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DCIIA Testimony Before the ERISA Advisory Council: Lifetime Income Solutions as a QDIA -- Focus on Decumulation and Rollovers (PDF)
Defined Contribution Institutional Investment Association [DCIIA]
[Opinion] June 20, 2018
24 pages. "Those in QDIAs near retirement are more likely to have shorter tenures, lower balances and potentially lower salaries ... The idea of long-tenured participants retiring and utilizing the LTI features in a QDIA may be less common than initially anticipated. As LTI solutions continue to develop, it is important to consider these demographics when assessing their effectiveness."
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