Monthly Archives: September 2020

DOL issues lifetime income illustration regulations

The Department of Labor (DOL) released regulations that require retirement plan sponsors to attach on participants’ account statements an estimate of how much monthly income their accrued account balance would produce when they’re retired. Two-lifetime income illustrations would be required … Continue reading

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Pooled Employer Plans For Plan Providers

My latest article for JDSupra.com can be found here.

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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