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 the year draws to a close, we're reflecting on the key updates and insights that have shaped the landscape of retirement planning in...

Are you prepared for what lies ahead in 2024? Join Sherrie Boutwell and Evan Giller on September 28, 2023, from 10am - 10:30am PT, for...

In response to appeals from a broad swath of the retirement plan community, on August 25, 2023, the IRS issued Notice 2023-62, which...

On this National Non-Profit Day, we take a moment to honor the remarkable individuals who dedicate their time and expertise to the...

Get updated on the latest developments in the rapidly changing world of Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), and...

President Biden signed legislation terminating the COVID-19 National Emergency effective May 11, 2023, which ends several of the employee...

This webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. ...

Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.

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...

Among the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of...

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...

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...

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.

The IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.

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

The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...

Governor Newsome signed Senate BIll 1126 on August 26, 2022, regarding CalSavers.