The End of the COVID-19 National Emergency: What Plan Sponsors Need to Know
President Biden signed legislation terminating the COVID-19 National Emergency effective May 11, 2023, which ends several of the employee...
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- 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. ...
32 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.
658 views
- Mar 2
- 1 min
Sherrie Boutwell Teaching at IFEBP's Navigating Benefit Plans Through Mergers and Acquisitions
Join Sherrie Boutwell and her co-instructor, Ilene H. Ferenczy, on March 15th & 16th, 2023 1:00 p.m.-4:00 p.m. ET for a two-day training...
16 views
- Feb 17
- 1 min
Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans
Among the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of...
23 views
- Feb 16
- 1 min
SECURE 2.0 PERMITS SELF-CERTIFICATION OF HARDSHIP DISTRIBUTION CONDITIONS
The SECURE 2.0 Act (enacted in late December 2022) makes a welcome change to the administration of 401(k), 403(b), and 457(b) plans by...
1,025 views
- Feb 9
- 1 min
A Valentine’s Day “KISS” for Small Retirement Plans:
Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans Among the sweeping retirement plan changes in the new Secure 2.0...
33 views
- Jan 5
- 1 min
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...
42 views
- Dec 29, 2022
- 1 min
Secure Act 2.0 2022 Means Changes for Retirement Plans
Secure Act 2.0 contains sweeping changes to retirement plan legislation.
94 views
- Nov 10, 2022
- 2 min
New IRS Revenue Procedure for 403(b) Plans
The IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.
197 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
- Oct 27, 2022
- 1 min
PBGC Proposes New Interest Rate Assumption Rule for Multiemployer Plan Withdrawal Liability
The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...
25 views
- Aug 31, 2022
- 1 min
CalSavers Extended to Employers with at Least One Eligible California Employee
Governor Newsome signed Senate BIll 1126 on August 26, 2022, regarding CalSavers.
91 views
- Aug 24, 2022
- 1 min
Some End-of-Year Deadlines for Retirement Plans Are Extended
The IRS extended some retirement plan amendment deadlines for end-of-year.
56 views
- Jun 3, 2022
- 2 min
IRS Announces Pilot Program to Allow Voluntary Correction Even After IRS Notice of Examination
The IRS just announced that it is piloting a "pre-exemption" retirement plan compliance program.
100 views
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