Mastering Year-End Preparations: Lessons from a Year of Insightful Webinars
This past year, Boutwell Fay hosted a series of webinars focusing specifically on SECURE 2.0 issues. We covered key topics that are...
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01. Criminal Law
Property Disputes and Personal Injury
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Oct 27, 20234 min read
Forfeitures Again? Why You Really Do Need to Take a Second Look at Forfeiture Compliance Now
As described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...
488 views
Oct 20, 20232 min read
IRS Extends 2023 Form 5500 Filing Deadline for California Plans
On October 16, 2023, the IRS issued IR-2023-89, which postponed the deadline to file various tax forms.
1,176 views
Aug 9, 20236 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...
904 views
Jun 16, 20231 min read
Hot off the Press: Applying the IRS's New EPCRS Guidance in the Real World
The IRS has now issued Notice 2023-43 which provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the...
35 views
Jun 15, 20231 min read
IRS Says Third-Party Substantiation Required for Cafeteria Plan Medical and Dependent Care Expense,
IRS Says Third-Party Substantiation Required for Cafeteria Plan Medical and Dependent Care Expense, Rejects Employee Self-Certification...
61 views
May 18, 20233 min read
The End of the COVID-19 National Emergency: What Plan Sponsors Need to Know
President Biden signed legislation terminating the COVID-19 National Emergency effective May 11, 2023, which ends several of the employee...
147 views
May 11, 20232 min read
Important Deadlines and Updates for Defined Benefit Plan Sponsors and Pre-Approved Plan Providers
Restatement Deadlines for Defined Benefit Plan Sponsors The IRS has provided guidance on restatement deadlines for plan sponsors of...
289 views
May 2, 20231 min read
Secure 2.0 Corrections - EPCRS/Overpayments
This webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. ...
76 views
Apr 28, 20232 min read
New Rules for Form 5500
The Department of Labor has issued new rules detailing a number of changes to Form 5500 and Form 5500-SF reporting, starting for plan...
523 views
Mar 24, 20232 min read
Whose Money is it Anyway? IRS Proposes New Regulations Governing Plan Forfeitures
On February 27, 2023, the IRS published new proposed regulations governing the timing and use of forfeitures in qualified plans (both...
231 views
Feb 17, 20231 min read
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 law are a number of important and welcome enhancements for owners of...
48 views
Feb 6, 20236 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...
317 views
Jan 20, 20231 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...
79 views
Jan 13, 20232 min read
We Missed the July 2022 Restatement Deadline – What Do We Do Now? Answer: It’s Complicated
If you missed the July 2022 restatement deadline, all is not lost – you may not even have a problem.
802 views
Dec 29, 20221 min read
Secure Act 2.0 2022 Means Changes for Retirement Plans
Secure Act 2.0 contains sweeping changes to retirement plan legislation.
97 views
Nov 30, 20222 min read
End of the Year Amendment Requirement for 457(b) Plans of Tax-Exempt Organizations
What plan sponsors of 457(b) plans need to know about SECURE Act, CARES Act, and the Miners Act affecting their end-of-the-year amendments.
694 views
Nov 21, 20222 min read
Prescription Drug Data Collection Reporting Deadline Nears
Employer-based health plans must now submit information about prescription drugs and health care spending to the DOL...
109 views
Nov 17, 20221 min read
IRS Provides RMD Relief for Certain Death Beneficiaries
The IRS recently issued a notice which provides relief for certain missed IRC section 401(a)(9) required minimum death distributions.
403 views
Nov 10, 20222 min read
New IRS Revenue Procedure for 403(b) Plans
The IRS has now issued Revenue Procedure 2022-40, affecting how plan sponsors request determination letters for a 403(b) plan.
206 views
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