Nicholas Pension Consultants
Nova 401(k) Associates
Compensation Strategies Group, Ltd.
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|Lifetime Income Disclosures by Small Plans -- What's a Small TPA to Do?|
BenefitsLink Message Boards
July 30, 2021
"Our company is small and deals with small plans. Are there other TPAs out there that have non-participant directed funds that need the new lifetime income disclosure coming up in September? We also have fiscal plan year ends, and I have several 9/30 plans. What type of solution have you found for this or are you already using a product that will produce this disclosure?"
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