Retirement

Intersector Group Notes from September Meeting with Treasury, IRS

Intersector Group notes of its September 2015 meeting with the Treasury Department and Internal Revenue Service. 

Comment / Letter

Comments to Treasury and IRS on Qualified Longevity Annuity Contracts

Pension Practice Council comments to the Treasury Department and the Internal Revenue Service regarding final regulations concerning Qualified Longevity Annuity Contracts (QLACs) and their advantages

Issue Brief

Risky Business: Living Longer Without Income for Life – Information for Current and Future Retirees

time Income Risk Joint Task Force issue brief in the Risky Business series explaining how a retiree can use the concept of “risk sharing” to help manage longevity risk through lifetime payout…

Issue Brief

Risky Business: Living Longer Without Income for Life – Legislative and Regulatory Issues

time Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and regulatory approaches that emphasize financial literacy and education for prospective retirees,…

Issue Brief

Risky Business: Living Longer Without Income for Life – Actuarial Considerations for Financial Advisers

time Income Risk Joint Task Force issue brief in the Risky Business series providing actuarial insights regarding lifetime income planning

Issue Brief

Retiree Lifetime Income: Choices & Considerations

time Income Risk Joint Task Force issue brief explaining general retirement planning considerations.

Issue Brief

Risky Business: Living Longer Without Income for Life – Legislative and Regulatory Issues

time Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and regulatory approaches that emphasize financial literacy and education for prospective retirees,…

Issue Brief

Risky Business: Living Longer Without Income for Life – Legislative and Regulatory Issues

Risky Business: Living Longer Without Income for Life – Legislative and Regulatory IssuesLifetime Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and…

Comments to PBGC on 4010 Reporting Requirements

Pension Committee comments to the Pension Benefit Guaranty Corporation (PBGC) regarding the proposed changes to the §4010 reporting requirements.  

Comments to IRS and Treasury on Suspension of Benefits

Multiemployer Subcommittee comments to the IRS and Treasury on proposed regulations on suspensions of benefits under the Multiemployer Pension Reform Act of 2014.