We offer these notes about pension and retirement planning to you as a resource.

RETIREMENT PLAN DEVELOPMENTS NEWSLETTER: FEBRUARY 2009

Analysis: U.S. Employers Face More Than $108 Billion Pension Funding Tab in 2009

U. S. employers will be required to contribute more than $108 billion into their defined benefit plans this year, according to one analysis. Although that's roughly $16 billion less than employers would have had to contribute without the passage of a new pension funding relief law late last year, Watson Wyatt pension experts say employers will still need additional relief.

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U.S. Labor Department Finalizes Rule On Investment Advice For 401(k) Plans And IRAs

The U.S. Department of Labor last month announced publication of a final rule to make investment advice more accessible for millions of Americans in 401(k) type plans and individual retirement accounts (IRAs). The rule includes a regulation that implements the new statutory exemption for investment advice added to the Employee Retirement Income Security Act (ERISA) by the Pension Protection Act (PPA) and a related class exemption.

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Report on 2008 Trends in 401(k) Plans

A new study was released on the 2008 State of the 401(k) update, highlighting the most significant actions taken by both employees and employers with regard to workplace savings plans last year.

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