Compass Retirement Consulting Group, Inc. |
Nicholas Pension Consultants |
Benefit Associates, Inc. |
United 401(k) Plans, Inc. |
Central Pension Fund of the IUOE |
Retirement Plan Legal Specialist Pentegra |
Central Pension Fund of the IUOE |
Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Bates & Company |
Prime Pensions, Inc. |
Trucker Huss, A Professional Corporation |
Carpenter Morse Group |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Nova 401(k) Associates |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
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Text of DOL Information Letter 2004-01-06: Group Annuities as 'Guaranteed Benefit Policies' Under ERISA Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] ![]() Jan. 22, 2004 Excerpt: [G]roup annuity contracts, such as those described above, that provide for reasonable rates of return (taking into account any fees and costs charged against the contract), guaranteed for fixed periods, as well as a right to convert the funds into annuities at the guaranteed annuity purchase rates set forth in the contract, would, in the absence of other guidance, appear to constitute 'guaranteed benefit policies' within the meaning of section 401(b)(2) of ERISA. |
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