gc@chimentowebb.com Posted July 25, 2023 Posted July 25, 2023 The Secure Act requires annuity illustrations each year for DC plans. There is a calculator on the DOL website for pre-Secure Act but it is worthless for Secure act Assumptions. Specifically, it shows joint and 50% assumptions, but the DOL requires Joint and 100% assumptions for the Secure Act statements. This is the out of date DOL Link: https://www.askebsa.dol.gov/lia/home?_ga=2.36006498.358269527.1690289872-1185248543.1690289872 Any ideas on where to get a free calculator that will produce the Secure Act assumptions? Thanks.
garrettwadley Posted July 26, 2023 Posted July 26, 2023 https://www.endresactuarial.com/download.html david rigby 1
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