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Downloads

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Supplemental Handouts 2007-10-16 |
Additional information provided by Matthew Hutcheson. This file includes:
A Conversation with a Fiduciary, Parts 1 and 2
Retirement Plan Disclosure - A Declaration of Ethical Principles and Legal Obligations
Uncovering and Understanding Hidden Fees in Qualified Retirement Plans |
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New IRS Regulations for 403(b) Plans |
| Presentation by Tom Blanchar, The Standard, to WP&BC San Diego on 9/18/2007 |
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