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Lions, and Tigers and Bears, Oh My!: Retirement Plan Issues in a Pandemic

  • Thursday, January 21, 2021
  • 8:00 AM - 9:45 AM
  • Online


  • You may register additional employees of your company at the member rate. Please use the guest registration field below.

Registration is closed

Lions, and Tigers and Bears, Oh My!

Retirement Plan Issues in a Pandemic

Meet us Online

Thursday, January 21, 2021

8:00 am to 9:45 am

  Our Presentation:

In this “pandemic economy” plan sponsors are having to make difficult corporate decisions which directly and indirectly impact their retirement plans. While none of these issues are new, they are on the rise and need to be on your radar and handled with care. Join us for an informative and timely session in which Sherrie Boutwell will discuss some of these issues, including:


  • Corporate reorganizations, including mergers and acquisitions, and spin-offs
  • Significant furloughs and layoffs, possibly resulting in partial plan terminations
  • Full plan terminations, as a result of company dissolution or as a cost-saving measure
  • Modification of employer/safe harbor contributions or complete freeze of plans
  • Orphan plans as a result of plan sponsor bankruptcy/dissolution/abandonment/sale of business
  • Increased loans and distributions/other fiduciary considerations
  • Effect of 2020 election/additional stimulus or other legislation changes due to pandemic
  • Impact on IRS and DOL enforcement and large plan audit considerations

 Our speaker:

Sherrie Boutwell: 

Sherrie Boutwell has specialized for nearly thirty years in the areas of employee benefits law and ERISA, with an empha­sis on retirement and deferred compensation plans. She has provided legal counsel to employers, employees, plan fiduciaries (including plan trustees and administrators), financial institutions, government agencies and trade associations on a broad range of employee benefits matters.  Sherrie 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.  Sherrie has experience working with the unique deferred compensation issues that arise in the non-profit and governmental employer arena and also has many years of experience in the design and operation of non-qualified executive deferred compensation plans including the requirements under Section 409A of the Code. Ms. Boutwell obtained her J.D. from UCLA. 

Continuing Education:

  • 2 CE for AIF (pending)
  • 2 CECs for ERPA 
  • 2 CPEs for ASPPA certifications
  • 2 CECs for NIPA certifications
  • 2 hours for California CPAs 
  • 1.75 hours of California MCLE
  • 2 hours for Certified Financial Planners
  • 2 CE for CRPS 
  • 2 CE for CEBS

 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.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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