We are happy to announce that Sherrie Boutwell will be a keynote speaker along with Melissa Kahn of State Street Global Advisors at the...

As the year draws to a close, we're reflecting on the key updates and insights that have shaped the landscape of retirement planning in...

This year, Boutwell Fay gathered all of our favorite tropical recipes and now we are sharing them with you in our cookbook. This is our...

The SECURE Act in 2019 and SECURE 2.0 Act in 2022 expanded the availability of employer-sponsored retirement plans for long-term...

This past year, Boutwell Fay hosted a series of webinars focusing specifically on SECURE 2.0 issues. We covered key topics that are...

On October 27, 2023, the Biden Administration's proposed rule on the No Surprises Act’s (“NSA”) Federal Independent Dispute Resolution...

The holidays are quickly approaching! Here are our office closures for the rest of the year: Wednesday, November 22nd - Monday, November...

We are pleased to announce that Richard (Rich) Luna recently joined Boutwell Fay as Senior Counsel in our Irvine, California office.

As described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...

On October 16, 2023, the IRS issued IR-2023-89, which postponed the deadline to file various tax forms.

Boutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...

Environmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...

One of the nation’s leading health insurance companies, United Healthcare Insurance Company (“UHIC”), was recently fined $80,000 for...

Are you prepared for what lies ahead in 2024? Join Sherrie Boutwell and Evan Giller on September 28, 2023, from 10am - 10:30am PT, for...

H.R. and Benefits Managers May Need a "Mental Health Day" On August 3, 2023, the tri-agencies in charge of enforcing the Mental Health...

In response to appeals from a broad swath of the retirement plan community, on August 25, 2023, the IRS issued Notice 2023-62, which...

On this National Non-Profit Day, we take a moment to honor the remarkable individuals who dedicate their time and expertise to the...

Last month, the IRS issued Notice 2023-54, providing transition relief for certain required minimum distributions (RMDs) made, or to be...

On July 7, 2023, the Departments of Health and Human Services, Labor, and Treasury (the “Agencies”) published proposed regulations to, in...

One of the stated objectives of the SECURE 2.0 Act of 2022 (‘the Act”) is to expand the coverage of retirement plans and to increase...