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Relationship Manager for Defined Contributions KP Daybright Financial
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Automotive Industries Trust Funds
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Compass
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Pentegra
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Combo Retirement Plan Administrator Strongpoint Partners
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Mergers & Acquisition Specialist Compass
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Independent Retirement
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Relationship Manager for Defined Benefit/Cash Balance Plans MM Daybright Financial
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The Pension Source
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Retirement Plan Onboarding Specialist Compass
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BPAS
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Senior Client Service Specialist EPIC RPS
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Nova 401(k) Associates
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The Rise of Lifetime Income Options
Carlton Fields
[Guidance Overview] Dec. 5, 2025 "[Advisory Opinion 2025-04A provides that] a lifetime income product could qualify as a QDIA if it satisfies the transferability requirements and other provisions of the regulation.... [T]he DOL outlines the two safe harbors available to fiduciaries when selecting annuity providers for defined contribution plans ... [If] a fiduciary complies with the requirement of one of these safe harbors in selecting (and monitoring) the insurers selected to provide lifetime income options, it will satisfy its fiduciary obligations under ERISA." MORE >> |
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