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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.


TOPIC DETAILS

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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