Oct 27, 20234 min readForfeitures Again? Why You Really Do Need to Take a Second Look at Forfeiture Compliance NowAs described in our post earlier this year, the Department of the Treasury issued proposed regulations on the use of forfeitures by...
Oct 5, 20231 min readSherrie Boutwell Speaking at the CCA Annual Meeting and the Western Benefits ConferenceBoutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...
Sep 28, 20232 min readFederal Court Rejects States’ Challenge to DOL’s ESG Investing RuleEnvironmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...
May 2, 20231 min readSecure 2.0 Corrections - EPCRS/OverpaymentsThis webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. ...
Apr 20, 20234 min readSeventh Circuit Court of Appeals Writes the Next Chapter in Hughes v. Northwestern UniversityThe lawsuit against Northwestern University (Hughes v. Northwestern University) claiming that it breached its fiduciary duties with...
Apr 6, 20233 min readSecure 2.0 Makes Big Changes to Recoupment of Overpayments Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.
Oct 27, 20221 min readNothing is Certain Except Death and TaxesIn this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...
Aug 18, 20221 min readCourt Rejects Recordkeeper’s Attempt to Dodge DOL Cybersecurity SubpoenaThe United State Court of Appeals found Alight's argument that the DOL subpoena was unenforceable as "Not persuasive".
May 13, 20222 min readDOL Weighs In On Permitting 401(k) Plans Investing In CryptocurrenciesThe DOL has issued a release that outlines where they stand on the subject of 401(k) plans investing in Cryptocurrencies.
Jul 8, 20211 min readHughes v. Northwestern On July 2, 2021, the U.S. Supreme Court agreed to hear the appeal in the case of Hughes v. Northwestern University. This case is one of...
May 17, 20211 min readIs Your Plan Cybersecure Right Now?Not a day goes by without another news story about a cybersecurity incident compromising the data of a few million people. Although no...