SECURE ACT is Here: The Pros and Cons Explored

Broadcast Date: Wednesday, May 06, 2020 from 12:00 pm to 2:00 pm (ET)
Sherrie Boutwell
Timothy Speiss
Bryan D. Bolton
Todd B. Castleton


About Boutwell Fay LLP

Boutwell Fay LLP is a women-owned law firm specializing in employee benefits and ERISA. Their practice areas include Qualified and Non-Qualified Plans, Health and Welfare Plans, Plan Correction and Government Audits, Fiduciary and ERISA Consulting and ERISA Claims and Disputes.

The firm provides legal counsel to a broad range of businesses, consulting and financial services firms. Their clients include government agencies, private employers, plan service providers, financial institutions and pension plans. They serve closely-held and public companies of all sizes, with plans ranging from 10 to thousands of participants.

The Firm’s dedication to their clients includes a commitment to provide practical and cost effective solutions to complex legal problems. Boutwell Fay LLP has focused on keeping overhead low and staffing lean. This enables the Firm to work in a more efficient manner and pass the resultant savings to their clients.


The background of the firm’s partners includes practice at national law firms. Sherrie Boutwell has focused for thirty years in the areas of employee benefits and ERISA, with an emphasis on retirement plans and deferred compensation plans. 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. Alison Smith Fay represents employers in all aspects of employee benefits matter. She has extensive experience with tax -qualified retirement plans and health and welfare plans including Affordable Care Act issues. A significant portion of her practice is representing employers before the Internal Revenue Service and the Department of Labor.

These attorneys bring to their practice a high degree of sophistication coupled with a unique sensitivity to their client’s overall business and legal needs. Boutwell Fay LLP attorneys are active in professional and trade associations related to their practice areas. The Firm’s attorneys have served on committees of the Western Pension & Benefits Counsel and the National Institute of Pension Administers. While the firm provides a high quality of legal services normally associated with large law firms, their smaller size allows them to be more accessible to clients and more responsive to their needs.


About EisnerAmper LLP

EisnerAmper LLP is a premier accounting and business advisory services firm and is among the largest in the United States. The firm provides a comprehensive set of private business services to closely held companies, high-net-worth individuals and families. This full menu of services includes tax planning and compliance, investment planning, international wealth advisory services, family business transition and succession planning, trusts and estate planning, cash flow and asset protection planning. EisnerAmper also provides a unique set of outsourced family office services, making it possible for you to focus on your core business while we handle the accounting and finance functions. Our deep expertise includes providing you with the timely and accurate management information and financial reporting necessary to run your business without incurring the overhead of additional accounting personnel. Headquartered in New York City, EisnerAmper maintains offices across the United States as well as internationally in the United Kingdom, India, Singapore, Ireland, and Israel.


About Funk & Bolton, P.A.

Funk & Bolton, P.A. has dedicated over twenty years to representing ERISA plans, plan sponsors, plan fiduciaries, including retirement plans, welfare plans, and related representation of broker-dealers and insurers of disability, health, and life insurance plans.  The firm’s extensive ERISA, FEHBA, ACA, and regulatory experience provides a unique platform for delivery of legal services to ERISA plans, plan sponsors, plan fiduciaries, as well as health, life, and disability insurers.  The firm’s deep bench of legal talent delivers strategic counsel to plans, plan administrators, plan sponsors, trustees, and insurers, including offering analytical insight and advice on the intersection between federal (ERISA, FEHBA & ACA) and state laws. 


About Kilpatrick Townsend & Stockton LLP

Kilpatrick Townsend is a multi-practice international firm with more than 600 attorneys and professionals, with 20 offices in the United States and abroad. The firm provides clients with unsurpassed legal representation in the following areas:

Employee Benefits, Labor & Employment: Counseling, transactions, administrative advocacy and litigation

Business and Finance: Including securities, mergers and acquisitions, tax, and commercial transactions

Intellectual Property: The full complement of IP procurement, counseling, and litigation

Construction and Infrastructure: All aspects of transactions and litigation

Litigation: Including insurance recovery, environmental, and complex business litigation

Kilpatrick Townsend serves clients around the world from the firm’s offices in Alaska, California, Colorado, District of Columbia, Georgia, New York, North Carolina, Texas, Washington, Shanghai, Stockholm, and Tokyo. The firm is committed to learning and furthering the business and legal goals of its clients.