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Making Sense of Retirement Plan Layers and Complexities

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QPDAC, DIA, QLAC, QPDA, GLWB, FIA, VA, RILA and Others: Welcome to the World of DC Lifetime Income

By Robert Toth on August 23, 2021
Posted in Lifetime Income, QLAC, SECURE Act

This is a pretty exciting time in the DC marketplace. Years of work from a number of different quarters seem to be finally beginning to coalesce on the notion of  sanely “decumulating” assets from DC plans.  I wonder if a measure of this all may not be the growing catalog of acronyms associated with annuities,…

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Toth Law and Applied Pension Professionals support service providers who develop, distribute and maintain retirement plan products and services, as well as fiduciaries, boards, plan sponsors and individuals using these products. We provide unbiased advice related to complex product issues, ongoing administration and process improvement, and plan corrections.

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Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement…

Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans.

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Photo of Conni TothConni TothManaging Pension Consultant

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial…

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial services industry.

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