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DOL Approves Lifetime Income Product as a Default Investment Option in ERISA 401(k) Plans (PDF)
Willkie Farr & Gallagher LLP 
[Guidance Overview] Oct. 23, 2025 "[Advisory Opinion 2025-04A] applies only to the facts set forth therein and to the party to whom the AO was addressed. However, it is significant in that it resolves the uncertainty in the QDIA rules regarding whether this type of managed account could be a QDIA." MORE >> |
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