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01. Criminal Law
Property Disputes and Personal Injury
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The Times, They Are A Changin’ – New Administration, New Rules, And More to Come
In the five months since the Trump Administration took the reins in Washington, DC, we have seen a flurry of changes affecting employee benefit plans: both retirement plans and health and welfare plans. In this post, we focus on a few of the recent retirement plan changes relating to plan investments.
Jun 273 min read


Department of Labor Voluntary Fiduciary Correction Program Updates
On Tuesday, January 14th, the Employee Benefits Security Administration (EBSA) issued final rules for the Voluntary Fiduciary Correction Pro
Mar 262 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...
Oct 27, 20234 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...
Oct 5, 20231 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...
Sep 28, 20232 min read


Secure 2.0 Corrections - EPCRS/Overpayments
This webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. ...
May 2, 20231 min read


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...
Apr 20, 20234 min read


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.
Apr 6, 20233 min read


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


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


DOL Weighs In On Permitting 401(k) Plans Investing In Cryptocurrencies
The DOL has issued a release that outlines where they stand on the subject of 401(k) plans investing in Cryptocurrencies.
May 13, 20222 min read


Hughes v. Northwestern
On July 2, 2021, the U.S. Supreme Court agreed to hear the appeal in the case of Hughes v. Northwestern University. This case is one of...
Jul 8, 20211 min read


Is Your Plan Cybersecure Right Now?
Not a day goes by without another news story about a cybersecurity incident compromising the data of a few million people. Although no...
May 18, 20211 min read
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