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Property Disputes and Personal Injury
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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.
Nov 10, 20222 min read
209


Sherrie Boutwell Presenting at ConnectEd in San Antonio
Sherrie Boutwell will be speaking at the ConnectEd event on Secure 2.0
Nov 2, 20221 min read
22


Nothing is Certain Except Death and Taxes
In this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...
Oct 27, 20221 min read
20


PBGC Proposes New Interest Rate Assumption Rule for Multiemployer Plan Withdrawal Liability
The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...
Oct 27, 20221 min read
27


IRS Fixes “Family Glitch” for ACA Subsidies
The IRS issues a final rule this week fixing this family glitch, starting in 2023.
Oct 13, 20221 min read
50


IRS Notice 2022-45: Deadlines Extended for Certain CARES Act and Relief Act Amendments
On September 26, the IRS issued Notice 2022-45,[1] which extends the deadline for amending qualified retirement plans, 403(b) plans, and...
Oct 6, 20222 min read
139


ACA Affordability Percentage Goes Down for 2023
Applicable large employers (i.e., employers with at least 50 full-time employees or full-time equivalent employees) that are subject to...
Sep 28, 20221 min read
30


Some End-of-Year Deadlines for Retirement Plans Are Extended
The IRS extended some retirement plan amendment deadlines for end-of-year.
Aug 24, 20221 min read
64


Court Rejects Recordkeeper’s Attempt to Dodge DOL Cybersecurity Subpoena
The United State Court of Appeals found Alight's argument that the DOL subpoena was unenforceable as "Not persuasive".
Aug 18, 20221 min read
51


The HHS Issues Proposal Under the ACA Anti-Discrimination Rule
The Department of Health and Human Services (“HHS”) recently issued proposed implementation regulations under Section 1557 of the...
Aug 11, 20223 min read
76


Start Thinking About End of Year Amendment Deadlines
We are more than halfway through 2022, and it is time to get in touch with counsel and service providers to make sure required amendments...
Jul 28, 20221 min read
102


The No Surprises Act
The No Surprises Act became effective on January 1, 2022. This Act restricts excessive out-of-pocket costs.
Jul 20, 20223 min read
63


Telehealth Exemption for High Deductible Health Plans Reinstated Through December 2022
In the early days of the pandemic, the use of telehealth programs grew exponentially as virtual visits extended the reach of providers
Jun 14, 20221 min read
226


IRS Announces Pilot Program to Allow Voluntary Correction Even After IRS Notice of Examination
The IRS just announced that it is piloting a "pre-exemption" retirement plan compliance program.
Jun 3, 20222 min read
102


Katrina Veldkamp Speaking at WP&BC OC Breakfast
Boutwell Fay's Katrina Veldkamp will be speaking at WP&BC OC's Breakfast on Thursday, May 19, 2022.
May 11, 20221 min read
20


Sherrie Boutwell to Speak at WP&BC Denver Chapter
Join Sherrie Boutwell on Tuesday, May 10 2022, as she speaks on ERISA Litigation at the Western Pension & Benefits Council Denver Chapter.
May 5, 20221 min read
36


DOL Issues Increases for Civil Money Penalties
DOL adjustments to civil money penalties under ERISA.
Jan 27, 20221 min read
67


CalSavers Gets Serious - Comply or Else!
CalSavers is now sending out penalty fees to those employers with 100 or more employees who have not yet registered.
Jan 17, 20221 min read
108


New Article: DOL Field Assistance Bulletin
On December 30, 2021, the DOL issued guidance on the application of the new disclosure rules under ERISA Section 408(b)(2)(B) applicable...
Jan 3, 20221 min read
24


DOL Issues FAB 2021-03 with Guidance on CAA Fee Disclosure Rules for Group Health Plans
DOL Guidance on CAA Fee Disclosure Rules for group health plans
Jan 3, 20223 min read
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