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2009 Year-End Action Items For Employee Plans


Employers should be aware of some important year-end action items relating to qualified retirement plans, non-qualified deferred and executive compensation, and health and welfare plans. Some items require immediate action with regard to notices that must be sent to participants on or before December 1, 2009. Other items include plan amendments that must be adopted on or before December 31, 2009.

See the Related Files for action items relating to qualified retirement plans, non-qualified deferred and executive compensation and health and welfare plans.

Please contact a member of the Employee Benefits and Executive Compensation practice group if you have questions or if we can assist in any way.

IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (or in any attachment or enclosure) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this communication (or in any attachment or enclosure).

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Relevant Files

Qualified Retirement Plans

Relevant Files


Relevant Files

Health and Welfare Plans

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