Oct 27, 20234 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 23, 20231 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 5, 20231 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...