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| Legislative Updates |
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Keep up-to-date on the latest benefit, regulatory, and legislative changes that may affect your retirement plan.
| December 31, 2007 |
A Time Table for the Pension Protection Act
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| December 31, 2007 |
Respecting Fee Disclosure
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| December 31, 2007 |
IRS Establishes Limited Correction Program under 409A
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| November 31, 2007 |
Proposed Regulations for Automatic Contribution Arrangements
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| October 31, 2007 |
DOL Issues Final Regulations on Qualified Default Investment Alternatives
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| October 31, 2007 |
409A Compliance Deadline Extension Broadened
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| September 28, 2007 |
New IRS Regulations to Impact Non-Qualified Plans
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| September 28, 2007 |
409A Document Compliance Deadline Extended
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| August 30, 2007 |
Mandatory Fee Disclosure Legislation Introduced
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| May 31, 2007 |
Summary of Final 409A Regulations
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| May 31, 2007 |
Final QDIA Regulations Delayed Again
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| April 30, 2007 |
Final 409A Regulations Released
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| March 30, 2007 |
Mutual Fund Settlement Distributions Require Attention, Guidance
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| January 31, 2007 |
IRS Notice Clarifies Some PPA Provisions
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| January 19, 2007 |
Account Theft Offers Reminder for Safeguarding Information
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| December 22, 2006 |
DOL Provides Guidance on Diversification Notice Requirement
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| December 13, 2006 |
NYLIM Releases Pension Protection Act Resource Guide
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| October 13, 2006 |
409A Amendment Deadline Extended |
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| August 25, 2006 |
Applicable Rules in Leave Situations |
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| August 8, 2006 |
Congress Passes Pension Protection Act of 2006 |
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| March 31, 2006 |
IRS Issues New Guidance Regarding Part-Time Employee Exclusions |
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| February 9, 2006 |
IRS Releases Proposed Regulations on Roth 401(k) Distributions |
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| January 9, 2006 |
IRS Releases Final Regulations Regarding Roth Contributions |
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| January 3, 2006 |
Reminder: Two Hardship Withdrawals Added in 2006 |
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| October 26, 2005 |
Proposed 409A Regulations Released |
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| October 26, 2005 |
Cost of Living Adjustments for 2006 |
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