Randall & Hurley, Inc.
Loren D. Stark Company
EPIC Retirement Plan Services
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|Annuity Settlements for Small Benefits|
October Three Consulting
Jan. 5, 2021
"[E]ven for plans not at the VRP headcount cap, with respect to (relatively) smaller benefits, annuity settlement may be an efficient strategy. For almost all pension plans, there exists a threshold, greater than zero, below which these settlements make sense."
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