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Department of Labor Voluntary Fiduciary Correction Program Updates
On Tuesday, January 14th, the Employee Benefits Security Administration (EBSA) issued final rules for the Voluntary Fiduciary Correction Pro
5 days ago
2 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...
Oct 27, 2023
4 min read
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 States’ Challenge to DOL’s ESG Investing Rule
Environmental, social, and governance (ESG) considerations in plan fiduciaries’ decision-making processes have been the center of...
Sep 28, 2023
2 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. ...
May 2, 2023
1 min read
Seventh Circuit Court of Appeals Writes the Next Chapter in Hughes v. Northwestern University
The lawsuit against Northwestern University (Hughes v. Northwestern University) claiming that it breached its fiduciary duties with...
Apr 20, 2023
4 min read
Secure 2.0 Makes Big Changes to Recoupment of Overpayments
Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.
Apr 6, 2023
3 min read
Nothing is Certain Except Death and Taxes
In this webinar, Sherrie Boutwell and Evan Giller cover: - Basic concepts - Who to pay? - Common mistakes and pitfalls - Case studies...
Oct 27, 2022
1 min read
Court Rejects Recordkeeper’s Attempt to Dodge DOL Cybersecurity Subpoena
The United State Court of Appeals found Alight's argument that the DOL subpoena was unenforceable as "Not persuasive".
Aug 18, 2022
1 min read
DOL Weighs In On Permitting 401(k) Plans Investing In Cryptocurrencies
The DOL has issued a release that outlines where they stand on the subject of 401(k) plans investing in Cryptocurrencies.
May 13, 2022
2 min read
Hughes 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...
Jul 8, 2021
1 min read
Is 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...
May 18, 2021
1 min read
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