retirement plans | Boutwell Fay

Dec 63 min read

EBSA Requests Data to Populate New Online Tool that Helps Workers Find "Lost" Retirement Savings

Many workers lose track of their retirement savings after changing jobs or due to changes in their employers.

70 views

Sep 268 min read

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

302 views

Dec 28, 20231 min read

Highlighting Our Top Five Blog Posts of the Year: SECURE 2.0 Insights

As the year draws to a close, we're reflecting on the key updates and insights that have shaped the landscape of retirement planning in...

138 views

Sep 18, 20231 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...

141 views

Aug 31, 20232 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...

47 views

Aug 17, 20231 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...

29 views

Jul 25, 20231 min read

The Latest on MEPs, PEPs & DCGs (formerly GoPs)

Get updated on the latest developments in the rapidly changing world of Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), and...

45 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 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 6, 20233 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.

1,239 views

Mar 2, 20231 min read

Sherrie Boutwell Teaching at IFEBP's Navigating Benefit Plans Through Mergers and Acquisitions

Join Sherrie Boutwell and her co-instructor, Ilene H. Ferenczy, on March 15th & 16th, 2023 1:00 p.m.-4:00 p.m. ET for a two-day training...

24 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 16, 20231 min read

SECURE 2.0 PERMITS SELF-CERTIFICATION OF HARDSHIP DISTRIBUTION CONDITIONS

The SECURE 2.0 Act (enacted in late December 2022) makes a welcome change to the administration of 401(k), 403(b), and 457(b) plans by...

2,507 views

Feb 9, 20231 min read

A Valentine’s Day “KISS” for Small Retirement Plans:

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...

37 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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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.

207 views

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...

18 views

Oct 27, 20221 min read

PBGC Proposes New Interest Rate Assumption Rule for Multiemployer Plan Withdrawal Liability

The Pension Benefit Guaranty Corporation (PBGC), on October 14, 2022, unveiled a proposed rule to provide a range of interest rate...

27 views

Aug 31, 20221 min read

CalSavers Extended to Employers with at Least One Eligible California Employee

Governor Newsome signed Senate BIll 1126 on August 26, 2022, regarding CalSavers.

95 views

Qualified and Non-Qualified Deferred Compensation Plans

Health and Welfare Plans

Plan Correction and Government Audits

Qualified and Non-Qualified Deferred Compensation Plans

Health and Welfare Plans

Plan Correction and Government Audits

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