Mar 162 minSecure 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...
Feb 231 minEvan Giller's Article on Secure 2.0 for NBOAAfter co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...
Jan 201 minSecure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know NowOn December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...
Jan 181 minSherrie 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...
Jan 132 minWe Missed the July 2022 Restatement Deadline – What Do We Do Now? Answer: It’s Complicated If you missed the July 2022 restatement deadline, all is not lost – you may not even have a problem.
Jan 51 minEvan Giller to present at WP&BC's New Year Tidings 403(b) Plans WebinarJoin Boutwell Fay's Evan Giller as he presents on 403(b) plans along with Robert Toth, JD, of Toth Law and Consulting on Tuesday, 17 Jan...
Nov 10, 20222 minNew IRS Revenue Procedure for 403(b) PlansThe IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.