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Turning TDFs Into an Income Stream
Chao & Company, Ltd. Link to more items from this source
[Guidance Overview]
Oct. 27, 2014

"[IRS Notice 2014-66] offers the retirement industry the first set of functional guidelines and the regulatory framework to build investment solutions that begins to incorporate lifetime income to plan participants. The Notice also provides plan sponsors with the basic parameters and guidance to replace existing QDIAs with TDFs that addresses post retirement longevity and investment risks.... The application of fiduciary standards on investment managers will push these fiduciaries to adhere to the DOL safe harbor rule for selection of annuity providers. Further, this will systematically place pricing pressure on insurance companies and intermediaries so that the costs and terms of annuity will continue to improve through market competition."

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