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Issues to Consider When Changing Recordkeepers
These are a few of the primary issues to consider when changing recordkeepers: Plan Documents Many new recordkeepers insist that...
Oct 31, 2016
2 min read
Year-End Compliance Tasks
We are rapidly approaching the end of 2016, which brings with it a host of compliance āto dosā for calendar year...
Oct 31, 2016
1 min read
10 Questions to Ask Before Signing That New Service Agreement
āAttached is Our Standard Service Agreement...ā Sound familiar? If not, it may shortly ā it is widely expected that retirement plan...
Oct 31, 2016
6 min read
October 2016 Benefits News
Boutwell Fay LLP is pleased to present the October issue of Benefits News. This monthās newsletter includes the features 10 Questions to...
Oct 30, 2016
1 min read
2017 Benefit Plan Dollar Limits
The IRS has released updated dollar limits for 2017 retirement and health & welfare plans. Click the links below for a convenient ...
Oct 30, 2016
1 min read
Advanced Compliance Training for Insurance Professionals Seminar
Due to high demand, we are repeating this important presentation! Join us in Gardena on Tuesday, October 6, from 8:30 a.m. to Noon. This...
Oct 25, 2016
1 min read
Upcoming Seminars: Advance Compliance Training for Employers
Alison Fay (Boutwell Fay LLP) and Marilyn Monahan (Monahan Law Office) are teaming up again to tackle the topic of compliance training, ...
Oct 25, 2016
1 min read
Top Hat Plan Basics
Top Hat plans are deferred compensation plans designed to benefit top management. They are exempt from most of ERISAās...
Oct 21, 2016
2 min read
SB 1234 Mandates State-Sponsored Payroll Deposit Retirement Savings Arrangement
In 2012, the California legislature enacted the California Secure Choice Retirement Savings Trust Act (the "Act"), which...
Oct 15, 2016
3 min read
September 2016 Benefits News
Boutwell Fay LLP has released the September issue of Benefits News. Our newsletter includes articles about fee litigation suits against...
Oct 2, 2016
1 min read
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