Disclosures

Disclosure Commentaries

Date	Subject	Title
01/31/12	PPA	QDIA Regulations
10/20/11	TR 2011-03	Electronic Disclosure Guidance
08/23/11	DOL RFI	Electronic Disclosure Rules
08/05/11	DOL Regs.	Fee Disclosure Deadline Extension
06/17/11	Supreme Court	Cigna v. Amara Court Case
04/29/11	QDIA Notice	QDIA Notice Proposed Rules
02/15/11	DOL Regs.	Participant Disclosure Regs. — Part 3
02/15/11	Fees	408(b)(2) Deadline Extended
01/25/11	Investments	Target Date Fund Guidance
01/25/11	DOL Regs.	Participant Disclosure Regs. — Part 2
11/12/10	DOL Regs.	Participant Disclosure Regs. — Part 1
10/01/10	Fees	408(b)(2) Compensation Definition
09/16/10	Fees	408(b)(2) PT Exemption
07/23/10	Fees	408(b)(2) Fee Disclosure Final Rules
03/19/10	Blackout Notice	Blackout Notice Rules
12/04/09	404(c)	Summary Prospectus
11/20/09	QDIA Notice	QDIA Notice Rules
10/09/09	IRS Guidance	402(f) Model Notice
04/24/09	Loans	Loan Disclosure Requirements
02/27/09	DB Notice	Annual Notice Requirements
03/11/09	Fee Disclosure	Hecker v. Deere Court Case
02/05/09	Civil Penalty	DOL Civil Penalty, Disclosure Failure
06/12/08	DOL Issues	DOL Issues
05/22/08	FAB 2008-03	QDIA FAQs
11/16/07	Guidance Recap	Statement Guidance Recap
11/16/07	QDIA Notice	QDIA Notice FAQs
10/26/07	Statements	Benefit Statement Guidance, FAB 2007-3
01/19/07	IRS Guidance	IRS Distribution Guidance 2007-7
05/11/06	Disclosure Finalized	Relative Values Disclosure Finalized
12/29/06	Statement Guidance	DOL Benefit Statement Guidance FAB 2006-3
12/15/06	Divestiture ER Stock	IRS Divestiture Guidance N. 2006-107
10/06/06	Divestiture ER Stock	PPA - Employer Stock Divestiture
09/14/06	Disclosures and Notices	PPA - Disclosures & Notices
05/25/06	No Stmt	0% Vested Terminated - No Stmt PrePPA
07/09/04	Disclosure Delayed	Optional Forms of Payment Disclosure
07/08/05	Disclosure	Circular 230 - New Disclosure Language
09/25/03	Profiles & 404(c)	DOL Advisory Mutual Fund Profiles Satisfy 404(c)
04/09/03	Final Regs.	204(h) Final Regulations

Disclosures FAQs

Date	Subject
08/07/09	Safe Harbor Notice — Failure to Provide
06/12/08	What is a blackout period?
07/13/07	Statement, Vesting On Each Quarter?
06/05/03	Blackout Question, Limited Investment Change Window

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