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Prior Newsletters (PDFs)

September/October 2010 - Focus On Target Date Funds

July/August 2010 - HEART Act Clarifications

May/June 2010 - Deadline For Depositing Deferrals

March/April 2010 - An Introduction To Controlled Groups

January/February 2010 - Preview Of Changes For 2010

November/December 2009 - Restatement And Amendment Guidelines

September/October 2009 - Ending a Nonelective Safe Harbor Contribution

July/August 2009 - Final Automatic Enrollment Regulations: QACA

May/June 2009 - Supreme Court Rules in Divorced Beneficiary Case

March/April 2009 - Interim Valuation of a Balance Forward Plan

January/February 2009 - Qualified Retirement Plan Protection from Creditors

November/December 2008 - Safe Harbor 401(k) Plan Options for 2009

September/October 2008 - Post-severance Compensation Revisited