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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 crucial for understanding these complex regulations. Now is the time to review what our expert attorneys covered and prepare for 2024!*

What SECURE 2.0 changes will be taking effect in 2024? In this webinar, we cover what you need to know to prepare and also stay on top of retirement plan deadlines and year-end requirements for health and welfare plans.

Errors can occur in even the most well-designed retirement plans. Our experts discussed the SECURE 2.0 correction processes and managing overpayments.

One aspect of SECURE 2.0 focuses on long-term part-time employees and their eligibility for retirement plans. This webinar focuses on how to navigate these changes and make informed decisions when addressing part-time employee benefits. The issue of student loans and employer contributions was also a hot topic addressed in this webinar. Please note – the IRS recently issued guidance on Long Term Part-Time Employees under SECURE 2.0. This webinar was recorded prior to that guidance being issued. Please stay tuned for more on this topic.

SECURE 2.0 extends its reach to IRAs, SEPs, and SIMPLE plans. Our experts delved into this legislation, helping you understand how to maintain simplicity while ensuring compliance.

SECURE 2.0 is set to bring significant changes for 401(k) and 403(b) plans in 2024. Our webinar explained the key provisions and how they'll affect plan sponsors and participants and is a general overview of what changes came with SECURE 2.0.

As you prepare for the year-end, don't hesitate to reach out to our team with any questions you have on any of these or related topics at

*Note – these webinars were current as of the dates they were recorded but there may be subsequent guidance/development that affects the guidance that is not reflected in those webinars.


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