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Regulatory Update
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Deadline
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Notes
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Pension Protection Act of 2006 (PPA)
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Last day of the 2009 Plan Year
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Benefit Resources provided this amendment to all clients in December 2009. Click here to view the Amendment.
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Economic Growth Tax Relief Recovery Reconciliation Act (EGTRRA)
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April 30, 2010
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Benefit Resources provided an EGTRRA restated document to all clients.
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Heroes Earnings Assistance and Relief Tax Act of 2008 (HEART)
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Last day of the 2010 Plan Year
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Benefit Resources provided this amendment to all clients in December 2009. Click here to view the Amendment.
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Worker, Retiree, and Employer Recovery Act of 2008 (WRERA)
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Last day of the 2011 Plan Year
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Benefit Resources provided this amendment to all clients in December 2009. Click here to view the Amendment.
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Distribution Tax Notices
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For Distributions beginning 01/01/2010
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Benefit Resources provided these Special Tax Notices to all clients in December 2009. Click here to download the new Tax Notices.
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For more information on regulatory plan updates, please visit www.irs.gov, or www.dol.gov.