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00 Fax: (617) 357-5250 www.erisa-lawyers.com TABLE OF CONTENTS Page I. RECENT UPDATES TO ERISA ....................................................................................................... 1 II. APPLICABILITY OF CODE SECTION 4975 TO IRA BENEEFICIARIES...................................................15 III. ISSUES WITH ANNUITIES, TARGET DATE FUNDS AND STABLE VALUE FUNDS .................................22 IV. SALES PRACTICE ISSUES.

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