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
Jan 164 min read
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...
64 views
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Sep 12, 20242 min read
DOL Update: Cybersecurity Guidance Applies to All ERISA Plans
EBSA Clarifies Scope of 2021 Guidance The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued a Compliance...
134 views
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
Aug 19, 20241 min read
Recent ERISA Forfeiture lawsuit against Intuit gains traction
Sherrie Boutwell of Boutwell Fay was recently quoted in a Law 360 article discussing a California federal judge's decision allowing....
65 views
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Jul 26, 20241 min read
Attention Plan Sponsors: Don't Miss the Form 5500 Deadline!
The deadline to file or extend your calendar year Form 5500 for the 2023 Annual Return/Report of Employee Benefit Plan is approaching...
31 views
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May 29, 20242 min read
Does ERISA Require that Health Insurers Provide Claims Data?
Congress’s expansion of ERISA to regulate employee health care benefits resulted in many new cases, particularly in regards to gaining...
78 views
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
Sep 28, 20232 min read
Federal Court Rejects States’ Challenge to DOL’s ESG Investing Rule
Environmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...
55 views
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
Apr 28, 20232 min read
New Rules for Form 5500
The Department of Labor has issued new rules detailing a number of changes to Form 5500 and Form 5500-SF reporting, starting for plan...
525 views
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
Apr 6, 20233 min read
Secure 2.0 Makes Big Changes to Recoupment of Overpayments
Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.
1,248 views
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Mar 28, 20234 min read
Expanded Coverage For Part-Time Employees Under Secure 2.0
The SECURE 2.0 Act was signed into law in December 2022, and it expands the requirement to cover long-term part-time (LTPT) workers in...
3,029 views
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
Mar 2, 20231 min read
Sherrie Boutwell Teaching at IFEBP's Navigating Benefit Plans Through Mergers and Acquisitions
Join Sherrie Boutwell and her co-instructor, Ilene H. Ferenczy, on March 15th & 16th, 2023 1:00 p.m.-4:00 p.m. ET for a two-day training...
24 views

Jan 25, 20231 min read
"Southern California Super Lawyer," 2023
To view Sherrie's listing in Southern California Super Lawyers, 2023, click here.
31 views

Dec 8, 20221 min read
Boutwell Fay, LLP is recognized in the 2023 Edition of U.S. News Best Law Firms
Boutwell Fay is proud to announce that our firm has been recognized in the 2023 Edition of U.S. News Best Law Firms, in the area of...
29 views
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
Nov 21, 20222 min read
Prescription Drug Data Collection Reporting Deadline Nears
Employer-based health plans must now submit information about prescription drugs and health care spending to the DOL...
110 views
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
Nov 1, 20221 min read
Sherrie Boutwell Presenting at ConnectEd in San Antonio
Sherrie Boutwell will be speaking at the ConnectEd event on Secure 2.0
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
Oct 27, 20221 min read
PBGC Proposes New Interest Rate Assumption Rule for Multiemployer Plan Withdrawal Liability
The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...
27 views

Sep 13, 20221 min read
Boutwell Fay LLP's Katrina Veldkamp is a Featured Member in WP&BC's Fall Newsletter
Katrina Veldkamp is featured in the Western Pension and Benefits Fall Newsletter
53 views
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Sep 7, 20221 min read
408(b)(2) for Health Plans
This column for the Journal of Pension Benefits, Health & Welfare explains the new rules that extend Section 408(b)(2) of ERISA to health...
437 views
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
Aug 18, 20221 min read
Court Rejects Recordkeeper’s Attempt to Dodge DOL Cybersecurity Subpoena
The United State Court of Appeals found Alight's argument that the DOL subpoena was unenforceable as "Not persuasive".
51 views

May 11, 20221 min read
Katrina Veldkamp Speaking at WP&BC OC Breakfast
Boutwell Fay's Katrina Veldkamp will be speaking at WP&BC OC's Breakfast on Thursday, May 19, 2022.
20 views

May 5, 20221 min read
Sherrie Boutwell to Speak at WP&BC Denver Chapter
Join Sherrie Boutwell on Tuesday, May 10 2022, as she speaks on ERISA Litigation at the Western Pension & Benefits Council Denver Chapter.
36 views
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