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Archived Other Materials
2007
2006
2007 Archived Other Materials
- Memo Regarding Joint Tax Committee Report on Present Law Relating to Plan Fees, prepared by Alston & Bird (October 31, 2007) (MEMBERS ONLY)
- Present Law and Background Relating to Qualified Retirement Plan Fees, prepared by the Joint Committee on Taxation - Full Text (October 30, 2007)
- Summary of DOL Final Regulations on Default Investments (October 24, 2007) (MEMBERS ONLY)
- DOL Final QDIA Regulations - Full Text (October 24, 2007)
- DOL QDIA Fact Sheet (October 22, 2007)
- An Industry Analysis of the Fair Disclosure for Retirement Security Act (September 2007)
- 2007 SPARK Institute Retirement Industry Executive Summit Presentations (September 28, 2007) (MEMBERS ONLY)
United Kingdom Department of Works & Pensions
State of the Defined Benefit Market
SEC Participant Fund Fact Sheets
- GAO Report Re: SEC's Enforcement Division (August 2007)
- Memo Regarding Proposed 401(k) Fair Disclosure for Retirement Security Act (August 1, 2007) (MEMBERS ONLY)
- Fee Disclosure - The Retirement Plan Industry's Perspective (May 2007) (MEMBERS ONLY)
- Memo Regarding Retirement Plan Industry Rule 22c-2 Readiness Report (March 15, 2007) (MEMBERS ONLY)
- Memo Regarding Mutual Fund Performance Sales Material (February 26, 2007) (MEMBERS ONLY)
2006 Archived Other Materials
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