Highlighting Our Top Five Blog Posts of the Year: SECURE 2.0 Insights
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...
top of page
Services
01. Criminal Law
Property Disputes and Personal Injury
Services
01. Criminal Law
Property Disputes and Personal Injury
Search
- Dec 7, 2023
- 2 min
Mastering Year-End Preparations: Lessons from a Year of Insightful Webinars
This past year, Boutwell Fay hosted a series of webinars focusing specifically on SECURE 2.0 issues. We covered key topics that are...
13 views
- Oct 5, 2023
- 1 min
Sherrie Boutwell Speaking at the CCA Annual Meeting and the Western Benefits Conference
Boutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...
30 views
- Sep 18, 2023
- 1 min
Webinar: It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0
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...
136 views
- Aug 24, 2023
- 1 min
SECURE 2.0 Matching Contributions on Student Loan Repayments
Katrina Veldkamp's recent article for Bloomberg Law addresses the new provisions introduced by SECURE 2.0 for matching contributions for...
115 views
- Aug 3, 2023
- 2 min
IRS Provides RMD Relief for 2023
Last month, the IRS issued Notice 2023-54, providing transition relief for certain required minimum distributions (RMDs) made, or to be...
185 views
- Jul 27, 2023
- 1 min
SECURE 2.0 Long Term Part Time Employee Participation
In her recent article for Bloomberg Law, Boutwell Fay's Katrina Veldkamp covers the changes in minimum participation rules for LTPT...
163 views
- Jul 25, 2023
- 1 min
The Latest on MEPs, PEPs & DCGs (formerly GoPs)
Get updated on the latest developments in the rapidly changing world of Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), and...
39 views
- Jul 13, 2023
- 3 min
The Long-Term Part-Time Rule and 403(b) Plans: Unintended Consequences or Intentional Transformation
One of the stated objectives of the SECURE 2.0 Act of 2022 (‘the Act”) is to expand the coverage of retirement plans and to increase...
473 views
- Jun 16, 2023
- 1 min
Hot off the Press: Applying the IRS's New EPCRS Guidance in the Real World
The IRS has now issued Notice 2023-43 which provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the...
30 views
- Jun 8, 2023
- 1 min
IRS Confirms: “Insignificance” Still Matters Under EPCRS After Secure 2.0
IRS Notice 2023-43 provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the Employee Plans Resolution...
57 views
- May 30, 2023
- 1 min
Good News from the IRS (No Really!): IRS Issues Guidance on EPCRS After Secure 2.0
The IRS has now issued Notice 2023-43 which provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the...
90 views
- May 2, 2023
- 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. ...
68 views
- Apr 13, 2023
- 4 min
Lost in Translation: Applying the New EPCRS Rules under Secure 2.0
In a tight labor market, a 401(k) plan (or other tax-favored retirement plan such as a 403(b) plan) is not really viewed as optional for...
698 views
- Apr 6, 2023
- 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.
1,186 views
- Mar 28, 2023
- 1 min
SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related...
SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related Employer Attribution: Join Alison Fay...
65 views
- Mar 28, 2023
- 4 min
Expanded Coverage For Part-Time Employees Under Secure 2.0
The SECURE 2.0 Act was signed into law in December 2022, and it expands the requirement to cover long-term part-time (LTPT) workers in...
3,014 views
- Mar 16, 2023
- 2 min
Secure 2.0 – Treating Student Loans as Elective Deferrals
SECURE 2.0 was signed into law in December 2022 as part of the Consolidated Appropriations Act of 2023. Effective for plan years...
684 views
- Mar 8, 2023
- 2 min
Secure 2.0 Updates Family Attribution Rules For Aggregation of Businesses
In today’s post, we want to highlight two important ownership attribution rule changes for aggregation of businesses made by the SECURE...
1,343 views
- Feb 23, 2023
- 1 min
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...
108 views
bottom of page