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3 days ago4 min read
50 Years of ERISA: Health & Welfare Plans
Health & Welfare Journal of Pension Benefits Issues in Administration, Design, Funding, and Compliance Volume 32 • Number 1 • Autumn 2024...
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Dec 30, 20241 min read
Happy New Year!
As we welcome 2025, we want to express our gratitude for your trust and partnership. We look forward to another wonderful year ahead....
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Dec 23, 20241 min read
Merry Christmas and Happy Hanukkah!
As we celebrate this festive season, we want to wish you a Merry Christmas and a Happy Hanukkah filled with joy, love, and peace. Thank...
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Dec 20, 20241 min read
“50th Anniversary of ERISA” Firm Cookbook
In what is becoming our new holiday tradition, we are happy to share our “50th Anniversary of ERISA” firm cookbook with vintage recipes for
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Dec 11, 20243 min read
California Regulates Use of AI by Health Plans
On September 28th, 2024, California enacted SB 1120 in an effort to balance technological innovation with the need for human judgment.
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Dec 6, 20243 min read
EBSA Requests Data to Populate New Online Tool that Helps Workers Find "Lost" Retirement Savings
Many workers lose track of their retirement savings after changing jobs or due to changes in their employers.
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Nov 25, 20241 min read
Happy Thanksgiving from Boutwell Fay!
Wishing you a safe and happy holiday. We are thankful for all the continued support this year from clients, partners, colleagues, and...
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Nov 18, 20242 min read
2025 Cost of Living Adjustments and Limits for Retirement Plans
Individuals can contribute more to their retirement accounts in 2025, as the IRS has increased the contribution limit.
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Nov 4, 20243 min read
IRS Issues New Secure 2.0 Interim Guidance re Overpayments
As we have previously posted, Secure 2.0 significantly changed the rules for correction of overpayments from qualified retirement plans (inc
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Oct 28, 20242 min read
Approaching Deadline: Health Plan Gag Clause Attestation
Since 2023 , the Consolidated Appropriations Act of 2021 (aiming to increase transparency in health care) has prohibited the use of “gag...
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Oct 17, 20242 min read
IRS Addresses Long-Term, Part-Time Employees in ERISA 403(b) Plans
On October 3rd, 2024, the IRS issued Notice 2024-73, addressing how ERISA 403(b) plans must treat long-term, part-time employees...
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Oct 9, 20244 min read
Winners and Losers and Lessons Learned
Another year of health and welfare litigation, another year of mixed results for both plaintiffs and defendants, but lessons for all.
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Oct 4, 20241 min read
Exciting Leadership Update: Katrina Veldkamp Named Partner
Boutwell Fay LLP is pleased to announce the promotion of Katrina Veldkamp to Partner, effective as of October 15, 2024. Katrina has been...
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Sep 30, 20241 min read
Welcome to Boutwell Fay, Lauren Mamaghani!
We are thrilled to announce the addition of Lauren Mamaghani to our team at Boutwell Fay. Lauren brings experience in and enthusiasm for...
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Sep 26, 20248 min read
Is Joining A MEP or PEP The Right Plan Move?
The SECURE Act of 2019 brought significant changes to multiple employer plans (MEPs) and introduced pooled employer plans (PEPs). These reti
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Sep 20, 20241 min read
Boutwell Fay, LLP Honors Alison Fay’s Legacy as she Transitions to Partner Emeritus
Boutwell Fay LLP is honored to announce the well-deserved retirement of Alison Fay, a founding member of Boutwell Fay and a leading...
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Sep 12, 20242 min read
DOL Update: Cybersecurity Guidance Applies to All ERISA Plans
EBSA Clarifies Scope of 2021 Guidance The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued a Compliance...
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Sep 11, 20241 min read
Sherrie Boutwell to Speak at DC Plans: 2024 Update and Hot Topics for 2025
Please join us on Tuesday, September 24th! Sherrie Boutwell will be speaking about "DC Plans: 2024 Update and Hot Topics for 2025" at the...
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Aug 29, 20242 min read
IRS Notice 2024-63: IRS Provides Clarity on Implementing Student Loan Match Contributions
The IRS recently released Notice 2024-63, answering questions regarding Section 110 of the SECURE 2.0 Act, which allows employers to...
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Aug 22, 20242 min read
Approaching Deadline for Pre-Approved DB Plan Document Restatements
To maintain reliance on a pre-approved plan document, all qualified plans and 403(b) plans must be restated periodically in accordance...
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