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...

This past year, Boutwell Fay hosted a series of webinars focusing specifically on SECURE 2.0 issues. We covered key topics that are...

Boutwell Fay's Sherrie Boutwell is presenting at the upcoming Conference of Consulting Actuaries and the Western Pension Conference later...

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...

Katrina Veldkamp's recent article for Bloomberg Law addresses the new provisions introduced by SECURE 2.0 for matching contributions for...

Last month, the IRS issued Notice 2023-54, providing transition relief for certain required minimum distributions (RMDs) made, or to be...

In her recent article for Bloomberg Law, Boutwell Fay's Katrina Veldkamp covers the changes in minimum participation rules for LTPT...

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

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...

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...

IRS Notice 2023-43 provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the Employee Plans Resolution...

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...

This webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. ...

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...

Secure 2.0 significantly changed the rules for correction and overpayments from a retirement plan.

SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related Employer Attribution: Join Alison Fay...

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...

SECURE 2.0 was signed into law in December 2022 as part of the Consolidated Appropriations Act of 2023. Effective for plan years...

In today’s post, we want to highlight two important ownership attribution rule changes for aggregation of businesses made by the SECURE...

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...