Sherrie Boutwell be moderating the presentation IRS’s Voluntary Closing Agreement Program – When EPCRS Just Isn’t Good Enough at the...

On February 18, 2015 Alison Fay will be a speaker at the Financial Planners Association of Orange County together with Stuart Hack of...

Sherrie Boutwell will be presenting Employee Benefits in Mergers & Acquisitions for the Denver chapter of the Western Pension &...

Sherrie Boutwell authored an update to the chapter on health and welfare plans in the 2014-2015 Edition of “Employee Benefits in Mergers...

The IRS has announced the 2015 dollar limits for retirement plans and health and welfare plans. We are providing a chart that shows ...

Alison Fay to speak on September 23, 2014 at the NAMWOLF Annual meeting in Philadelphia, Pennsylvania Alison Fay will be a panelist on...

Sherrie Boutwell will be a panelist on the topic of “Closing the Deal: How to Spot and Handle the Top Employee Benefits Issues in an ...

On April 4, 2014, the Internal Revenue Service issued IRS Notice 2014-19 providing guidance with respect to amending qualified retirement...

If your defined contribution plan – 401(k), profit sharing, money purchase – uses an Internal Revenue Service pre-approved plan document,...

Determining Whether and When an Employer Is Subject to the ACA Play or Pay Penalties Alison Smith Fay Perhaps the most important aspect...