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Boutwell Fay LLP Welcomes Richard Luna to the Firm
We are pleased to announce that Richard (Rich) Luna recently joined Boutwell Fay as Senior Counsel in our Irvine, California office.
Boutwell Fay LLP
Nov 3, 2023
Forfeitures Again? Why You Really Do Need to Take a Second Look at Forfeiture Compliance Now
As described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...
Boutwell Fay LLP
Oct 27, 2023
IRS Extends 2023 Form 5500 Filing Deadline for California Plans
On October 16, 2023, the IRS issued IR-2023-89, which postponed the deadline to file various tax forms.
Boutwell Fay LLP
Oct 20, 2023
Impact of the End of the Covid-19 Emergencies on Health and Welfare Plans
HEALTH & WELFARE JOURNAL OF PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLIANCE Volume 30 • Number 3 • Summer 2023...
Boutwell Fay LLP
Oct 12, 2023
Sherrie Boutwell Speaking at the CCA Annual Meeting and the Western Benefits Conference
Boutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...
Boutwell Fay LLP
Oct 5, 2023
Federal Court Rejects States’ Challenge to DOL’s ESG Investing Rule
Environmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...
Boutwell Fay LLP
Sep 28, 2023
UnitedHealthcare Fined $80,000 for HIPAA Access Violation
One of the nation’s leading health insurance companies, United Healthcare Insurance Company (“UHIC”), was recently fined $80,000 for...
Boutwell Fay LLP
Sep 21, 2023
Webinar: It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0
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...
Boutwell Fay LLP
Sep 18, 2023
Deciphering the Newly Proposed Mental Health Parity Guidance –
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...
Boutwell Fay LLP
Sep 7, 2023
The IRS Issues a Reprieve: Roth Catch-up Contributions Deadline Delayed After 2025
In response to appeals from a broad swath of the retirement plan community, on August 25, 2023, the IRS issued Notice 2023-62, which...
Boutwell Fay LLP
Aug 31, 2023
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