Speech outline, “Key Legislative and Tax Changes That Impact The Performance Of Your Fund,” now available (Posted on October 5, 2004 by Carol V. Calhoun)

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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

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Key Legislative and Tax Changes That Impact The Performance Of Your Fund