ERISA Prohibited Transactions and Exemptions: Statutory, Class, and Individual Exemption Rules - Current Issues and Challenges

Since 1983, Ms. Boutwell 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 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, Ms. Boutwell 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. She has extensive experience and is a highly sought-after speaker, writer, and advisor on employee benefits topics. 

Mr. Jara has over 20 years of ERISA and employee benefits experience, ranging from governmental compliance, fiduciary liability insurance, to the application of ERISA’s fiduciary standards and prohibited transaction provisions. Mr. Jara has extensive experience resolving issues for corporate plan sponsors and multiemployer plans before the U.S. Department of Labor, where he was formerly a senior pension law specialist and investigator.