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Sherrie Boutwell to Speak on New EPCRS Procedures
Sherrie Boutwell will be speaking on the new EPCRS procedures (See āIRS Releases New EPCRS Proceduresā on our Resources page) at the...
Jan 3, 2013
1 min read
IRS Releases New EPCRS Procedures
On December 31, 2012, the IRS released its long anticipated new procedures under its Employee Plans Compliance Resolution System ...
Jan 3, 2013
1 min read
Cafeteria Plan Compliance Alert
Please read this important notice affecting cafeteria plan sponsors. CAFETERIA PLAN COMPLIANCE ALERT Health care reform¹ limits the...
Dec 7, 2012
2 min read
Fee Disclosure ⦠Are We There Yet?
If you are a plan sponsor who has received Section 408(b)(2) disclosures from your service providers ⦠no, you are not there yet! Read...
Dec 7, 2012
1 min read
Alison Fay speaks on āInnovative Strategies for Communicating to ERISA Plan Participantsā
Alison Fay will be participating in this presentation to the Orange County Chapter of the Western Pension & Benefits Council on ...
Nov 6, 2012
1 min read
2013 Dollar Limits Announced
The IRS recently announced the 2013 cost-of-living adjustments for dollar limits for retirement plans and health and welfare plans....
Oct 31, 2012
1 min read
Sherrie Boutwell speaks at āDOL FACEOFF: A Behind the Scenes Look at DOL Investigationsā
Sherrie Boutwell will be participating in this presentation to the Orange County Chapter of NIPA on November 8. This presentation will ...
Oct 3, 2012
1 min read
Don't Let the ERISA Train Derail Your Deal
Donāt Let The ERISA Train Derail The Deal: 7 Simple Steps to Help Minimize ERISA Liabilities in an M&A Transaction Employee benefit plans...
Sep 1, 2012
17 min read
Fee Disclosure Regulations and Recent Plan Litigation
LITIGATION LESSONS LESSON #1 ĀRead and follow the plan documents, and the Investment PolicyStatement General guidelines may be better...
Aug 31, 2012
5 min read
Sherrie M. Boutwell presents on the topic of New EPCRS Procedures
Tuesday, July 17, 2012: Sherrie M. Boutwell of Boutwell Fay LLP is a presenter at the Western Benefits Conference in Seattle, ...
Jul 24, 2012
1 min read
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