Blog

1 day ago1 min read

“50th Anniversary of ERISA” Firm Cookbook

In what is becoming our new holiday tradition, we are happy to share our “50th Anniversary of ERISA” firm cookbook with vintage recipes for

11 views

Dec 113 min read

California Regulates Use of AI by Health Plans

On September 28th, 2024, California enacted SB 1120 in an effort to balance technological innovation with the need for human judgment.

245 views

Dec 63 min read

EBSA Requests Data to Populate New Online Tool that Helps Workers Find "Lost" Retirement Savings

Many workers lose track of their retirement savings after changing jobs or due to changes in their employers.

70 views

Nov 251 min read

Happy Thanksgiving from Boutwell Fay!

Wishing you a safe and happy holiday. We are thankful for all the continued support this year from clients, partners, colleagues, and...

5 views

Nov 182 min read

2025 Cost of Living Adjustments and Limits for Retirement Plans

Individuals can contribute more to their retirement accounts in 2025, as the IRS has increased the contribution limit.

122 views

Nov 43 min read

IRS Issues New Secure 2.0 Interim Guidance re Overpayments

As we have previously posted, Secure 2.0 significantly changed the rules for correction of overpayments from qualified retirement plans (inc

303 views

Oct 282 min read

Approaching Deadline: Health Plan Gag Clause Attestation

Since 2023 , the Consolidated Appropriations Act of 2021 (aiming to increase transparency in health care) has prohibited the use of “gag...

64 views

Oct 172 min read

IRS Addresses Long-Term, Part-Time Employees in ERISA 403(b) Plans

On October 3rd, 2024, the IRS issued Notice 2024-73, addressing how ERISA 403(b) plans must treat long-term, part-time employees...

92 views

Oct 94 min read

Winners and Losers and Lessons Learned

Another year of health and welfare litigation, another year of mixed results for both plaintiffs and defendants, but lessons for all.

166 views

Oct 41 min read

Exciting Leadership Update: Katrina Veldkamp Named Partner

Boutwell Fay LLP is pleased to announce the promotion of Katrina Veldkamp to Partner, effective as of October 15, 2024. Katrina has been...

37 views

Sep 301 min read

Welcome to Boutwell Fay, Lauren Mamaghani!

We are thrilled to announce the addition of Lauren Mamaghani to our team at Boutwell Fay. Lauren brings experience in and enthusiasm for...

75 views

Sep 268 min read

Is Joining A MEP or PEP The Right Plan Move?

The SECURE Act of 2019 brought significant changes to multiple employer plans (MEPs) and introduced pooled employer plans (PEPs). These reti

302 views

Sep 201 min read

Boutwell Fay, LLP Honors Alison Fay’s Legacy as she Transitions to Partner Emeritus

Boutwell Fay LLP is honored to announce the well-deserved retirement of Alison Fay, a founding member of Boutwell Fay and a leading...

45 views

Sep 122 min read

DOL Update: Cybersecurity Guidance Applies to All ERISA Plans

EBSA Clarifies Scope of 2021 Guidance The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued a Compliance...

134 views

Sep 111 min read

Sherrie Boutwell to Speak at DC Plans: 2024 Update and Hot Topics for 2025

Please join us on Tuesday, September 24th! Sherrie Boutwell will be speaking about "DC Plans: 2024 Update and Hot Topics for 2025" at the...

14 views

Aug 292 min read

IRS Notice 2024-63: IRS Provides Clarity on Implementing Student Loan Match Contributions

The IRS recently released Notice 2024-63, answering questions regarding Section 110 of the SECURE 2.0 Act, which allows employers to...

206 views

Aug 222 min read

Approaching Deadline for Pre-Approved DB Plan Document Restatements

To maintain reliance on a pre-approved plan document, all qualified plans and 403(b) plans must be restated periodically in accordance...

303 views

Aug 191 min read

Recent ERISA Forfeiture lawsuit against Intuit gains traction

Sherrie Boutwell of Boutwell Fay was recently quoted in a Law 360 article discussing a California federal judge's decision allowing....

51 views

Aug 22 min read

Texas Federal Courts Stay Fiduciary Rule

On July 25, 2024, Judge Jeremy Kernodle of the U.S. District Court for the Eastern District of Texas temporarily blocked the US Department..

54 views

Jul 261 min read

Attention Plan Sponsors: Don't Miss the Form 5500 Deadline!

The deadline to file or extend your calendar year Form 5500 for the 2023 Annual Return/Report of Employee Benefit Plan is approaching...

31 views

Qualified and Non-Qualified Deferred Compensation Plans

Health and Welfare Plans

Plan Correction and Government Audits

Qualified and Non-Qualified Deferred Compensation Plans

Health and Welfare Plans

Plan Correction and Government Audits

Services

01. Criminal Law

Property Disputes and Personal Injury

Services

01. Criminal Law

Property Disputes and Personal Injury