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2009 Presentation Materials

Lawyers and Administrators Meeting
Please click on a file name below to view the material:

Download file IRS 2008 cumulative List of Changes in Plan Qualification Requirements Notice 2008-18
Download file IRS Revenue Procedure 2008 - 67, An Extension of Amortization Period
Download file IRS Form 5500 instructions
Download file IRS Schedule R Form 5500
View file EBSA News Release Regarding Field Assistance Bulletin on New Annual Funding Notice Requirements
Download file EBSA Field Assistance Bulleting 2009-01 on New Annual Funding Notice Requirements
Download file Statement of Employee Benefits Security Administration "Duties of Fiduciaries in Light of Recent Events Regarding Bernard L. Madoff Investment Securities LLC"
View file DOL Civil Penalties under ERISA 502 (C)(4)
View file DOL Interpretive Bulletin Relating to Investing in Economically Targeted Investments
View file DOL Interpretive Bulletin Relating to Exercise of Shareholder Rights
Download file Advisory Council on Employee Welfare and Pension Benefit Plans Report on Hard to Value Assets and Target Date Funds
Download file NCCMP Comments to DOL on Labor Organization Annual Financial Reports
Download file NCCMP Comments to DOL on Definition of "Plan Assets"
Download file JCT Technical Explanation of JR 7327, Worker, Retiree, and Employer Recovery Act of 2008 as Passed by House Dec. 10, 2008
View file Administration is Open to Taxing Health Benefits

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