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2017 Benefit Plan Dollar Limits
The IRS has released updated dollar limits for 2017 retirement and health & welfare plans. Click the links below for a convenient ...
Oct 30, 2016
1 min read
Advanced Compliance Training for Insurance Professionals Seminar
Due to high demand, we are repeating this important presentation! Join us in Gardena on Tuesday, October 6, from 8:30 a.m. to Noon. This...
Oct 25, 2016
1 min read
Upcoming Seminars: Advance Compliance Training for Employers
Alison Fay (Boutwell Fay LLP) and Marilyn Monahan (Monahan Law Office) are teaming up again to tackle the topic of compliance training, ...
Oct 25, 2016
1 min read
Top Hat Plan Basics
Top Hat plans are deferred compensation plans designed to benefit top management. They are exempt from most of ERISAās...
Oct 21, 2016
2 min read
SB 1234 Mandates State-Sponsored Payroll Deposit Retirement Savings Arrangement
In 2012, the California legislature enacted the California Secure Choice Retirement Savings Trust Act (the "Act"), which...
Oct 15, 2016
3 min read
September 2016 Benefits News
Boutwell Fay LLP has released the September issue of Benefits News. Our newsletter includes articles about fee litigation suits against...
Oct 2, 2016
1 min read
Caution Tape Ahead- the IRS Just Tightened Both EPCRS & the Employee Plans Enforcement Guidelines
Plan Sponsors (and advisors) beware - the IRS continues to signal an increased focus on good internal controls, especially with ...
Sep 30, 2016
4 min read
10 Questions to Ask Before Signing That New Service Agreement
āAttached is Our Standard Service Agreement...āSound familiar? If not, it may shortly ā it is widely expected that retirement plan ...
Sep 30, 2016
6 min read
Continued Efforts Required to Avoid 1094-C/1095-C Tax Penalties
The initial Forms 1094-C/1095-C filing season is finally behind us. Unfortunately, if youāve discovered errors ...
Sep 15, 2016
4 min read
Fee Litigation Cases Go to School as Universities Are Sued
For some years, section 401(k) plans sponsored by for-profit corporations have been the subject of lawsuits claiming that the ...
Sep 15, 2016
4 min read
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