Annuitization from DC plans suffers from the lack of clarity on a number of key technical rules, which need to be resolved before such annuities can be widely implemented. The IRS has taken a major step in its issuance of PLR200951039, a complex PLR which- for the first time-defines what an annuity really is
Spousal Consent
ERISA and Mom
By Robert Toth on
Posted in General Comment
ERISA really did create some fundamental changes that has broad personal affect. This reposting of a blog I wrote last year provides a good Mother’s Day reminder of the importance of the work we do:
ERISA wonks such as ourselves tend to get lost in the press of details which seem to flow non-stop …