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News & Upcoming Events

Upcoming Webinars:

Upcoming/Recent Speeches:

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, Winter 2021

  • “Recent Private Letter Ruling Provides Valuable IRS Perspective”


Wolters Kluwer’s, Directions

  • “COBRA Subsidies”

Firm News: