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01. Criminal Law
Property Disputes and Personal Injury
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Department of Labor Voluntary Fiduciary Correction Program Updates
On Tuesday, January 14th, the Employee Benefits Security Administration (EBSA) issued final rules for the Voluntary Fiduciary Correction Pro
5 days ago2 min read
119

Navigating Health and Welfare Benefits Through Mergers and Acquisitions
Navigating Benefit Plans Through Mergers and Acquisitions will provide practical knowledge and up-to-date information on legal...
Mar 101 min read
12

Navigating Retirement Plans Through Mergers and Acquisitions
In this two-hour training, instructors Sherri Boutwell, J.D., and Katrina Veldkamp, J.D., will lead attendees through these critical issues,
Mar 101 min read
19

The Good, the Bad and the Ugly: Correcting Retirement Plan Mistakes in the Wild, Wild, West
Howdy Pardner! Please join us for the “rootinest tootinest” EPCRS/VFCP Presentation In the wild, wild west!
Mar 101 min read
145

Deferred Compensation Plans: A Guide for the Perplexed
March 20, 2025, 3:00 PM - 4:00 PM ET | WebinarNon-qualified deferred compensation (NQDC) plans for the school's senior leadership...
Mar 31 min read
48

Sherrie Boutwell Selected to 2025 Southern California Super Lawyers!
Boutwell Fay is proud to announce that Sherrie Boutwell has been selected to the 2025 Southern California Super Lawyers.
Feb 271 min read
26


The Forfeiture Cases Keep Rolling In: This Time with A Solid Win for Defendants
We have posted several times about the growing series of class action cases alleging breaches of fiduciary duty and prohibited...
Feb 202 min read
417


2025 NBOA Annual Meeting & Business Solutions Showcase
Sherrie Boutwell and Evan Giller will participate in the 2025 NBOA Annual Meeting & Business Solutions Showcase, taking place February 23–26
Feb 131 min read
11


IRS Announces Tax Relief for Southern California Disaster Victims
The IRS has announced tax relief for taxpayers who reside in, or have a business in, Los Angeles County.
Feb 62 min read
45


2025 Joint TE/GE Council Hybrid Annual Meeting
EVENT NOTE: This meeting has been postponed to June. Boutwell Fay’s Richard Luna will be co-presenting on a panel at the annual TE/GE...
Jan 301 min read
26


Multiemployer Plan Withdrawal Liability: Is Your Spouse’s Business Liable?
A recent ruling from the Sixth Circuit Court of Appeals, Local No. 499, Board of Trustees of Shopmen's Pension Plan v. Art Iron, Inc., et al
Jan 242 min read
30

50 Years of ERISA: Health & Welfare Plans
Health & Welfare Journal of Pension Benefits Issues in Administration, Design, Funding, and Compliance Volume 32 • Number 1 • Autumn 2024...
Jan 164 min read
71

Happy New Year!
As we welcome 2025, we want to express our gratitude for your trust and partnership. We look forward to another wonderful year ahead....
Dec 30, 20241 min read
8

Merry Christmas and Happy Hanukkah!
As we celebrate this festive season, we want to wish you a Merry Christmas and a Happy Hanukkah filled with joy, love, and peace. Thank...
Dec 23, 20241 min read
2

“50th Anniversary of ERISA” Firm Cookbook
In what is becoming our new holiday tradition, we are happy to share our “50th Anniversary of ERISA” firm cookbook with vintage recipes for
Dec 20, 20241 min read
17


California Regulates Use of AI by Health Plans
On September 28th, 2024, California enacted SB 1120 in an effort to balance technological innovation with the need for human judgment.
Dec 11, 20243 min read
293


EBSA Requests Data to Populate New Online Tool that Helps Workers Find "Lost" Retirement Savings
Many workers lose track of their retirement savings after changing jobs or due to changes in their employers.
Dec 6, 20243 min read
103


IRS Issues New Secure 2.0 Interim Guidance re Overpayments
As we have previously posted, Secure 2.0 significantly changed the rules for correction of overpayments from qualified retirement plans (inc
Nov 4, 20243 min read
310


IRS Addresses Long-Term, Part-Time Employees in ERISA 403(b) Plans
On October 3rd, 2024, the IRS issued Notice 2024-73, addressing how ERISA 403(b) plans must treat long-term, part-time employees...
Oct 17, 20242 min read
100

Winners and Losers and Lessons Learned
Another year of health and welfare litigation, another year of mixed results for both plaintiffs and defendants, but lessons for all.
Oct 9, 20244 min read
189
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