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.