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  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    of retirees receiving lifetime income from an annuity are satisfied with their annuity2 About Half ... (formerly RESA) will better enable in-plan annuity placement. Lifetime Income Disclosure Act (LIDA) ...

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    • Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Session 028: Best of Both Worlds: Combining DB and DC Plans
    follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... 10% E S TI MATE D A S S ETS I N D C P L A NS R I G H T N O W 70% E S TI MATE D N E W S AV I NG ...

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    • Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
    • Date: Jan 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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