An ERISA E-Ticket to the Exciting World of Recent Legislative Changes and Litigation Trends
Program
Join us on a thrilling ERISA theme park adventure winding through recent retirement plan legislation and guidance that you’ll be talking about for years. We’ll also cover the roller coaster ride of recent ERISA litigation where the twists and turns will keep you on the edge of your seat. This presentation is truly something you won’t want to miss!
Learning objectives:
- Overview of recent and pending retirement plan related legislation, regulations, and guidance, including updates related to Trump Accounts, plan investment rules, and plan corrections.
- Analysis of current benefits litigation trends, hot topics, and how to reduce litigation risks related to investment selection/ESG/alternative investments, forfeitures, fees/fee disclosure, class actions related to ERISA coverage and more!
- Help attendees understand how these new rules and cases affect their current clients, and how to implement the new changes.
Speakers
Sherrie Boutwell, Partner
Boutwell Fay, LLP
Sherrie enjoys unraveling the mysteries of ERISA with her clients with a clear focus on truly understanding each client’s issues while carefully and clearly defining the best options for each situation. She has represented clients before the Internal Revenue Service, the United States Department of Labor, the Pension Benefit Guaranty Corporation, arbitrators from the American Arbitration Association, and the United States District Court, with respect to employee benefits issues. With an emphasis on retirement and deferred compensation plans, Sherrie advises and counsels a broad range of clients including employers, plan fiduciaries, financial institutions, government agencies, and trade associations on a wide array of employee benefits matters. Sherrie takes pride in bringing a practical and down-to-earth approach to resolving complex benefits issues involving qualified plans, non-qualified plans, and health and welfare plans.
Allison Martinez, née De Tal, Associate Attorney
Boutwell Fay, LLP
Allison Martinez is an employee benefits and tax attorney who combines technical expertise with a genuine passion for helping others. With over a decade of experience in guiding employers through complex tax and benefits laws, she enjoys unraveling the “puzzle” of employee benefits law and delivering practical, client-focused solutions. Her practice covers a broad range of tax, retirement and health and welfare plan issues, including plan design and regulatory compliance.
Allison advises employers on maintaining tax-qualified status, HIPAA and COBRA compliance, ACA implementation, and resolving plan errors through IRS and DOL correction programs. She has experience advising private employers, governmental entities, non-profit organizations, and religious organizations.
Continuing Education
2 CE for AIF (pending)
2 CPEs for ASPPA certifications
2 CE for ERPA (pending)
2 CECs for NIPA certifications
2 hours for California CPAs
1.5 hours of California MCLE
2 hours for Certified Financial Planners (pending)
2 CE for CRPS
2 CE for CEBS
Pricing
- Individual Member: $55
- Non-Members $80
- Gold Members: Prepaid Must Register Online
- Corporate & Sponsor Members: Prepaid Must Register Online
Doors open at 7:30 am for check-in, breakfast and networking. Our program will begin at 8:00 am and this program will end at approximately 9:45 am. The registration fee includes a full breakfast buffet and hosted valet parking.
- WP&BC Members can bring a guest for free! This is a wonderful opportunity to introduce your peers and colleagues to our Chapter. Remember, your guest MUST be a first-time visitor and potential member. Email info@wpbcorangecounty.org for details.
- The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
Enjoying our programs and interested in membership? Please send an email to info@wpbcorangecounty.org for additional information.