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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Dec 7, 20232 min read
Mastering Year-End Preparations: Lessons from a Year of Insightful Webinars
This past year, Boutwell Fay hosted a series of webinars focusing specifically on SECURE 2.0 issues. We covered key topics that are...
13 views
Oct 5, 20231 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...
30 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 24, 20231 min read
SECURE 2.0 Matching Contributions on Student Loan Repayments
Katrina Veldkamp's recent article for Bloomberg Law addresses the new provisions introduced by SECURE 2.0 for matching contributions for...
115 views
Aug 3, 20232 min read
IRS Provides RMD Relief for 2023
Last month, the IRS issued Notice 2023-54, providing transition relief for certain required minimum distributions (RMDs) made, or to be...
185 views
Jul 27, 20231 min read
SECURE 2.0 Long Term Part Time Employee Participation
In her recent article for Bloomberg Law, Boutwell Fay's Katrina Veldkamp covers the changes in minimum participation rules for LTPT...
165 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
Jul 13, 20233 min read
The Long-Term Part-Time Rule and 403(b) Plans: Unintended Consequences or Intentional Transformation
One of the stated objectives of the SECURE 2.0 Act of 2022 (‘the Act”) is to expand the coverage of retirement plans and to increase...
493 views
Jun 16, 20231 min read
Hot off the Press: Applying the IRS's New EPCRS Guidance in the Real World
The IRS has now issued Notice 2023-43 which provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the...
35 views
Jun 8, 20231 min read
IRS Confirms: “Insignificance” Still Matters Under EPCRS After Secure 2.0
IRS Notice 2023-43 provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the Employee Plans Resolution...
58 views
May 30, 20231 min read
Good News from the IRS (No Really!): IRS Issues Guidance on EPCRS After Secure 2.0
The IRS has now issued Notice 2023-43 which provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the...
92 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 13, 20234 min read
Lost in Translation: Applying the New EPCRS Rules under Secure 2.0
In a tight labor market, a 401(k) plan (or other tax-favored retirement plan such as a 403(b) plan) is not really viewed as optional for...
698 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.
1,225 views
Mar 28, 20231 min read
SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related...
SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related Employer Attribution: Join Alison Fay...
67 views
Mar 28, 20234 min read
Expanded Coverage For Part-Time Employees Under Secure 2.0
The SECURE 2.0 Act was signed into law in December 2022, and it expands the requirement to cover long-term part-time (LTPT) workers in...
3,022 views
Mar 16, 20232 min read
Secure 2.0 – Treating Student Loans as Elective Deferrals
SECURE 2.0 was signed into law in December 2022 as part of the Consolidated Appropriations Act of 2023. Effective for plan years...
689 views
Mar 8, 20232 min read
Secure 2.0 Updates Family Attribution Rules For Aggregation of Businesses
In today’s post, we want to highlight two important ownership attribution rule changes for aggregation of businesses made by the SECURE...
1,392 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
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