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Boutwell & Fay on Navigating Through Mid-Year Changes to Safe-Harbor Plans

Sherrie Boutwell and Alison Fay spoke on May 17th as special guests on a webinar hosted by Western Pension & Benefits Council entitled “Smooth Sailing Ahead: Negotiating Your Ship through the New Rules for Mid-Year Changes to Safe Harbor 401(k) Plans”.

The webinar included an in-depth review of the recently issued IRS guidance regarding mid-year amendments to safe harbor 401(k) plans, a discussion of the updated safe-harbor notice, election opportunity requirements, when mid-year amendments are permitted and when they are prohibited, including a flow chart of some of the steps in described in the new guidance which is available via the following link:

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