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The following links are .pdf files.
Bulletin
April 10, 2008
The Supreme Court’s Decision in LaRue v. DeWolff, Boberg
& Associates: How It Affects You, What You Should Do, and
Ruminations Regarding the Fractured Opinion
Bulletin
March 13, 2008
The DOL’s Proposed 408(b)(2) Regulation: Impact on Broker-dealers and Registered Representatives
Bulletin
February 21, 2008
How You Are Paying What You Don’t Know: A Primer on Indirect Mutual Fund Payments
Bulletin
February 4, 2008
The DOL’s Proposed 408(b)(2) Regulation: Impact of the Mandated Disclosures on Registered Investment Advisers (RIAs)
Bulletin
January 21, 2008
Investments That Qualify Under the Final QDIA Regulation
Bulletin
November 8, 2007
DOL Issues the Final QDIA Regulation
Bulletin
July 11, 2007
Brokers as Fiduciaries
Bulletin
June 26, 2007
IRS Announces Universal Availability Project: Focus on School District 403(b) Plans
Bulletin
May 7, 2007
Initial IRS Contact Letter
Section 403(b) Questionnaire
Follow Up Letter
ERISA Audit Bulletin
March 13, 2007
IRS Provides 412(i) Plan Audit Clarification
LABC Bulletin
March 5, 2007
The IRS and DOL Provide Insight Into Their Operations
Disclosure of Conflicting Revenues
Short and Long-Term Goals of Congress
QDIA Guidance is "Slipping"
Tax-Exempt and Government Plans
ERISA Audit Bulletin
February 13, 2007
Terms for Resolving 412(i) Audits
Bulletin
February 7, 2007
Pension Protection Act: DOL Interprets Participant Investment Advice Rules
Tax Alert Bulletin
February 2, 2007
State Tax Credit Partnerships: The IRS’s Opening Salvo
Automatic Enrollment Bulletin
January 23, 2007
New Developments for Automatically Enrolled Plans
Bulletin
December 4, 2006
New Relief Offered to Fiduciaries Under the Pension Protection Act of 2006
Plan Sponsors Bulletin
November 17, 2006
Deadline for Notices for Automatic Enrollment
Deadline for Notice of Fiduciary Relief for Default Investments
Bulletin
October 19, 2006
The Pension Protection Act of 2006: Investment Advice Provisions
Bulletin
October 11, 2006
Nonqualified Deferred Compensation Arrangements
ERISA Litigation Bulletin
October 6, 2006
Spate of Class Action Lawsuits Targets 401(k) Fees and Expenses
ERISA Bulletin
September 22, 2006
Fred Reish Testifies Before the DOL Advisory Council
Bulletin
September 8, 2006
401(k) Provisions of Pension Protection Act of 2006
Department of Labor Voluntary Compliance Bulletin
June 1, 2006
The DOL Updates the VFC Program: What do the Changes Mean to You?
Fiduciary Developments Bulletin
May 23, 2006
A Little Help from My Friends--In the Government
ERISA Audit Bulletin
March 2, 2006
IRS Targets 412(i) Plans
ERISA Alert Bulletin
April 11, 2005
Rousey v. Jacoway: The Supreme Court Extends Bankruptcy Protection to IRAs, or Does It?
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