Request for Information Regarding Lifetime Income Options for Participants and Beneficiaries in Retirement Plans

40 organizations filed 40 public comments on Request for Information Regarding Lifetime Income Options for Participants and Beneficiaries in Retirement Plans, at the Employee Benefits Security Administration. The comment window closed 5930d ago.

Abstract

The Department of Labor and the Department of the Treasury (the ‘‘Agencies’’) are currently reviewing the rules under the Employee Retirement Income Security Act (ERISA) and the plan qualification rules under the Internal Revenue Code (Code) to determine whether, and, if so, how, the Agencies could or should enhance, by regulation or otherwise, the retirement security of participants in employersponsored retirement plans and in individual retirement arrangements (IRAs) by facilitating access to, and use of, lifetime income or other arrangements designed to provide a lifetime stream of income after retirement. The purpose of this request for information is to solicit views, suggestions and comments from plan participants, employers and other plan sponsors, plan service providers, and members of the financial community, as well as the general public, on this important issue.

Commenters (40)

• 592: Doermer Business Indiana University/Miller; Stumph 04212010unverified attribution

  1 filing · confidence 70%
• 596: International Association of Machinists and Aerospace Workers/Buffenbarger 04192010trade assoc.

  1 filing · confidence 85%
• 616: Initiative on Financial Security at Aspen Institute/Perun 04292010trade assoc.

  1 filing · confidence 85%
• 626: Individual Finance Insurance Decisions Centre at Fields Institute/Milevsky;Moore; Promislow; Young 04302010trade assoc.

  1 filing · confidence 85%
• 628: Pension Consultants Inc./Wiley; Zielinski 04302010unverified attribution

  1 filing · confidence 70%
• 629: Institutional Retirement Income Council/Reish 04302010trade assoc.

  1 filing · confidence 85%
• 632: Profit Sharing/401k Council/Ferigno 05032010trade assoc.

  1 filing · confidence 85%
• 637: American Council of Life Insurers/Welsh; Szostek; Salinas 05032010trade assoc.

  1 filing · confidence 85%
• 639: FMR LLC FIdelity Investments/Haines; Kant 05032010unverified attribution

  1 filing · confidence 70%
• 641: Committee of Annuity Insurers/McKeever 05032010trade assoc.

  1 filing · confidence 85%
• 646: American Benefits Council/Jacobson 05032010trade assoc.

  1 filing · confidence 85%
• 647: Lincoln Financial Group/Kolhoff 05032010unverified attribution

  1 filing · confidence 70%
• 649: ERISA Industry Committee (ERIC)/Ugoretz 05032010trade assoc.

  1 filing · confidence 85%
• 654: Women's Institute for a Secure Retirement (WISER) 05032010trade assoc.

  1 filing · confidence 85%
• 656: Defined Contribution Institutional Investment Association/Minsky 05032010trade assoc.

  1 filing · confidence 85%
• 657: Association for Advanced Life Underwriting 05032010trade assoc.

  1 filing · confidence 85%
• 661: Senate Committee on Aging/Kohl 02052010trade assoc.

  1 filing · confidence 85%
• 662: Pension Research Council at Boettner Center at Wharton School of University of Pennsylvania 05032010trade assoc.

  1 filing · confidence 85%
• 664: American Equity Life Insurance Company/Berenson 050320102010unverified attribution

  1 filing · confidence 70%
• 676: Fund Democracy; Consumer Federation of America; Consumer Action/Bullard; McEldowney; Roper 05032010trade assoc.

  1 filing · confidence 85%
• 679: The Financial Services Roundtable/Whiting 05032010trade assoc.

  1 filing · confidence 85%
• 683: Allianz Life Insurance Company of North America/New York 05032010unverified attribution

  1 filing · confidence 70%
• 689: Retirement Income Industry Association 05032010trade assoc.

  1 filing · confidence 85%
• 698: National Association for Fixed Annuities (NAFA)/O'Brien 05052010trade assoc.

  1 filing · confidence 85%
• 712: National Coordinating Committee for Multiemployer Plans/DeFrehn 05042010trade assoc.

  1 filing · confidence 85%
• 713: Savings Coalition of America 04302010trade assoc.

  1 filing · confidence 85%
• 726: Tube Processing Corp./VanderMeer 03252010unverified attribution

  1 filing · confidence 70%
• Air Line Pilots Association, Int'ltrade assoc.

  1 filing · confidence 97%
• Inc./Alfred; Herman 05042010unverified attribution

  1 filing · confidence 70%
• Inc./Bellerson 03052010unverified attribution

  1 filing · confidence 70%
• Inc./Berkowitz 04272010unverified attribution

  1 filing · confidence 70%
• Inc./Castille 05032010unverified attribution

  1 filing · confidence 70%
• Inc./Conley 05032010unverified attribution

  1 filing · confidence 70%
• Inc./Dietrich 04192010unverified attribution

  1 filing · confidence 70%
• Inc./Goldbrum 02052010unverified attribution

  1 filing · confidence 70%
• Inc./Keller 05032010unverified attribution

  1 filing · confidence 70%
• Inc./McCool 05032010unverified attribution

  1 filing · confidence 70%
• LLC/Breen 04302010unverified attribution

  1 filing · confidence 70%
• LLC/Tomlinson 04222010unverified attribution

  1 filing · confidence 70%
• U.S. Chamber of Commerce

  1 filing · confidence 97%