From Current Retirement Plan Litigation?

  • Tuesday, February 22, 2022

  • 2:45pm – 3:45pm (CT)

  • Evan Giller & Gary Mauger from New Pinnacle Consulting Group

Western Pension & Benefit Council – Orange County Breakfast Forum

  • War Stories: Tiger Lawyer vs. Big Plan Rescue

  • Thursday, January 20th

  • (Time: will update you once time is decided upon)

  • Sherrie Boutwell & Diane Takahashi

Orange County Bar Association 

  • (ERISA Basics and CalSavers)

  • Sunday, September 22, 2021

  • Time TBD

  • Sherrie Boutwell

 

Recent Publications:

Newspaper

Journal of Pension Benefits, Summer 2021

  • A Thorny Issue: Independent Contractors and Group Health Plan Coverage

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: