This fall, the Internal Revenue Service (IRS) released Notice 2014-66, which outlines how target date funds that include deferred annuities in their assets can be …
Continue reading “Lifetime Income Through Target Date Funds in 401(k) Plans”
On March 12, 2014, the Department of Labor (DOL) requested comments on a proposed rule change that would require service providers to provide a guide …
The Department of Labor (DOL) has published a lengthy regulatory agenda for 2013 that includes: 1. An amendment under the Abandoned Plan Program that would …