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David Kaleda, an ERISA expert, reflects on the year that was for plan fiduciaries.
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.
IRS Reminds Retirees to Take RMDs Before Year-End
Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.