401(k) Plans | Boutwell Fay

Secure 2.0 – 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...

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SECURE 2.0 PERMITS SELF-CERTIFICATION OF HARDSHIP DISTRIBUTION CONDITIONS

The SECURE 2.0 Act (enacted in late December 2022) makes a welcome change to the administration of 401(k), 403(b), and 457(b) plans by...

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A Valentine’s Day “KISS” for Small Retirement Plans:

Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans Among the sweeping retirement plan changes in the new Secure 2.0...

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Sherrie Boutwell to present at the WP&BC 2023 Annual Legislative & Regulatory Update

Join Boutwell Fay's Sherrie Boutwell as she presents with JP Morgan's Dan Notto next week on Wednesday, January 25th from 3:30 PM - 7:00...

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DOL Weighs In On Permitting 401(k) Plans Investing In Cryptocurrencies

The DOL has issued a release that outlines where they stand on the subject of 401(k) plans investing in Cryptocurrencies.

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