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DOL Considers Application of QDIA Rules to Investment Option Providing 'Guaranteed Lifetime Withdrawal Benefit' (PDF)
Thomson Reuters / EBIA 
[Guidance Overview] Oct. 24, 2025 "A related news release touts the advisory opinion as a step in implementing the recent executive order on alternative assets in 401(k) plans. While this guidance may reassure plan fiduciaries considering this specific program as a QDIA, ... whether a fiduciary has satisfied its ERISA obligations in selecting a particular investment option to be a QDIA depends on the facts and circumstances." MORE >> |
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