Browsing Tag
lifetime income illustration
6 posts
Wash, Rinse, Repeat
Jack Towarnicky is confident economic analysis of DC plan mandated disclosures will confirm that costs dramatically exceed the benefits
Lifetime Income Illustrations, Bill Sharpe and Immediate Annuities Explained in New e-Guide
Michelle Richter-Gordon and Mark Chamberlain’s ARC launch educational website in advance of Q2 2023 statements being sent to DC plan participants
DOL’s Lifetime Income Illustration Flaws Will Back Sponsors into a Corner
By mandating Illustrations that don’t provide a proper estimate of future retirement income, James Kavanagh argues the DOL has created a dilemma for plan sponsors
The Problems With Lifetime Income Disclosures
A voluntary estimate of lifetime income based on accumulated savings has merit, but …
Year-End 401(k) Plan Compliance Checklist
Deadlines and regulatory changes to make sure plan sponsors are ready for before 2022 rolls around
Clock About to Start Ticking on Lifetime Income Illustrations
Twenty-five days. That’s how long until the Department of Labor’s Interim Final Rule pertaining to the new lifetime…