Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
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ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.
ERISA Advisory Council Homes In on 4 QDIA Recs
The council is considering recommendations to the DOL on default decumulation options.
Department of Labor Schedules ERISA Advisory Council Meeting
The October 22 online session will focus on lifetime income and the access to claims procedures.