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End of the Year Amendment Requirement for 457(b) Plans of Tax-Exempt Organizations

What plan sponsors of 457(b) plans need to know about SECURE Act, CARES Act, and the Miners Act affecting their end-of-the-year amendments.

Happy Thanksgiving from Boutwell Fay

Boutwell Fay wishes you a safe and happy holiday.

IRS Provides RMD Relief for Certain Death Beneficiaries

The IRS recently issued a notice which provides relief for certain missed IRC section 401(a)(9) required minimum death distributions.

New IRS Revenue Procedure for 403(b) Plans

The IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.

Sherrie Boutwell Presenting at ConnectEd in San Antonio

Sherrie Boutwell will be speaking at the ConnectEd event on Secure 2.0

PBGC Proposes New Interest Rate Assumption Rule for Multiemployer Plan Withdrawal Liability

The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...

Taxation of Tuition Assistance Plans

HEALTH & WELFARE JOURNAL of PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLIANCE Volume 29 • Number 4 • Summer 2022...

IRS Fixes “Family Glitch” for ACA Subsidies

The IRS issues a final rule this week fixing this family glitch, starting in 2023.

IRS Notice 2022-45: Deadlines Extended for Certain CARES Act and Relief Act Amendments

On September 26, the IRS issued Notice 2022-45,[1] which extends the deadline for amending qualified retirement plans, 403(b) plans, and...

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