GOVERNMENT AFFAIRS UPDATE

Our legal and consulting group continuously monitors and reviews legislative activity. We determine the potential impact of both proposed and enacted legislation on your plan, and recommmend the appropriate course of action. A sampling of recent issues is available below.

Qualified Retirement Plans

	New Legislation Allows In-Plan Roth Transfers, Extends Charitable Distributions from IRAs February, 2013
	IRS Publishes Pension Plan Limits for 2013 October, 2012
	New Legislation Stabilizes Pension Plan Funding, Increases PBGC Premiums July, 2012
	DOL Issues Further Guidance on Participant Fee Disclosures April, 2012
	Dept. of Labor Issues Final Sponsor Fee Disclosure Regulations February, 2012
	IRS Publishes Pension Plan Limits for 2012 October, 2011
	408(b)(2) Guide for Advisors March, 2011
	Guidance on In-Path Roth Rollovers Issued December, 2010
	Are You Ready for Your End-Of-Year Plan Testing November, 2010

Non-Qualified Deferred Compensation Plans

	New Medicare Taxes Take Effect in Calendar Year 2013 September, 2012
	IRS Postpones 409A Informational Reporting Requirements December, 2008
	Impact of Emergency Economic Stabilization Act October, 2008

Financial Services

Implications of New SSA Rule Prohibiting Disclosure of State Sourced Info on the DMF February, 2012