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Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra
JD Supra· 2 weeks agoThe US Internal Revenue Service (IRS) recently issued final regulations concerning “minimum present value requirements” for tax-qualified defined benefit plans (DB plans).
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 2 weeks agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually ...
DOL Fiduciary Rule 2024: What It Means for Investors
Morningstar· 2 weeks agoThis week, the Department of Labor published the Retirement Security Rule. The rule redefines who qualifies as a fiduciary under the Employee Retirement ...
How Can I Reduce the Amount of My RMD Payments?
SmartAsset via AOL· 5 days agoIn the year that a required minimum distribution (RMD) is due from a 401(k), IRA or other pre-tax retirement account, you’re required to withdraw a...
What is pension drawdown?
The Telegraph via Yahoo Finance· 16 hours agoAccessing your pension pot is a big moment after years of making contributions, but the way you withdraw your hard-earned retirement savings can have a...
Judge rejects Duke University's request to dismiss pension lawsuit
Pensions & Investments· 2 weeks agoA federal judge in Durham, N.C., has rebuffed a request by Duke University to dismiss a lawsuit by a defined benefit plan retiree, Joy G. Franklin, who claimed the university is shortchanging ...
How Fixed Annuities Beat Mutual Funds in a DOL Fiduciary Rule Asset Table | ThinkAdvisor
ThinkAdvisor· 2 days agoThe answer to 10-year asset growth lies deep in the heart of Federal Reserve financial data.
Retirees: Protect Yourself From Financial Ruin with This Expert Advice
Cheapism via AOL· 5 days agoIf retirement's near, take a serious look at how you plan to spend your golden years and your income...
Private equity’s latest trade: The financial futures of millions of retirees
Semafor via Yahoo Finance· 2 weeks agoRegulators and workers are worried, and recent lawsuits challenge the plans of AT&T, Lockheed and...
Here’s How Many Years Retirees Should Be Financially Prepared To Live, According To New Data
GoBankingRates via AOL· 4 days agoRetirement planning is one of the most important -- and potentially most daunting -- things you'll...