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  • RECORDED Webinar: Spooky Documents - Defined Contribution Plan Restatements


RECORDED Webinar: Spooky Documents - Defined Contribution Plan Restatements

  • 09 Nov 2020
  • (PST)
  • 31 Dec 2020
  • (PST)


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 “Double, double toil and trouble; Fire burn and cauldron bubble” 


Join us for a Walk Through the Next Round of “Spooky” Defined Contribution Plan Restatements



  Our Presentation:

Like a bad moon, it comes around every 6 years.  Now, just in time for Halloween, let Western Pension help you pass safely through the defined contribution restatement process that opened on June 30, 2020 and ends on July 31, 2022.  We will cover the following (and do some fun “trick or treating” along the way):   

  • 1.     Overview of the DC plan restatement process/ what’s different this time around;
  • 2.     Which required amendments are not covered by this process;
  • 3.     Tips for working with service providers and document vendors;
  • 4.     Interplay with the IRS individual determination letter process; and a few
  • 5.     Plan Restatement “Horror Stories” and how to avoid being the next victim.

*William Shakespeare, Macbeth

Our Speaker:

Sherrie Boutwell, Partner and Attorney, Boutwell Fay, LLP

Sherrie Boutwell has focused for over thirty years in the areas of employee benefits law and ERISA, with extensive advice regarding benefits in M&A transactions.  She also has experience representing clients before the Internal Revenue Service, the United States Department of Labor and the Pension Benefit Guarantee Corporation and is a highly sought-after speaker/writer on employee benefits topics.  Boutwell Fay, LLP has recently been recognized in the 25th edition of the Best Lawyers in America for its professionalism and legal expertise in the practice of employee benefits (ERISA) law. Sherrie takes pride in bringing a practical and down to earth approach to resolving complex benefits issues.  Sherrie is a Fellow in the American College of Employee Benefits Counsel, is “av” rated by Martindale-Hubble and is an ongoing contributing author for a chapter in the treatise: Employee Benefits in Mergers & Acquisitions, (Ferenczy) Wolters Kluwer, 2014 - 2018. 

 Continuing Education:

  • 2 CE for AIF 
  • 2 CE for CEBS
  • 2 CECs for ERPA 
  • 2 CECs for JBEA
  • 2 CPEs for ASPPA certifications
  • 2 CECs for NIPA certifications
  • 2 hours for California CPAs 
  • 1.75 hours of California MCLE
  • 2 CECs for CRPS
  • 2 hours for Certified Financial Planners 

  Cost: $65 for members, $90 for non-members. 

A Special Thank You to Our Sponsors


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