Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Plan Installation Manager

July Business Services
(Remote / Waco TX)

July Business Services logo

Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
(Remote / Wexford PA)

Anchor 3(16) Fiduciary Solutions, LLC logo

Senior Plan Administrator

Merkley Retirement Consultants
(Remote)

Merkley Retirement Consultants logo

Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Regional Sales Consultant

The Pension Source
(AL / AR / GA / KY / MS / TN / TX)

The Pension Source logo

Census Coordinator

BPAS
(Utica NY / Hybrid)

BPAS logo

Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

Heritage Pension Advisors, Inc. logo

Defined Benefit Specialist II or III

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Plan Administrator

DWC ERISA Consultants LLC
(Remote)

DWC ERISA Consultants LLC logo

Retirement Plan Administrator

Compensation Strategies Group, Ltd.
(Remote)

Compensation Strategies Group, Ltd. logo

Omni Operator

BPAS
(Utica NY)

BPAS logo

Implementation Specialist

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

Text of DOL Advisory Opinion 2025-04A: Proposed Lifetime Income Strategy Program Meets Requirements to Be QDIA
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] Link to more items from this source
[Official Guidance]
Sept. 23, 2025

"With regard to whether investment management services, described in paragraph (e)(4)(iii) of the QDIA regulation, may incorporate lifetime income products and features in compliance with the regulation, it is the view of the Department that such investment alternatives can be QDIAs provided they satisfy the transferability requirements and other provisions of the regulation.... [T]he LIS program would not fail to be a QDIA solely because it is offered through a variable annuity contract with a GLWB component ... [It] is the view of the Department that the LIS program, if operating as [described], would satisfy the requirements to be a QDIA as described in paragraph (e) of the QDIA regulation."  MORE >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).