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Sherrie Boutwell Speaking at the CCA Annual Meeting and the Western Benefits Conference
Boutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...
Oct 5, 2023
1 min read
Federal Court Rejects Statesā Challenge to DOLās ESG Investing Rule
Environmental, social, and governance (ESG) considerations in plan fiduciariesā decision-making processes have been the center of...
Sep 28, 2023
2 min read
UnitedHealthcare Fined $80,000 for HIPAA Access Violation
One of the nationās leading health insurance companies, United Healthcare Insurance Company (āUHICā), was recently fined $80,000 for...
Sep 21, 2023
1 min read
Webinar: It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0
Are you prepared for what lies ahead in 2024? Join Sherrie Boutwell and Evan Giller on September 28, 2023, from 10am - 10:30am PT, for...
Sep 18, 2023
1 min read
Deciphering the Newly Proposed Mental Health Parity Guidance ā
H.R. and Benefits Managers May Need a "Mental Health Day" On August 3, 2023, the tri-agencies in charge of enforcing the Mental Health...
Sep 7, 2023
1 min read
The IRS Issues a Reprieve: Roth Catch-up Contributions Deadline Delayed After 2025
In response to appeals from a broad swath of the retirement plan community, on August 25, 2023, the IRS issued Notice 2023-62, which...
Aug 31, 2023
2 min read
SECURE 2.0 Matching Contributions on Student Loan Repayments
Katrina Veldkamp's recent article for Bloomberg Law addresses the new provisions introduced by SECURE 2.0 for matching contributions for...
Aug 24, 2023
1 min read
Celebrating National Non-Profit Day
On this National Non-Profit Day, we take a moment to honor the remarkable individuals who dedicate their time and expertise to the...
Aug 17, 2023
1 min read
COBRA Continuation Coverage in Mergers and Acquisitions
HEALTH & WELFARE JOURNAL OF PENSION BENEFITS ISSUES IN ADMINISTRATION, DESIGN, FUNDING, AND COMPLIANCE Volume 30 ⢠Number 3 ⢠Spring 2023...
Aug 9, 2023
6 min read
IRS Provides RMD Relief for 2023
Last month, the IRS issued Notice 2023-54, providing transition relief for certain required minimum distributions (RMDs) made, or to be...
Aug 3, 2023
2 min read
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