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Variable Deferred Annuities Department of Labor (DOL)

Morgan Lewis

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

Morgan Lewis on

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

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