Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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2018 ERISA Advisory Council Issue Statement: Lifetime Income Solutions as a QDIA -- Focus on Decumulation and Rollovers (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] May 30, 2018
"The 2018 Council's objective is to focus recommendations on promoting lifetime income within DC plans through providing further guidance on an annuity selection safe harbor and modifying the Qualified Default Investment Alternative (QDIA) rule to focus on asset accumulation and decumulation issues in the context of lifetime income needs and solutions."
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