The Governing Board of the Western Pension & Benefits Council invites you to register for the following webinar:
Your Form 5500 Fantasy Game Guide – Who to Draft; When to Call a Time Out; Who to Trade; When to Kick; Overtime Strategies and How to Win before time runs out on October 15!
Sherrie Boutwell
Partner
Boutwell Fay
Tuesday, September 30, 2025
12:00 PM to 1:00 PM PDT
Continuing Eduction Credits Available!
$50 for active members of a WP&BC chapter
Members - please login to get member rate. Contact your chapter for login credentials if needed)
$65 non-members
Join us on September 30, 2025, as we will walk through common Form 5500 errors, what happens if you don’t make a filing deadline and how to avoid (or, if needed, appeal) Form 5500 late filing penalties.
Attendees of the webinar will learn:
- Basic requirements for and common errors seen on Form 5500s;
- What steps to take if a filing is late or incorrect; and
- How to contest or appeal late filing penalties with the IRS and DOL.
About our Presenter
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.
Continuing Education
1 Hour of CE for the following:
AIF (pending)
ASPPA
CA CPA
CA MCLE
CEBS
CFP (pending)
CFP
ERPA
JBEA
NIPA
Thank you to our webinar sponsor!
Sincerely,
Bridget Davidson
Webinar Administrator | Western Pension & Benefits Council
(503) 866-6384 Mobile
PO Box 2023 | Gresham, OR 97030
webinars@westernpension.org | www.westernpension.org