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Thursday, November 20, 2008

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The Internal Revenue Service

Tax Information Retirement Plans

Table of Cost-of-Living Increases for Benefits

Check-Up for Your 401(k) Plan

Top Ten Failures Found in Voluntary Correction Program

The Securities & Exchange Commission

Investment Advisers: What You Need to Know Before Choosing One

Examinations of Select Pension Consultants

Calculating Mutual Fund Fees and Expenses

The Department of Labor

Employee Benefits Security Administration

A Look at 401(k) Fees

401(k) Plan Fees Disclosure Tool

Selecting and Monitoring Pension Consultants – Tips for Plan Fiduciaries

Meeting Your Fiduciary Responsibilities

Reporting and Disclosure Guide for Employees Benefit Plans

Links to ERISA Attorneys

Ogletree Deakins

Reish, Luftman, Reicher & Cohen

Links to Industry Organizations

Morningstar, Inc.

The Employee Benefits Research Institute

Investment Company Institute

Profit Sharing/401k Council of America

Articles

U.S. Government Accountability Office Report

November 2006- Changes Needed to Provide 401(k) Plan Participants and the Department of Labor Better Information on Fees

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ERISA-Based Class Actions Attack Fees Charged to 401(k) Plans

A good summary of the key issues addressed in the recently filed class actions lawsuits.

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DOL ISSUES DEFAULT INVESTMENT REGULATIONS

The DOL produced proposed regulations to implement provisions of the Pension Protection Act of 2006 and provide relief for fiduciaries of defined contribution plans in which participants direct their investments.

Fiduciary Focus: Non-Fiduciary Investment Consultants

Are you using phantom fiduciaries? Morningstar provides insight into this issue.

Fiduciary Investment Issues in Defined Contribution Plans

This article reviews trustee fiduciary duties relating to defined contribution (DC) plan investments, shielding trustees from fiduciary liability for poor investment performance, and controlling investment costs and fees.