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WP&BC Virtual Meeting: The Paper Chase: New Rules on Electronic Delivery and Lifetime Income Illustrations

  • 19 May 2021
  • 9:30 AM - 11:00 AM
  • Webinar


Registration is closed

WP&BC Virtual Meeting:
The Paper Chase: New Rules on Electronic Delivery and Lifetime Income Illustrations

Wednesday, May 19, 2021

Note: the first invitation said the meeting will be held on a Tuesday but it is scheduled for Wednesday, May 19.

Webinar (registration link will be sent prior to the meeting)

Fees: Free for members, $20 for non members

Sherrie Boutwell will be sharing a fun and informative update on the latest developments in disclosures delivered from the Department of Labor.

Electronic disclosures rules for retirement plans, including:

  • The disclosures that can take advantage of the new Safe Harbor
  • The electronic methods that can be used to make the disclosures
  • The details of the new Safe Harbor process, including content, security, and system requirements

New Lifetime Income disclosures, including:

  • What content is required to be included
  • What assumptions are required/permitted in creating these illustrations
  • When and how these disclosures must be provided
  • Related fiduciary issues

Sponsored By:

About Our Presenter

Sherrie Boutwell
Boutwell Fay LLP

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, government agencies and trade associations, on a wide range of employee benefits matters. 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 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. 


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Kristen Sanchez
Chapter Administrator 

PO Box #13
Parker, CO 80134

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