Oct 274 minForfeitures Again? Why You Really Do Need to Take a Second Look at Forfeiture Compliance NowAs described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...
Feb 231 minEvan Giller's Article on Secure 2.0 for NBOAAfter co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...
Jan 51 minEvan Giller to present at WP&BC's New Year Tidings 403(b) Plans WebinarJoin 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...
Dec 29, 20221 minSecure Act 2.0 2022 Means Changes for Retirement PlansSecure Act 2.0 contains sweeping changes to retirement plan legislation.
Oct 27, 20221 minNothing is Certain Except Death and TaxesIn this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...
Mar 21, 20221 minArticle on IRS New Proposed Requirements Features Boutwell Fay’s Evan GillerEvan Giller interviewed in Law360's recent article on the IRS's new requirements for retirement plans.
Mar 10, 20221 minWebinar: ERISA Prohibited Transactions and ExemptionsJoin Boutwell Fay LLP's Sherrie Boutwell and Fox Rothschild's Jose M. Jara for a live 90-minute premium CLE video webinar with...
Mar 2, 20221 minU.S. Supreme Court Denies Cert. for CalSavers The U.S. Supreme Court has made a decision regarding the state-run retirement program known as "CalSavers".
Feb 17, 20221 minThe New Alphabet Soup of Plan Design: What Are MEPs, PEPs and DCGs and Why Should I Care?. In this webinar, we will demystify the terminology, describe some of the key differences between types of plans that are now available, an
Feb 2, 20221 minEvan Giller to Co-present at NBOABoutwell Fay’s Evan Giller will be co-presenting on a panel titled, “What Can We Learn From Current Retirement Plan Litigation?” on...
Jan 17, 20221 minCalSavers Gets Serious - Comply or Else!CalSavers is now sending out penalty fees to those employers with 100 or more employees who have not yet registered.
Dec 12, 20211 minNew IRS FAQs Answer COVID-Related Retirement QuestionsNew FAQs from IRS help answer questions about retirement
May 24, 20211 minCalifornia’s Mandatory Retirement Plan Law Upheld by the Ninth CircuitOn May 6, 2021, the Ninth Circuit upheld California’s retirement plan mandate and affirmed that it is not preempted by ERISA. Under...