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Western Pension & Benefits Council Give a Fond Thank You to Alison Fay
In their Spring Newsletter, the Orange County Chapter of the Western Pension & Benefits Council thoughtfully highlighted Boutwell Fay's...
Boutwell Fay LLP
May 5, 2023
Secure 2.0 Corrections - EPCRS/Overpayments
This webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. ...
Boutwell Fay LLP
May 2, 2023
New Rules for Form 5500
The Department of Labor has issued new rules detailing a number of changes to Form 5500 and Form 5500-SF reporting, starting for plan...
Boutwell Fay LLP
Apr 28, 2023
Seventh Circuit Court of Appeals Writes the Next Chapter in Hughes v. Northwestern University
The lawsuit against Northwestern University (Hughes v. Northwestern University) claiming that it breached its fiduciary duties with...
Boutwell Fay LLP
Apr 20, 2023
Lost in Translation: Applying the New EPCRS Rules under Secure 2.0
In a tight labor market, a 401(k) plan (or other tax-favored retirement plan such as a 403(b) plan) is not really viewed as optional for...
Boutwell Fay LLP
Apr 13, 2023
Secure 2.0 Makes Big Changes to Recoupment of Overpayments
Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.
Boutwell Fay LLP
Apr 6, 2023
SECURE 2.0 ā A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related...
SECURE 2.0 ā A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related Employer Attribution: Join Alison Fay...
Boutwell Fay LLP
Mar 28, 2023
Expanded Coverage For Part-Time Employees Under Secure 2.0
The SECURE 2.0 Act was signed into law in December 2022, and it expands the requirement to cover long-term part-time (LTPT) workers in...
Boutwell Fay LLP
Mar 28, 2023
Whose Money is it Anyway? IRS Proposes New Regulations Governing Plan Forfeitures
On February 27, 2023, the IRS published new proposed regulations governing the timing and use of forfeitures in qualified plans (both...
Boutwell Fay LLP
Mar 24, 2023
Secure 2.0 ā Treating Student Loans as Elective Deferrals
SECURE 2.0 was signed into law in December 2022 as part of the Consolidated Appropriations Act of 2023. Effective for plan years...
Boutwell Fay LLP
Mar 16, 2023
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