Mar 82 minSecure 2.0 Updates Family Attribution Rules For Aggregation of BusinessesIn today’s post, we want to highlight two important ownership attribution rule changes for aggregation of businesses made by the SECURE...
Feb 171 minKeeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE PlansAmong the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of...
Feb 91 minA 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...
Jan 201 minSecure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know NowOn December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...
Dec 29, 20221 minSecure Act 2.0 2022 Means Changes for Retirement PlansSecure Act 2.0 contains sweeping changes to retirement plan legislation.
Oct 27, 20221 minNothing is Certain Except Death and TaxesIn this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...
Jul 8, 20221 minBiden Signs Executive Order Following DobbsTwo weeks after the U.S. Supreme Court's decision to overturn Roe v. Wade, President Biden's White House today signed an executive order.
Mar 10, 20221 minWebinar: ERISA Prohibited Transactions and ExemptionsJoin Boutwell Fay LLP's Sherrie Boutwell and Fox Rothschild's Jose M. Jara for a live 90-minute premium CLE video webinar with...
Feb 17, 20221 minThe New Alphabet Soup of Plan Design: What Are MEPs, PEPs and DCGs and Why Should I Care?. In this webinar, we will demystify the terminology, describe some of the key differences between types of plans that are now available, an
Dec 17, 20211 minAsk a Benefits Lawyer (Part I)Boutwell Fay's attorney answer tough employee benefit and ERISA questions in this webinar.
Dec 17, 20211 minGet Ready for 2022: Year-End Checklist for Benefit PlansIn this webinar you'll learn everything you need to know to get your benefit plan ready for 2022.
Nov 11, 20211 minWebinar: Get Ready for 2022: Year-End Checklist for Benefit PlansFree webinar helping you get ready for the new year changes to benefit plans.