Dec 28, 20231 minHighlighting Our Top Five Blog Posts of the Year: SECURE 2.0 InsightsAs the year draws to a close, we're reflecting on the key updates and insights that have shaped the landscape of retirement planning in...
Dec 7, 20232 minMastering Year-End Preparations: Lessons from a Year of Insightful WebinarsThis past year, Boutwell Fay hosted a series of webinars focusing specifically on SECURE 2.0 issues. We covered key topics that are...
Oct 5, 20231 minSherrie Boutwell Speaking at the CCA Annual Meeting and the Western Benefits ConferenceBoutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...
Sep 18, 20231 minWebinar: It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0Are you prepared for what lies ahead in 2024? Join Sherrie Boutwell and Evan Giller on September 28, 2023, from 10am - 10:30am PT, for...
Aug 24, 20231 minSECURE 2.0 Matching Contributions on Student Loan RepaymentsKatrina Veldkamp's recent article for Bloomberg Law addresses the new provisions introduced by SECURE 2.0 for matching contributions for...