Please join us for our next Chapter Meeting - 

2023 Annual
Legislative & Regulatory Update

with
Sherrie Boutwell, of Boutwell Fay LLP
and
Dan Notto, of JP Morgan

Mark your calendars -
Wed., Jan. 25th  |  3:30 pm - 7 pm PST |  The Sutter Club

TOPIC DETAIL

• 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

ABOUT THE PRESENTERS

SHERRIE BOUTWELL
Boutwell Fay LLP

For over thirty years, Sherrie has focused her entire law practice and ongoing education on finding solutions in this ever-changing and complex area of today’s employee benefit challenges. She enjoys unraveling the mysteries of ERISA with her clients with a clear focus on truly understanding each client’s issues while carefully and clearly defining the best options for each situation. 

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.

With an emphasis on retirement and deferred compensation plans, Sherrie advises and counsels a broad range of clients including employers, employees, plan fiduciaries, financial institutions, government agencies and trade associations, on a wide array of employee benefits matters.

DAN NOTTO
J.P. Morgan Asset Management

Daniel A. Notto is an ERISA Strategist with Retirement Solutions at J.P. Morgan Asset Management.

Dan leverages more than 30 years of experience to provide legislative and regulatory insights to DC plans and financial advisors across the country. He is a frequent speaker and author on legal matters related to tax-favored savings plans such as 401(k)s and IRAs.

Before joining J.P. Morgan, Dan served as senior retirement plan counsel at AllianceBernstein and general counsel and consulting practice director at Universal Pensions (now Ascensus). He also worked in the legal department of Investors Diversified Services (now Ameriprise Financial).

Dan holds a BS from the University of Minnesota and received his JD (cum laude) from William Mitchell College of Law. He has received the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals & Actuaries (ASPPA) and is a member of the bar of New York.

SCHEDULE

3:30 PM
Registration and reception

4 - 7 PM
Presentation and Q&A

CONTINUING EDUCATION
3 CE or 3 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP
• JBEA
• MCLE for California attorneys
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA
  
  

Sacramento Chapter Members:  Free
Non-Member:  $100

NOT A MEMBER YET?  Find out how to join!

Special thanks to our generous Chapter Sponsors!