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March 11, 2009

Technical Explanation of H.R. 7327


Explanation of the Worker, Retiree, and Employer Recovery Act of 2008

 as passed by the House on December 10, 2008, available at

Excerpt:  ” This document,1 prepared by the staff of the Joint Committee on Taxation, provides a technical explanation of H.R. 7327, the “Worker, Retiree, and Employer Recovery Act of 2008,” as passed by the House of Representatives on December 10, 2008. The bill makes technical corrections to the Pension Protection Act of 2006 (the “Act”),2 and provides for additional amendments to the Act, the Internal Revenue Code (the “Code”), the Employee Retirement Income Security Act of 1974 (“ERISA”), and the Age Discrimination in Employment Act of 1967 (“ADEA”).”

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.


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