On February 18, 2015 Alison Fay will be a speaker at the Financial Planners Association of Orange County together with Stuart Hack of...

Sherrie Boutwell will be presenting Employee Benefits in Mergers & Acquisitions for the Denver chapter of the Western Pension &...

Sherrie Boutwell authored an update to the chapter on health and welfare plans in the 2014-2015 Edition of “Employee Benefits in Mergers...

The IRS has announced the 2015 dollar limits for retirement plans and health and welfare plans. We are providing a chart that shows ...

Alison Fay to speak on September 23, 2014 at the NAMWOLF Annual meeting in Philadelphia, Pennsylvania Alison Fay will be a panelist on...

Sherrie Boutwell will be a panelist on the topic of “Closing the Deal: How to Spot and Handle the Top Employee Benefits Issues in an ...

On April 4, 2014, the Internal Revenue Service issued IRS Notice 2014-19 providing guidance with respect to amending qualified retirement...

If your defined contribution plan – 401(k), profit sharing, money purchase – uses an Internal Revenue Service pre-approved plan document,...

Determining Whether and When an Employer Is Subject to the ACA Play or Pay Penalties Alison Smith Fay Perhaps the most important aspect...

Perhaps the most important aspect of the Affordable Care Act for employers is the potential for penalties when an employer fails to offer...

Sherrie Boutwell presented at the Western Benefits Conference in Las Vegas Nevada on July 29, 2014 on the topic of “DOL Health & ...

Alison Fay to speak on August 25, 2014 at California HR Conference sponsored by the Professionals in Human Resources Association (PIHRA)...

On July 23, 2014, Sherrie Boutwell will be speaking at the Orange County Bar Association, Business and Corporate Law Section meeting....

Sherrie Boutwell is featured as Niche Practitioner of the Month in the Attorney Journal. To read more click the link below:

Many employers, especially smaller employers who do not sponsor a traditional group health plan, have had a practice of paying for, or ...

On June 9, 2014, Evan Giller will be discussing significant issues and latest insights on how to strengthen your 403(b) plans in 2014....

Alison Fay will speak at the Orange County Bar Association Tax Section meeting on June 12, 2014 at 12:00 noon at the Radisson Hotel in ...

On March 25, 2014, the Department of Labor issued a proposal to amend its ERISA Section 408(b)(2) regulations by requiring covered...

On May 7, 2014, Evan Giller spoke at the Annual Meeting of the State University of New York Benefit Administrators in Saratoga Springs, ...

Alison Fay spoke on “The Affordable Care Act 2014 Update – What Employers Should Know” at the Employer Advisory Council of Orange County...