Each employer that sponsors a 403(b) plan which uses a pre-approved plan document must ensure that document is restated to account for changes in law by December 31, 2026. Especially because organizations in the nonprofit and public sectors often face resource and staffing constraints, it’s crucial they start the restatement process now.

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.

Many workers lose track of their retirement savings after changing jobs or due to changes in their employers.

The SECURE Act of 2019 brought significant changes to multiple employer plans (MEPs) and introduced pooled employer plans (PEPs). These reti

As described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...

After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...

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...

Secure Act 2.0 contains sweeping changes to retirement plan legislation.

In this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...

Evan Giller interviewed in Law360's recent article on the IRS's new requirements for retirement plans.

Join Boutwell Fay LLP's Sherrie Boutwell and Fox Rothschild's Jose M. Jara for a live 90-minute premium CLE video webinar with...

The U.S. Supreme Court has made a decision regarding the state-run retirement program known as "CalSavers".

. In this webinar, we will demystify the terminology, describe some of the key differences between types of plans that are now available, an

Boutwell Fay’s Evan Giller will be co-presenting on a panel titled, “What Can We Learn From Current Retirement Plan Litigation?” on...

CalSavers is now sending out penalty fees to those employers with 100 or more employees who have not yet registered.

New FAQs from IRS help answer questions about retirement

On May 6, 2021, the Ninth Circuit upheld California’s retirement plan mandate and affirmed that it is not preempted by ERISA. Under...