MEMORANDUM TO CLIENTS

“Re: Pension Proposals in Bush Administration Fiscal Year 2005 Budget
On February 2, the Bush Administration released its fiscal year 2005 budget proposals, including:”

significant new legislative proposals regarding cash balance plans;
a revised version of the far-reaching retirement and savings proposals contained in last year’s budget; and
proposed 30-Year Treasury replacement and other pension funding proposals.

View The Full Client Memo

View The Bush Administration Proposals for New Retirement and Tax-Free Savings Accounts