Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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IRS Notice on Lump-Sum Windows for Retirees Creates More De-Risking Opportunities
Groom Law Group [Guidance Overview] Mar. 15, 2019
"Plan sponsors should carefully consider [1] the possibility of further guidance from the IRS on retiree lump-sum windows ... [2] numerous other administrative complexities such as QDROs, how retiree medical premiums are being paid, etc.... [3] the PBGC and [DOL] implications of adding a retiree lump-sum window.... [S]ponsors should ensure that all participant communications are as clear and comprehensive as possible[.]"
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