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IRS Takes Step Towards De-Risking Retiree Lump Sum Windows
Benefits BCLP 
[Guidance Overview] Mar. 21, 2019 "Plan Sponsors should tread carefully, being sure to consider whether the particular facts connected with a proposed window would create concerns under other qualified plan rules such as nondiscrimination requirements under the Code. In addition, plan sponsors should be aware that this guidance from the IRS will not prevent the DOL from pursuing any perceived violations of fiduciary duty with respect to the implementation of such an offering." MORE >> |
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