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July 2017 Benefits News
Boutwell Fay LLP is pleased to present the July 2017 issue of Benefits News. This edition includes Part 3 in a series about Internal...
Jul 27, 20171 min read
7
Avoiding Liability for a "Failure to Monitor" an Appointed Investment Manager Under ERISA
An ERISA fiduciary’s duty to monitor the activities of its appointed fiduciaries is an important obligation that the fiduciary must...
Jul 16, 20175 min read
368
Internal Controls Part 3: Policies and Procedures for Eligibility Determinations
This article is the third in a series about internal controls for qualified plans.Effective internal controls are ...
Jun 30, 20176 min read
22


June 2017 Benefits News
Boutwell Fay LLP is pleased to present the June issue of Benefits News. This month’s articles include Part 2 in a series about Internal...
Jun 29, 20171 min read
13
Internal Controls Part 2: Operational Compliance for Eligibility Classification - Reviewing the Plan
As noted in our prior article on the subject [see Protect Your Retirement Plan with Internal Controlsin Benefits News,January 2017],...
May 31, 20177 min read
26
To VCP or Not to VCP? That is a Plan Sponsor's Question: Part 2
In Part 1 of this article (see To VCP or Not to VCP? Part 1 in Benefits News, April 2017) we discussed the importance of correcting...
May 31, 20175 min read
152


FAQs: Retirement Plan Investigations by the U.S. Department of Labor
This month’s Building Block answers a few frequently asked questions about U.S. Department of Labor investigations of retirement plans.
May 30, 20171 min read
13


May 2017 Benefits News
Boutwell Fay LLP is pleased to present the May issue of Benefits News. This month’s newsletter includes an article addressing a plan ...
May 25, 20171 min read
4
2018 Health & Welfare Plan Annual Limits
The IRS has released 2018 inflation adjusted amounts for Health Savings Accounts (HSAs). Follow the link below for a convenient summary...
May 10, 20171 min read
6
Time to Bench Some 404a-5 Notice Benchmarks
Of late, litigation against plans and plan sponsors has focused on value. What costs are involved in running the plan,...
Apr 30, 20173 min read
107


Apr 30, 20170 min read
7


Adopting a New Pre-Approved 403(b) Document? It’s a Good Time for a Plan Compliance Review
In our previous February and March newsletters, we discussed the new “pre-approved” 403(b) document program now being rolled out by the...
Apr 30, 20173 min read
18
Addressing the Risks of Related Employer Status for Benefit Plan Purposes
One common cause of plan qualification errors involves lack of compliance with the “related employer” rules that apply to employee...
Apr 28, 20174 min read
717


April 2017 Benefits News
Boutwell Fay LLP is pleased to present the April issue of Benefits News. This month’s newsletter includes an article addressing the...
Apr 27, 20171 min read
14
Evan Giller to Speak at Employee Benefits Webinar
Evan will speak at the ABA Joint Committee on Employee Benefits webinar on November 16. The webinar, Practical Issues for Section 403(b)...
Apr 26, 20171 min read
3


March 2017 Benefits News
Boutwell Fay LLP is pleased to present the March issue of Benefits News. This month’s newsletter includes IRS guidance for...
Mar 31, 20171 min read
7
To VCP or Not to VCP? (Part 1)
Almost every tax qualified retirement plan (as well as 403(b) and 457(b) plan) will experience at least one, and likely several,...
Mar 31, 20174 min read
178
IRS’s Guidance for Substantiation of Hardship Distributions is Cold Comfort to Employers
On February 23, 2017, the IRS released a memorandum directed to its employees who conduct employee plan examinations ...
Feb 28, 20174 min read
55


IRS Explains Retroactive Corrections for 403(b) Plans
In the February edition of Benefits News, we reported on the IRS’ announcement of a remedial amendment period...
Feb 28, 20173 min read
331


February 2017 Benefits News
Boutwell Fay LLP is pleased to present the February issue of Benefits News. This month’s newsletter includes a long awaited...
Feb 28, 20171 min read
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