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SECURE Act Update: Implementing FAQs for Lifetime Income Illustrations (PDF)
Patterson Belknap Webb & Tyler LLP 
[Guidance Overview] Sept. 14, 2021 "FAQs [issued by the DOL on July 26, 2021] provide some additional detail on the earliest statement on which the lifetime income illustrations are required content ... The FAQs also indicate that the DOL intends to adopt a final rule as soon as possible and will consider plan administrators' concerns about needing sufficient transition time to accommodate any changes that materially differ from the IFR." MORE >> |
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