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Need list of new rules applicable to 401(k) plans in 2002


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Posted

I know that 2002 will bring lots of changes to 401k Plans...does anyone know where I can find a concise listing of what those changes are? Our Plan trustee hasn't sent us anything.....

Any help is MUCH appreciated.

Posted

Here's a summary I wrote (it includes all benefit provisions of EGTRRA, not just 401(k)):

www.milliman.com/files/0101_C&M.pdf

The "c&m" is referring to this being a corporate and multiemployer version of the bulletin. There are also public and tax-exempt employer versions.

Additional updated information will be posted as it is released. Go to www.milliman.com and go to "publications", "employee benefits", "legislative information bulletins". I expect to have something on the proposed regulations for catch up provisions next week.

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