Is Joining A MEP or PEP The Right Plan Move?
The SECURE Act of 2019 brought significant changes to multiple employer plans (MEPs) and introduced pooled employer plans (PEPs). These reti
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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...
487 views
Feb 23, 20231 min read
Evan Giller's Article on Secure 2.0 for NBOA
After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...
108 views
Jan 5, 20231 min read
Evan Giller to present at WP&BC's New Year Tidings 403(b) Plans Webinar
Join Boutwell Fay's Evan Giller as he presents on 403(b) plans along with Robert Toth, JD, of Toth Law and Consulting on Tuesday, 17 Jan...
45 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.
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Oct 27, 20221 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...
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Mar 21, 20221 min read
Article on IRS New Proposed Requirements Features Boutwell Fay’s Evan Giller
Evan Giller interviewed in Law360's recent article on the IRS's new requirements for retirement plans.
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Mar 10, 20221 min read
Webinar: ERISA Prohibited Transactions and Exemptions
Join Boutwell Fay LLP's Sherrie Boutwell and Fox Rothschild's Jose M. Jara for a live 90-minute premium CLE video webinar with...
67 views
Mar 2, 20221 min read
U.S. Supreme Court Denies Cert. for CalSavers
The U.S. Supreme Court has made a decision regarding the state-run retirement program known as "CalSavers".
121 views
Feb 17, 20221 min read
The New Alphabet Soup of Plan Design: What Are MEPs, PEPs and DCGs and Why Should I Care?
. In this webinar, we will demystify the terminology, describe some of the key differences between types of plans that are now available, an
119 views
Feb 2, 20221 min read
Evan Giller to Co-present at NBOA
Boutwell Fay’s Evan Giller will be co-presenting on a panel titled, “What Can We Learn From Current Retirement Plan Litigation?” on...
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Jan 17, 20221 min read
CalSavers Gets Serious - Comply or Else!
CalSavers is now sending out penalty fees to those employers with 100 or more employees who have not yet registered.
106 views
Dec 12, 20211 min read
New IRS FAQs Answer COVID-Related Retirement Questions
New FAQs from IRS help answer questions about retirement
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May 24, 20211 min read
California’s Mandatory Retirement Plan Law Upheld by the Ninth Circuit
On May 6, 2021, the Ninth Circuit upheld California’s retirement plan mandate and affirmed that it is not preempted by ERISA. Under...
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