Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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DOL Advisory Opinion on Whether Assets Held in TIAA-CREF 'Traditional Annuity' Are Plan Assets
ERISA Lawyer Blog [Guidance Overview] Mar. 10, 2010 "After examining the Traditional Annuity, the ERISA regulations and Form 5500 Instructions, the Advisory Opinion concluded that the Traditional Annuity is not a fully allocated contract within the meaning of 29 C.F.R. section 2520.104-44(b)(2). This obtains because upon payment of each contribution or 'premium' to the Traditional Annuity, TIAA-CREF does not unconditionally guarantee to provide a retirement benefit of a certain amount, or a 'specific dollar benefit'." |
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