Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Deferred Annuities in Target Date Funds Approved by IRS, DOL
October Three Consulting Nov. 4, 2014 "The annuity investment depends on the annuity carrier's long-term solvency, so there is, in effect, a long-term tail to the fiduciary risk with respect to the selection of an annuity carrier. If the carrier goes insolvent 20 years in the future, the plan fiduciary may conceivably be held liable.... The second issue, which has gotten very little attention, is that inside-the-plan annuities, like the ones used in the TDF annuity program considered in the Notice, must use unisex annuity tables. Outside-the-plan annuities use [gender-based] tables." |
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