Compliance | May 5th, 2022 INFORM Act Seeks Expanded Lump-Sum Payment Disclosures Proponents say the bill will require pension plan sponsors to provide participants and beneficiaries with critical information about the tradeoffs...
Administration | August 23rd, 2021 What DC Plan Participants Should Know About Their Own ‘Funded Status’ Plan sponsors can help participants understand how interest rates and inflation affect lifetime income disclosures to help them avoid panicking...
Opinions | July 3rd, 2018 Barry’s Pickings: We Need Standardized Lifetime Income Disclosure, ASAP Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses support for—and some opposition against—providing lifetime income disclosures...
Compliance | December 14th, 2017 Congressmen Introduce SAVE Act The bill would facilitate lifetime income disclosure, clarify the current annuity selection safe harbor and expand access to multiple employer...