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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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...
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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...
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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...
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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...
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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...
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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. ...
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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.
1,225 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...
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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...
2,491 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...
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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.
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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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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...
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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.
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Aug 24, 20221 min read
Some End-of-Year Deadlines for Retirement Plans Are Extended
The IRS extended some retirement plan amendment deadlines for end-of-year.
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