Additonal Helpful Information
Guest: Sherrie Boutwell
If you ever wondered how you can strategically and cost effectively partner with an ERISA Attorney to improve and protect your retirement plan, this episode with Sherrie Boutwell, ERISA Attorney and partner at Boutwell Fay, a boutique ERISA law firm should be very helpful to you. Our discussion covered:
Overview of common plan errors in retirement plan documents
Points to negotiate in service provider contracts
Need to properly delegate fiduciary authority
Attorney-client privilege in ERISA plans
Value of properly structured fiduciary liability insurance
Ways to fix 401(k) plan errors
Other great thoughts and ideas to help employers!
Sherrie Boutwell has focused for thirty years in the areas of employee benefits law and ERISA, with an emphasis on retirement and deferred compensation plans. She advises and counsels a broad range of clients, including employers, employees, plan fiduciaries, financial institutions and government agencies and trade associations, on a wide range of employee. Sherrie has extensive experience and is a highly sought after speaker and writer on employee benefits topics.
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.
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.
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Boutwell Fay LLP is a women-owned law firm specializing in employee benefits and ERISA. While our firm provides a high quality of legal services normally associated with large law firms, our smaller size allows us to be more accessible to clients and more responsive to their needs. Our practice areas include the following:
Qualified and Non-Qualified Plans
Health and Welfare Plans
Plan Correction and Government Audits
Fiduciary and ERISA Consulting
ERISA Claims and Disputes
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