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SECURE 2.0 PERMITS SELF-CERTIFICATION OF HARDSHIP DISTRIBUTION CONDITIONS
The SECURE 2.0 Act (enacted in late December 2022) makes a welcome change to the administration of 401(k), 403(b), and 457(b) plans by...
Feb 16, 2023
1 min read
A Valentineās Day āKISSā for Small Retirement Plans:
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...
Feb 9, 2023
1 min read
Evan Giller to Present at the 2023 NBOA Annual Meeting & Business Solutions Showcase
Join Evan Giller of Boutwell Fay, LLP, and Gary Mauger of New Pinnacle Consulting Group/Pentegra for their session: So, I Can Join a...
Feb 7, 2023
1 min read
Health Care Plans After Dobbs: What Employers Need to Know
HEALTH & WELFARE JOURNAL of PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLIANCE Volume 30 ⢠Number 1 ⢠Autumn 2022...
Feb 6, 2023
6 min read
Plan Sponsors: Prepare for Announced End to COVID-19 Outbreak Period
On January 30, President Biden announced that he would end the National Emergency related to the COVID-19 pandemic on May 11, 2023. This...
Feb 3, 2023
1 min read
"Southern California Super Lawyer," 2023
To view Sherrie's listing in Southern California Super Lawyers, 2023, click here.
Jan 25, 2023
1 min read
Secure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know Now
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...
Jan 20, 2023
1 min read
Sherrie Boutwell to present at the WP&BC 2023 Annual Legislative & Regulatory Update
Join Boutwell Fay's Sherrie Boutwell as she presents with JP Morgan's Dan Notto next week on Wednesday, January 25th from 3:30 PM - 7:00...
Jan 18, 2023
1 min read
We Missed the July 2022 Restatement Deadline ā What Do We Do Now? Answer: Itās Complicated
If you missed the July 2022 restatement deadline, all is not lost ā you may not even have a problem.
Jan 13, 2023
2 min read
Evan Giller to present at WP&BC's New Year Tidings 403(b) Plans Webinar
Join Boutwell Fay's Evan Giller as he presents on 403(b) plans along with Robert Toth, JD, of Toth Law and Consulting on Tuesday, 17 Jan...
Jan 5, 2023
1 min read
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