Important Deadlines and Updates for Defined Benefit Plan Sponsors and Pre-Approved Plan Providers
Restatement Deadlines for Defined Benefit Plan Sponsors The IRS has provided guidance on restatement deadlines for plan sponsors of...
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- May 5
- 1 min
Western Pension & Benefits Council Give a Fond Thank You to Alison Fay
In their Spring Newsletter, the Orange County Chapter of the Western Pension & Benefits Council thoughtfully highlighted Boutwell Fay's...
24 views
- Apr 20
- 4 min
Seventh Circuit Court of Appeals Writes the Next Chapter in Hughes v. Northwestern University
The lawsuit against Northwestern University (Hughes v. Northwestern University) claiming that it breached its fiduciary duties with...
282 views
- Apr 13
- 4 min
Lost in Translation: Applying the New EPCRS Rules under Secure 2.0
In a tight labor market, a 401(k) plan (or other tax-favored retirement plan such as a 403(b) plan) is not really viewed as optional for...
674 views
- Apr 6
- 3 min
Secure 2.0 Makes Big Changes to Recoupment of Overpayments
Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.
966 views
- Mar 28
- 4 min
Expanded Coverage For Part-Time Employees Under Secure 2.0
The SECURE 2.0 Act was signed into law in December 2022, and it expands the requirement to cover long-term part-time (LTPT) workers in...
2,776 views
- Mar 24
- 2 min
Whose Money is it Anyway? IRS Proposes New Regulations Governing Plan Forfeitures
On February 27, 2023, the IRS published new proposed regulations governing the timing and use of forfeitures in qualified plans (both...
223 views
- Mar 8
- 2 min
Secure 2.0 Updates Family Attribution Rules For Aggregation of Businesses
In today’s post, we want to highlight two important ownership attribution rule changes for aggregation of businesses made by the SECURE...
1,009 views
- Feb 23
- 1 min
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...
89 views
- Feb 16
- 1 min
SECURE 2.0 PERMITS SELF-CERTIFICATION OF HARDSHIP DISTRIBUTION CONDITIONS
The SECURE 2.0 Act (enacted in late December 2022) makes a welcome change to the administration of 401(k), 403(b), and 457(b) plans by...
1,972 views
- Feb 6
- 6 min
Health Care Plans After Dobbs: What Employers Need to Know
HEALTH & WELFARE JOURNAL of PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLIANCE Volume 30 • Number 1 • Autumn 2022...
304 views
- Feb 3
- 1 min
Plan Sponsors: Prepare for Announced End to COVID-19 Outbreak Period
On January 30, President Biden announced that he would end the National Emergency related to the COVID-19 pandemic on May 11, 2023. This...
81 views
- Jan 25
- 1 min
"Southern California Super Lawyer," 2023
To view Sherrie's listing in Southern California Super Lawyers, 2023, click here.
25 views
- Jan 20
- 1 min
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...
55 views
- Jan 18
- 1 min
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...
25 views
- Jan 5
- 1 min
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...
43 views
- Dec 29, 2022
- 1 min
Secure Act 2.0 2022 Means Changes for Retirement Plans
Secure Act 2.0 contains sweeping changes to retirement plan legislation.
97 views
- Dec 8, 2022
- 1 min
Boutwell Fay, LLP is recognized in the 2023 Edition of U.S. News Best Law Firms
Boutwell Fay is proud to announce that our firm has been recognized in the 2023 Edition of U.S. News Best Law Firms, in the area of...
23 views
- Nov 21, 2022
- 2 min
Prescription Drug Data Collection Reporting Deadline Nears
Employer-based health plans must now submit information about prescription drugs and health care spending to the DOL...
102 views
- Nov 17, 2022
- 1 min
IRS Provides RMD Relief for Certain Death Beneficiaries
The IRS recently issued a notice which provides relief for certain missed IRC section 401(a)(9) required minimum death distributions.
359 views
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