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EBSA Requests Data to Populate New Online Tool that Helps Workers Find "Lost" Retirement Savings
Many workers lose track of their retirement savings after changing jobs or due to changes in their employers.
Dec 6, 20243 min read
105


Is Joining A MEP or PEP The Right Plan Move?
The SECURE Act of 2019 brought significant changes to multiple employer plans (MEPs) and introduced pooled employer plans (PEPs). These reti
Sep 26, 20248 min read
366


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
546


Evan Giller's Article on Secure 2.0 for NBOA
After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...
Feb 23, 20231 min read
123


Evan Giller to present at WP&BC's New Year Tidings 403(b) Plans Webinar
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...
Jan 5, 20231 min read
45


Secure Act 2.0 2022 Means Changes for Retirement Plans
Secure Act 2.0 contains sweeping changes to retirement plan legislation.
Dec 29, 20221 min read
97


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
20


Article on IRS New Proposed Requirements Features Boutwell Fay’s Evan Giller
Evan Giller interviewed in Law360's recent article on the IRS's new requirements for retirement plans.
Mar 21, 20221 min read
86


Webinar: ERISA Prohibited Transactions and Exemptions
Join Boutwell Fay LLP's Sherrie Boutwell and Fox Rothschild's Jose M. Jara for a live 90-minute premium CLE video webinar with...
Mar 10, 20221 min read
68


U.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".
Mar 2, 20221 min read
121


The 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 17, 20221 min read
121


Evan Giller to Co-present at NBOA
Boutwell Fay’s Evan Giller will be co-presenting on a panel titled, “What Can We Learn From Current Retirement Plan Litigation?” on...
Feb 2, 20221 min read
21


CalSavers 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.
Jan 17, 20221 min read
108


New IRS FAQs Answer COVID-Related Retirement Questions
New FAQs from IRS help answer questions about retirement
Dec 12, 20211 min read
67


California’s Mandatory Retirement Plan Law Upheld by the Ninth Circuit
On May 6, 2021, the Ninth Circuit upheld California’s retirement plan mandate and affirmed that it is not preempted by ERISA. Under...
May 24, 20211 min read
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