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Evan Giller to Speak on Independent Third Party Audits
Evan Giller will co-present on the topic Independent Third Party Audits ā Why a 403(b) Audit is not a 401(k) Audit, at a webinar hosted...
Sep 1, 2016
1 min read
The New Fiduciary Rule from the Department of Labor:How Will It Affect Plan Sponsors?
Overview Itās not everyday that a change in the laws governing retirement plans makes front page news, but itās not...
Aug 31, 2016
5 min read
Executive Summary Introduction to Retirement Plan Committee Charters
This memo is intended to provide basic guidance on these issues, but is not intended to provide legal advice as to any particular ...
Aug 31, 2016
3 min read
Do You Need to Amend Your Retirement Plan by 12/31/2016?
Although this sounds like a simple question, as with most questions involving qualified plans, the answer is not that ...
Jul 31, 2016
4 min read
EEOC Issues Final Rules on Wellness Incentives Under ADA and GINA
On May 17, 2016, the EEOC issued both a Final Rule under Title I of the Americans with Disabilities Act (ADA) (ADA ...
Jul 31, 2016
4 min read
August 2016 Benefits News
EEOC Issues Final Rules on Wellness Incentives Under ADA and GINA Kathleen Salas Bass On May 17, 2016, the EEOC issued both a ...
Jul 31, 2016
7 min read
SELF-CORRECTION OF OPERATIONAL DEFECTS IN A QUALIFIED RETIREMENT PLAN
When a qualified plan experiences one or more operational defects in the operation of the plan, the plan risks losing its tax exempt...
Jul 31, 2016
2 min read
July 2016 Benefits News
IRS Issues Proposed Regulations Under Code Section 457 for Tax-Exempt and Governmental Plans Evan Giller After many years of ...
Jun 30, 2016
6 min read
Boutwell & Fay on Navigating Through Mid-Year Changes to Safe-Harbor Plans
Sherrie Boutwell and Alison Fay spoke on May 17th as special guests on a webinar hosted by Western Pension & Benefits Council entitled ...
Jun 8, 2016
1 min read
IRS Issues Relief for Safe-Harbor 401(k) 403(b) Plans
Earlier this year, the Internal Revenue Service (āIRSā) released Notice 2016-16 providing greater flexibility to amend safe harbor 401(k)...
May 31, 2016
3 min read
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