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Plan Sponsor Hot Topics

Hot Topics

Click on any of the links below for more detailed information about key areas of interest to retirement Plan Sponsors.

Plan Limits                     Compare 2011 with prior years

Roth 401(k) QDIA          Qualified Default Investment Alternatives (QDIA) regulations

Final QDIA Rules

Deferral Deposit             Guidance on deadline for depositing elective deferrals

Automatic Plan Design Features 

Rollover Portability Chart

IRS Model Automatic Enrollment Notice & Default Invest Notice

Resource Centers

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