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An Introduction to Collective Defined Contribution Plans
An Introduction to Collective Defined Contribution Plans Collective Defined Contribution ... active participants who are not yet retired to self-direct investments, but at retirement, funds are pooled ...- Authors: Mark Shemtob
- Date: Jul 2023
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Public Policy
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Lifetime Income Disclosure
Lifetime Income Disclosure The SECURE Act of 2019 requires an annual disclosure to participants ... should be considered in planning? How is long-term care planned? What are some effective tax planning approaches ...- Authors: Noel Abkemeier, Mark Shemtob
- Date: Jan 2023
- Competency: Communication
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans