Speech outline, “Key Legislative and Tax Changes That Impact The Performance Of Your Fund,” now available

You can click here to see a copy of the outline for the presentation, given at the 12th Annual Guns & Hoses, the Annual Reunion of the Nation’s Police & Fire Pension Fund Leaders and Their Advisors, on October 5, 2004.

Topics covered:

• Dealing with mandatory rollovers of involuntary cash-outs;
• Effect of minimum distribution rules on investments;
• Effect of inclusion of a governmental section 457(b) plan in a group trust on the group trust’s tax exemption;
• Plans run by labor unions; and
• Deemed IRAs