Swerdlin Events & Information on the
Pension Protection Act of 2006

On the eve of August 3rd, the U.S. Senate passed the Pension Protection Act of 2006, and President Bush signed the act on August 17th stating that is was "the most sweeping reform of American's pension laws in over 30 years." The 900-page bill that has been years in the making includes provisions that significantly impact practitioners and sponsors of qualified and non-qualified plans. To inform you, we have put together several different events and a newsflash.

1. Download a PDF summary of the Pension Protection Act of 2006 or view the summary online

2. Visit our Pension Protection Act of 2006 Q&A webpage

3. Swerdlin & Company conducted a webcast on August 10th, before the act became a law, and a live workshop on August 17th, the day the act became a law. You can download the presentation from these events. Slides from PPA 2006 Events.

4. Mini overview in our upcoming quarterly workshop:

• If you are looking for condensed version the Act, Swerdlin & Company will present a mini overview at our upcoming workshop entitled Retirement Plan Stategies. Keith Clark, author of the Defined Contribution Handbook, will focus on topics that will have you thinking "change" for your upcoming plan year. He will discuss:
  • Fees and revenues in our industry
    Emphasis on 'hidden fees'
  • Selecting an investment line-up that works
    The inside story on how most investment menus are selected
  • Communicating to participants
    Creating a strategy that is simple and customized to maximize the value of your HR dollar
• To register, visit Retirement Plan Strategies

For more information or questions regarding registration of the webcast or workshops, please email Stephanie Davis at sdavis@swerdlin.net.