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Sherrie Boutwell to present at the WP&BC 2023 Annual Legislative & Regulatory Update

Join Boutwell Fay's Sherrie Boutwell as she presents with JP Morgan's Dan Notto next week on Wednesday, January 25th from 3:30 PM - 7:00 PM PST.


Legislative Developments

  • An in-depth look at the new Secure 2.0 legislation

    • 401(k) Changes: auto-enrollment,

    • long-term part-time employees,

    • student loans,

    • emergency savings,

    • catch-ups

    • and more!

  • Other Changes

    • RMDs,

    • 403(b) plans,

    • EPCRS,

    • Simple IRAS,

    • tax credits,

    • and more!

  • An update on Calsavers (S.B. 1126)

Regulatory Developments

  • Final ESG Regulations

  • Proposed DOL Self-Correction Program

Retirement Plan Enforcement Update

  • Fee Litigation

  • DOL Issues: Cybersecurity

Health & Welfare Plans

  • No Surprises Act

  • Mental Health Parity enforcement

  • Litigation update

Click here to register for this event.


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