403(b) | 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...

348 views

Evan Giller's Article on Secure 2.0 for NBOA

After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...

68 views

Secure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know Now

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...

34 views

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...

23 views

We 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.

472 views

Evan Giller to present at WP&BC's New Year Tidings 403(b) Plans Webinar

Join 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...

41 views

New IRS Revenue Procedure for 403(b) Plans

The IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.

193 views

Services