Featured Jobs
|
Compass
|
|
Compass
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
|
|
Relationship Manager for Defined Benefits Daybright Financial
|
|
Retirement Plan Compliance Manager Conrad Siegel
|
|
Relationship Manager for Defined Contributions 2 Daybright Financial
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Frank Pension Consultants, Ltd.
|
Free Publications
|
|
DOL Advisory Opinion Affirms Use of Lifetime Income Option as a QDIA
American Retirement Association [ARA] 
[Guidance Overview] Sept. 24, 2025 "Investment management services may incorporate investment alternatives such as lifetime income products and features as QDIAs as long as they satisfy the QDIA regulation’s transferability requirements and other provisions, says [Advisory Opinion 2025-04A]. The DOL adds that the discussion in the QDIA regulation regarding variable annuity contracts does not preclude use of an LIS in an investment management service." 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). |