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Retirement Alliance's Hot Topics

Plan Limits-   Compare 2008 with 2007 and 2006.


Roth (410)k's-  Trimming your Taxes- Why the Roth 401(k) often beats conventional (401)k plans*

QDI FAQ’s 5/22/08- Qualified Default Investment Alternatives (QDIA) regulations of October 24, 2007

Final QDIA Rules

Deferral Deposit Deadline 3/14/08- Guidance on deadline for depositing elective deferrals

ACA, QACA & EACA Chart

Rollover Portability Chart

IRS Model Automatic Enrollment Notice & Default Invest Notice

 

 

 

 

 

 

Retirement Alliance Investment Videos

  • Managed Index Manager: David Kovach -Capital Management Investor Services~  video
  • Lifestyle Portfolio Manager*: Stephen Cucchiaro- Windward Investment Management~  video

 

 

*As reported by Jonathan Clements for the Wall Street Journal, September 06, 2006.

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