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Dear Customer:

Here is the Fall 2022 Issue of Retirement Plan News.

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Download Fall 2022


In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines.

Sincerely,

Ellen E. Miller
President

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Retirement Planning Summer 2019


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Retirement Planning Winter 2022


Retirement Planning Spring 2022


Retirement Planning Summer 2022