"IRS Notice 2014-66" "Lifetime Income" "DOL Lifetime Income Information Letter" "401(k) Annuitization" "401(k) Lifetime Income"

Subscribe to "IRS Notice 2014-66" "Lifetime Income" "DOL Lifetime Income Information Letter" "401(k) Annuitization" "401(k) Lifetime Income"

Notice 2014-66 Addresses Lifetime Income’s “Relevancy” Problem

By Robert Toth on November 5, 2014

Posted in Lifetime Income

One of the biggest challenges facing the task of wider implementation of retirement security through use of DC lifetime income has been the question of relevance. Quite frankly, plan sponsors and their advisors really have not seen the whole idea of lifetime income as relevant to their own plans and practices. It really hasn’t been…

Robert TothPrincipal

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.

Conni 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.