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Aug 22, 20242 min read
Approaching Deadline for Pre-Approved DB Plan Document Restatements
To maintain reliance on a pre-approved plan document, all qualified plans and 403(b) plans must be restated periodically in accordance...
333 views


May 30, 20242 min read
Recent Developments in 401(k) Forfeiture Cases: Key Updates for Plan Sponsors
We have two significant updates in the arena of 401(k) forfeiture cases that could have far-reaching implications for employers and plan spo
507 views

Apr 9, 20245 min read
Mental Health Parity Update: 3 Key Developments in 2023
Health & Welfare Journal of Pension Benefits Issues in Administration, Design, Funding, and Compliance Volume 31 • Number 2 • Winter 2024...
458 views

Jan 17, 20241 min read
Sherrie Boutwell has been named a 2024 Southern California Super Lawyer in Employee Benefits (ERISA) Law.
Sherrie's practice focuses on ERISA and employee benefits law. She brings a practical and down-to-earth approach to resolving complex...
17 views

Jan 3, 20241 min read
Sherrie Boutwell to Speak at WP&BC Sacramento's 2024 Annual Legislative & Regulatory Update
We are happy to announce that Sherrie Boutwell will be a keynote speaker along with Melissa Kahn of State Street Global Advisors at the...
53 views


Dec 15, 20231 min read
IRS Issues Proposed Regulations on Long-Term Part-Time Employee Rules
The SECURE Act in 2019 and SECURE 2.0 Act in 2022 expanded the availability of employer-sponsored retirement plans for long-term...
197 views


Nov 30, 20232 min read
Proposed Rule on the No Surprises Act Independent Dispute Resolution Process
On October 27, 2023, the Biden Administration's proposed rule on the No Surprises Act’s (“NSA”) Federal Independent Dispute Resolution...
50 views

Nov 3, 20234 min read
Boutwell Fay LLP Welcomes Richard Luna to the Firm
We are pleased to announce that Richard (Rich) Luna recently joined Boutwell Fay as Senior Counsel in our Irvine, California office.
218 views


Oct 27, 20234 min read
Forfeitures Again? Why You Really Do Need to Take a Second Look at Forfeiture Compliance Now
As described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...
488 views


Oct 20, 20232 min read
IRS Extends 2023 Form 5500 Filing Deadline for California Plans
On October 16, 2023, the IRS issued IR-2023-89, which postponed the deadline to file various tax forms.
1,209 views

Oct 5, 20231 min read
Sherrie Boutwell Speaking at the CCA Annual Meeting and the Western Benefits Conference
Boutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...
30 views


Sep 28, 20232 min read
Federal Court Rejects States’ Challenge to DOL’s ESG Investing Rule
Environmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...
55 views


Sep 21, 20231 min read
UnitedHealthcare Fined $80,000 for HIPAA Access Violation
One of the nation’s leading health insurance companies, United Healthcare Insurance Company (“UHIC”), was recently fined $80,000 for...
121 views

Sep 18, 20231 min read
Webinar: It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0
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...
142 views


Sep 7, 20231 min read
Deciphering the Newly Proposed Mental Health Parity Guidance –
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...
69 views


Aug 24, 20231 min read
SECURE 2.0 Matching Contributions on Student Loan Repayments
Katrina Veldkamp's recent article for Bloomberg Law addresses the new provisions introduced by SECURE 2.0 for matching contributions for...
115 views


Jul 20, 20231 min read
Proposed Regulations Tackle “Junk Health Insurance”
On July 7, 2023, the Departments of Health and Human Services, Labor, and Treasury (the “Agencies”) published proposed regulations to, in...
51 views

Jul 13, 20233 min read
The Long-Term Part-Time Rule and 403(b) Plans: Unintended Consequences or Intentional Transformation
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...
500 views


Jul 7, 20231 min read
MHPAEA Opt-Out Expires for Nonfederal Government Plans - What Employers Need to Know
The Consolidated Appropriations Act, 2023 (CAA, 2023), enacted on December 29, 2022, includes a sunset provision for the self-funded,...
48 views


Jun 22, 20231 min read
December 31 Deadline for Health Plan Gag Clause Attestation
The "No Surprises Act" requires price transparency for certain medical and pharmacy costs and health plans and health insurance policy...
130 views
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