Carpenter Morse Group |
Compass Retirement Consulting Group, Inc. |
Trucker Huss, A Professional Corporation |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Bates & Company |
Nicholas Pension Consultants |
Central Pension Fund of the IUOE |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Prime Pensions, Inc. |
Nova 401(k) Associates |
Retirement, LLC |
Benefit Associates, Inc. |
Retirement Plan Legal Specialist Pentegra |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Central Pension Fund of the IUOE |
United 401(k) Plans, Inc. |
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DOL Clarifies Lifetime Income Disclosure Requirement Groom Law Group ![]() [Guidance Overview] Aug. 2, 2021 "The FAQs clarify that plans can provide participants with multiple [lifetime income illustrations (LIIs)].... This clarification may be helpful for plans that want to deliver various LIIs that, for example, take future contributions or in-plan annuity options into account. However, DOL has not extended the SECURE Act's fiduciary safe harbor for LIIs to any LIIs other than those meeting the requirements of the IFR." |
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