DOL’s Retirement Income Initiative - DC Plan Lifetime Income Products

The Presentation:
The DOL and Treasury are enabling (perhaps pushing?) the conversion of defined contribution plan accounts to lifetime income arrangements. Wally Lloyd is a expert on alternatives to lump sum distributions from individual account plans.

He will demystify DOL and Treasury guidance on participant information about lifetime income options, including QLACs and other annuity options.

About our Speaker:
Waldan Lloyd, JD, Shareholder, Callister, Nebeker, & McCullough

Listed in the 2016 edition of Best Lawyers in America® Waldan Lloyd’s expertise includes all forms of retirement plans, as well as VEBAs, welfare benefit programs, cafeteria plans, and COBRA compliance. Clients' plans range in size from single participant plans to those covering tens of thousands of employees.

Walden also provides consulting on ERISA compliance matters, fiduciary breaches, violations of ERISA; employee benefit claims; plan mergers and spin-offs; leveraged ESOP buy-outs; prohibited transaction exemptions, IRS plan audits, DOL investigations and PBGC audits of plan terminations.

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