Join Boutwell Fay LLP as we will walk through common Form 5500 errors, what happens if you don’t make a filing deadline and how to avoid (or, if needed, appeal) Form 5500 late filing penalties.

Navigating Benefit Plans Through Mergers and Acquisitions will provide practical knowledge and up-to-date information on legal...

In this two-hour training, instructors Sherri Boutwell, J.D., and Katrina Veldkamp, J.D., will lead attendees through these critical issues,

Howdy Pardner! Please join us for the “rootinest tootinest” EPCRS/VFCP Presentation In the wild, wild west!

March 20, 2025, 3:00 PM - 4:00 PM ET | WebinarNon-qualified deferred compensation (NQDC) plans for the school's senior leadership...

This past year, Boutwell Fay hosted a series of webinars focusing specifically on SECURE 2.0 issues. We covered key topics that are...

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...

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

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...

New guidance effectively terminates several of the employee benefit plan mandates that were implemented when the National Emergency was...

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...

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

SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related Employer Attribution: Join Alison Fay...

In today’s post, we want to highlight two important ownership attribution rule changes for aggregation of businesses made by the SECURE...

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

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...

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...

Secure Act 2.0 contains sweeping changes to retirement plan legislation.

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

Two weeks after the U.S. Supreme Court's decision to overturn Roe v. Wade, President Biden's White House today signed an executive order.