Please join us for our next (and most anticipated!) Chapter Meeting - 

2024 Annual
Legislative & Regulatory Update

with
Sherrie Boutwell, of Boutwell Fay LLP
and
Melissa Kahn, Esq., of State Street Global Advisors

Mark your calendars -
Wed., Jan. 24th  |  4:30 pm - 8 pm PST |  The Sutter Club

TOPIC DETAIL

Melissa and Sherrie will give you a bird’s eye view into the legislative and regulatory process on retirement issues.

What will the legislative agenda look like in 2024 and how might the election affect what happens in 2025 and beyond?

What are the key regulations to be issued by the Departments of Labor and Treasury, including SECURE and SECURE 2.0 guidance (including the recent LTPT employee proposed regulations), the latest on the DOL’s fiduciary rule saga, and more.

ABOUT THE PRESENTERS

SHERRIE BOUTWELL
Boutwell Fay LLP

Even in law school, Sherrie became excited about the evolving area of employee benefits. To Sherrie, it’s about collaboratively working with clients to find the best solutions to their employee benefit challenges.

Since 1983, Sherrie has focused her 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. Sherrie has extensive experience and is a highly sought-after speaker, writer, and advisor on employee benefits topics.

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.

MELISSA KAHN, ESQ.
State Street Global Advisors

Melissa is the Managing Director of Retirement Policy for the Defined Contribution team. Melissa leads the DC team in developing and communicating the team's public policy positions as they relate to the retirement market, and is responsible for cultivating relationships with key retirement policy decision-makers.

Melissa is based in Washington, D.C., and in Boston. She works closely with State Street's Regulatory, Industry, and Government Affairs (RIGA) group, which is responsible for coordination of overall State Street public policy positioning and advocacy.

Melissa is an attorney with extensive experience in developing and implementing policy and strategies on domestic and international employee benefits legislation and regulation, as well as Social Security reform.

Importantly, she has worked for many years on Retirement Income policy. Immediately prior to joining SSGA, Melissa was a consultant providing strategic planning, policy analysis and advocacy work on a variety of issues, including retirement, long-term care, Social Security, and global employee benefits to financial institutions and large plan sponsor clients in the US.

Previously, Melissa worked at MetLife, where she spent 12 years in the company's Washington D.C. government relations office. Melissa also has worked for the Retirement Strategies Group, the American Council of Life Insurance and the Equitable Life Assurance Society of America.

SCHEDULE

• 4:30 - 5:00 PM Registration/Reception
• 5:00 - 8:00 PM Meeting, 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, ERP

Sacramento Chapter Members:  Free
Non-Member:  $100

NOT A MEMBER YET?  Find out how to join!

Special thanks to our generous Chapter Sponsors!