After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...

The SECURE 2.0 Act (enacted in late December 2022) makes a welcome change to the administration of 401(k), 403(b), and 457(b) plans by...

Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans Among the sweeping retirement plan changes in the new Secure 2.0...

Join Evan Giller of Boutwell Fay, LLP, and Gary Mauger of New Pinnacle Consulting Group/Pentegra for their session: So, I Can Join a...

On January 30, President Biden announced that he would end the National Emergency related to the COVID-19 pandemic on May 11, 2023. This...

To view Sherrie's listing in Southern California Super Lawyers, 2023, click here.

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...

Join Boutwell Fay's Sherrie Boutwell as she presents with JP Morgan's Dan Notto next week on Wednesday, January 25th from 3:30 PM - 7:00...

If you missed the July 2022 restatement deadline, all is not lost – you may not even have a problem.

Join Boutwell Fay's Evan Giller as he presents on 403(b) plans along with Robert Toth, JD, of Toth Law and Consulting on Tuesday, 17 Jan...

Boutwell Fay is proud to announce that our firm has been recognized in the 2023 Edition of U.S. News Best Law Firms, in the area of...

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.

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

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

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

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

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

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

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

Applicable large employers (i.e., employers with at least 50 full-time employees or full-time equivalent employees) that are subject to...