Marla Kreindler

Marla Kreindler

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IRS and DOL Issue Guidance on Including Deferred Annuities in Target Date Funds

Guidance addresses nondiscrimination, qualified default investment alternative, and annuity safe harbor rules. On October 24, the Internal Revenue Service (IRS) and the U.S. Department of Labor (DOL) each issued...more

11/19/2014  /  Defined Contribution Plans , Department of Labor (DOL) , Internal Revenue Code (IRC) , IRS , New Guidance , Target Date Funds , Variable Deferred Annuities
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