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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, 2017
3 min read
2018 Health & Welfare Plan Annual Limits
Apr 30, 2017
0 min read
RULES FOR IDENTIFYING CONTROLLED GROUPS OF TAX-EXEMPT ORGANIZATIONS
Correctly identifying the āemployerā is critical for many of the provisions applicable to 403(b) and qualified retirement plans. In ...
Apr 30, 2017
2 min read
Adopting a New Pre-Approved 403(b) Document? Itās a Good Time for a Plan Compliance Review
In our previous February and March newsletters, we discussed the new āpre-approvedā 403(b) document program now being rolled out by the...
Apr 30, 2017
3 min read
Addressing the Risks of Related Employer Status for Benefit Plan Purposes
One common cause of plan qualification errors involves lack of compliance with the ārelated employerā rules that apply to employee...
Apr 28, 2017
4 min read
April 2017 Benefits News
Boutwell Fay LLP is pleased to present the April issue of Benefits News. This monthās newsletter includes an article addressing the...
Apr 27, 2017
1 min read
RULES FOR IDENTIFYING CONTROLLED GROUPS OFTAX-EXEMPT ORGANIZATIONS
Correctly identifying the āemployerā is critical for many of the provisions applicable to 403(b) and qualified retirement plans. In ...
Apr 27, 2017
2 min read
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, 2017
1 min read
March 2017 Benefits News
Boutwell Fay LLP is pleased to present the March issue of Benefits News. This monthās newsletter includes IRS guidance for...
Mar 31, 2017
1 min read
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, 2017
4 min read
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