Featured Jobs
|
BPAS
|
|
Retirement Relationship Manager MAP Retirement
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
MAP Retirement
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
DWC - The 401(k) Experts
|
|
Sentinel Group
|
|
Pattison Pension
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
MAP Retirement
|
|
Regional Vice President, Sales MAP Retirement
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
DOL Advisory Opinion Affirms Use of Lifetime Income Option as a QDIA
American Retirement Association [ARA] 
[Guidance Overview] Sept. 23, 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). |