SECURE Act | Boutwell Fay 2/2

Feb 17, 20231 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...

48 views

Feb 16, 20231 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...

2,456 views

Feb 9, 20231 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...

37 views

Jan 5, 20231 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...

45 views

Dec 29, 20221 min

Secure Act 2.0 2022 Means Changes for Retirement Plans

Secure Act 2.0 contains sweeping changes to retirement plan legislation.

97 views

Nov 30, 20222 min

End of the Year Amendment Requirement for 457(b) Plans of Tax-Exempt Organizations

What plan sponsors of 457(b) plans need to know about SECURE Act, CARES Act, and the Miners Act affecting their end-of-the-year amendments.

690 views

Aug 24, 20221 min

Some End-of-Year Deadlines for Retirement Plans Are Extended

The IRS extended some retirement plan amendment deadlines for end-of-year.

62 views

Jul 28, 20221 min

Start Thinking About End of Year Amendment Deadlines

We are more than halfway through 2022, and it is time to get in touch with counsel and service providers to make sure required amendments...

99 views

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