Fiduciary Duties & Governance

Oct 27
4 min

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...

430 views

Oct 5
1 min

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...

25 views

Sep 28
2 min

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...

51 views

May 2
1 min

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. ...

52 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 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

Oct 27, 2022
1 min

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...

10 views

Aug 18, 2022
1 min

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".

50 views

May 13, 2022
2 min

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.

67 views

Jul 8, 2021
1 min

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...

145 views

May 17, 2021
1 min

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...

22 views

Qualified and Non-Qualified Deferred Compensation Plans

Health and Welfare Plans

Plan Correction and Government Audits

Qualified and Non-Qualified Deferred Compensation Plans

Health and Welfare Plans

Plan Correction and Government Audits

Services

01. Criminal Law

Property Disputes and Personal Injury

Services

01. Criminal Law

Property Disputes and Personal Injury