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  • What is Required to Improve Retirement Income Security?
    use of lifetime income in DC plans. 1. A robust annuity issuer safe harbor that would free employers from ... from fiduciary exposure for putting an annuity provider on the DC platform. 2. A requirement that a plan ...

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    • Authors: Paul Donahue
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
  • IRC Section 415 e
    limitation years beginning on or after January 1, 2000. Newly-issued IRS guidance, in the form of Notice ... failure to modify plan provisions prior to January 1, 2000 may create an unexpected expense for the sponsor ...

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    • Authors: Beverly Rose
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design