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| 1. |
Lifetime Income Risk Joint Task Force, American Academy of Actuaries
Aug. 21, 2016
"[N]ew DC plan safe harbors that focus on the ability to deliver lifetime income to retirees from DC plans should ... be considered. Safe harbors could include guidance on insurer and product selection, withdrawal program structures, allowable education approaches, and facilitated use of annuities purchased through a rollover IRA when a participant terminates from a DC plan."
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| 2. |
Lifetime Income Risk Joint Task Force, American Academy of Actuaries
July 20, 2015
"[An] adviser should be required to advise on a broad range of decumulation strategies and products when providing any advice to individuals as may be relevant to [their] goals, requirements, and current circumstances. This requirement to discuss a broad range of options should exist regardless of the adviser's ability or inability (through licensing or other limitations) to provide any specific strategy or sell any specific product."
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| 3. |
Lifetime Income Risk Joint Task Force, American Academy of Actuaries
June 20, 2013
"Many steps can be taken that are noncontroversial, incur minimal costs or do not place mandates on retirement plan sponsors, but can provide significant retirement benefits to workers and their families. Possible approaches include: Emphasize Financial Literacy and Education for Prospective Retirees ... Refocus Plan Design on Lifetime Income Needs ... Implement Federal Retirement Policies to Support Lifetime Income Needs[.]"
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