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Brief Overview: ERISA New Default-Investment Rule (PDF)
Fiduciary Guidance CounselLink to more items from this source
Oct. 24, 2007
4 pages. Excerpt: For an employer working with a calendar-year plan or enrollment, a realistic goal would be to improve procedures and notices to get protection for default investments after January 1, 2008. Because the required notice usually must be delivered at least 30 days before the first QDIA investments (or the first day of a plan year), plan fiduciaries might want to implement improved procedures in November 2007.

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