IRS Issues Supplemental SECURE Act Guidance
Though many in the industry remain focused on addressing the challenges of the pandemic, major changes to the U.S. retirement planning landscape continue to unfold, thanks to the...
Tag: lifetime income
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In the Near Future
Just a matter of time before retirement income becomes widespread, experts say.
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
A new IRS private letter ruling essentially conforms the tax treatment of properly structured advisory fees from non-qualified annuity contracts to those paid out of qualified accounts, which typically...
New Index Asks, Who Is Actually Very Confident About Retirement?
In order to boost Americans’ retirement outlook, there are a number of practical things that retirement plan advisers and sponsors can do, Jamie Ohl, president of the retirement...
BlackRock Calls for Expanding Access to Retirement Plans
One measure is to encourage MEPs by eliminating the “nexus” requirement.
IRI Issues Retirement Security Blueprint
The detailed report is aimed at expanding opportunities to save and increasing access to lifetime income products, among other efforts.
Campaign Waged to Raise Awareness of Retirement Savings
The Bipartisan Policy Center and Ric Edelman announce the launch of “Funding Our Future: A Campaign for America’s Retirement Security.”