Sherrie Boutwell, Partner
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. Sherrie has extensive experience and is a highly sought after speaker/writer/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.
Timothy Speiss, Partner
Timothy Speiss is Co-Leader of the firm’s Personal Wealth Advisors Group. He chairs the firm’s Asia Practice and is a member of the firm’s community service group, EisnerAmper Cares. Tim has more than 30 years of experience in providing comprehensive tax planning and related investment, compensation, and financial planning services to senior executives and board members of Fortune 100 publicly held companies, Forbes 400 families, and privately held businesses and owners including celebrities and owners of professional sports teams.
Prior to joining the firm, Tim was a Partner with a Big 4 accounting firm and served as Partner-in-Charge of their New York Metro and Northeast Area Private Client Advisory Practice.
Tim is a frequent speaker and author on topics of tax and financial planning, executive compensation, charitable giving, and related matters. He has lectured in various university graduate programs and regularly provides commentary on tax, investment and legislative matters to television, radio, and print media, including CNBC, Bloomberg and Forbes.
Tim serves on the boards of, and regularly advises, numerous charitable and educational organizations and capital campaign initiatives.
Bryan D. Bolton, Chairman
Funk & Bolton, P.A.
Bryan Bolton represents ERISA plan sponsors, plan fiduciaries, employers, insurers, self-funded plans, third-party administrators, Managed Care Organizations, and broker-dealers in a wide-variety of matters pertaining to welfare and retirement plans, including in judicial and regulatory proceedings. Bryan’s extensive appellate experience includes appeals to the United States Courts of Appeals for the Second, Third, Fourth, and District of Columbia Circuits, and amicus counsel in the Supreme Court of the United States. Mr. Bolton is a member of the Maryland and Pennsylvania bars, and is listed in the Bar Register of Preeminent Lawyers, Maryland Super Lawyers and Best Lawyers in America.
Todd B. Castleton, Counsel
Kilpatrick Townsend & Stockton LLP
Todd B. Castleton is counsel with Kilpatrick Townsend & Stockton’s Employee Benefits Practice in the firm’s Washington, D.C. office, where he leads the Qualified Retirement Plans team. His practice focuses on the compliance and administration of qualified defined contribution and defined benefit retirement plans, nonqualified deferred compensation arrangements, and health and welfare plans. Todd partners with clients to accomplish solutions for effective and efficient employee benefit plan administration, to maintain the plans’ tax-preferred status under the Internal Revenue Code (IRC), to manage employee benefits issues in mergers and acquisitions, to comply with Titles I, II, and IV of the Employee Retirement Income Security Act (ERISA), and to implement the requirements of the Tax Cuts and Jobs Act of 2017 (Tax Reform) and the Patient Protection and Affordable Care Act of 2010 (Health Care Reform). He was a contributing editor of The 401(k) Plan Handbook and the Guide to Assigning & Loaning Benefit Plan Money.