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Advisors > Legal Updates

2013 Plan Limitations	(42K)

Key Provisions of The Worker, Retiree, and Employer Recovery Act of 2008	(553K)

403(b) - Relief for 2009	(510K)

Qualified Plan Distribution Rules	(541K)

HEART Act Changes Retirement Plan Rules for Military Reservists	(539K)

Proposed Participant Disclosure Rules	(530K)

ERISA Fee Disclosure – The Next Chapter	(547K)

Document Disclosures Required Under ERISA	(557K)

DOL Expending More Effort Looking for Fiduciary Breaches	(553K)

Direct Rollover of Plan Benefits to Roth IRA	(488K)

Mandatory Document Restatement Coming Soon	(513K)

DOL Clarifies Deadline for Depositing Employee Salary Deferrals	(493K)

Economic Growth & Tax Relief Reconciliation Act.	(9K)

New Rules Governing Minimum Distributions.	(9K)

Department of Labor Now States That Participant’s May be Charged for Distributions.	(14K)

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