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DOL Considers Application of QDIA Rules to Investment Option Providing 'Guaranteed Lifetime Withdrawal Benefit' (PDF)
Thomson Reuters / EBIA Link to more items from this source
[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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