To maintain reliance on a pre-approved plan document, all qualified plans and 403(b) plans must be restated periodically in accordance...

We have two significant updates in the arena of 401(k) forfeiture cases that could have far-reaching implications for employers and plan spo

Health & Welfare Journal of Pension Benefits Issues in Administration, Design, Funding, and Compliance Volume 31 • Number 2 • Winter 2024...

Sherrie's practice focuses on ERISA and employee benefits law. She brings a practical and down-to-earth approach to resolving complex...

We are happy to announce that Sherrie Boutwell will be a keynote speaker along with Melissa Kahn of State Street Global Advisors at the...

The SECURE Act in 2019 and SECURE 2.0 Act in 2022 expanded the availability of employer-sponsored retirement plans for long-term...

On October 27, 2023, the Biden Administration's proposed rule on the No Surprises Act’s (“NSA”) Federal Independent Dispute Resolution...

We are pleased to announce that Richard (Rich) Luna recently joined Boutwell Fay as Senior Counsel in our Irvine, California office.

As described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...

On October 16, 2023, the IRS issued IR-2023-89, which postponed the deadline to file various tax forms.

Boutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...

Environmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...

One of the nation’s leading health insurance companies, United Healthcare Insurance Company (“UHIC”), was recently fined $80,000 for...

Are you prepared for what lies ahead in 2024? Join Sherrie Boutwell and Evan Giller on September 28, 2023, from 10am - 10:30am PT, for...

H.R. and Benefits Managers May Need a "Mental Health Day" On August 3, 2023, the tri-agencies in charge of enforcing the Mental Health...

Katrina Veldkamp's recent article for Bloomberg Law addresses the new provisions introduced by SECURE 2.0 for matching contributions for...

On July 7, 2023, the Departments of Health and Human Services, Labor, and Treasury (the “Agencies”) published proposed regulations to, in...

One of the stated objectives of the SECURE 2.0 Act of 2022 (‘the Act”) is to expand the coverage of retirement plans and to increase...

The Consolidated Appropriations Act, 2023 (CAA, 2023), enacted on December 29, 2022, includes a sunset provision for the self-funded,...

The "No Surprises Act" requires price transparency for certain medical and pharmacy costs and health plans and health insurance policy...