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End of the Year Amendment Requirement for 457(b) Plans of Tax-Exempt Organizations
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.
Nov 30, 2022
2 min read
Happy Thanksgiving from Boutwell Fay
Boutwell Fay wishes you a safe and happy holiday.
Nov 21, 2022
1 min read
Prescription Drug Data Collection Reporting Deadline Nears
Employer-based health plans must now submit information about prescription drugs and health care spending to the DOL...
Nov 21, 2022
2 min read
IRS Provides RMD Relief for Certain Death Beneficiaries
The IRS recently issued a notice which provides relief for certain missed IRC section 401(a)(9) required minimum death distributions.
Nov 17, 2022
1 min read
New IRS Revenue Procedure for 403(b) Plans
The IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.
Nov 10, 2022
2 min read
Sherrie Boutwell Presenting at ConnectEd in San Antonio
Sherrie Boutwell will be speaking at the ConnectEd event on Secure 2.0
Nov 1, 2022
1 min read
Nothing is Certain Except Death and Taxes
In this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...
Oct 27, 2022
1 min read
PBGC Proposes New Interest Rate Assumption Rule for Multiemployer Plan Withdrawal Liability
The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...
Oct 27, 2022
1 min read
Taxation of Tuition Assistance Plans
HEALTH & WELFARE JOURNAL of PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLIANCE Volume 29 ⢠Number 4 ⢠Summer 2022...
Oct 20, 2022
6 min read
IRS Fixes āFamily Glitchā for ACA Subsidies
The IRS issues a final rule this week fixing this family glitch, starting in 2023.
Oct 13, 2022
1 min read
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