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Episode Guest:

Sherrie Boutwell

ERISA Attorney,

Partner

Boutwell Fay

Additonal Helpful Information

Should You Partner with an ERISA Attorney?

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!

Guest Bio

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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Firm Profile

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

 

For more information on our services or to sign up for our e-newsletter, please click here.  

 

info@401kfridays.com   |   725 S. Figueroa St. 35th Floor, Los Angeles, CA 90017