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Lifetime Income Disclosures

Home » Lifetime Income Disclosures
 New Lifetime Income Disclosures for Retirement Plans
0
By Michael Davis
In Lifetime Income Disclosures
Posted July 27, 2022

New Lifetime Income Disclosures for Retirement Plans

This new participant disclosure must estimate the monthly income that a participant’s plan account balance could produce if paid in both a qualified joint and survivor annuity (QJSA) and a single [...]

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