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Retirement IncomeRisks and Strategies$
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Mark J. Warshawsky

Print publication date: 2011

Print ISBN-13: 9780262016933

Published to MIT Press Scholarship Online: August 2013

DOI: 10.7551/mitpress/9780262016933.001.0001

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Recent and Proposed Legal and Regulatory Developments Affecting Retirement Plan Distributions, Especially Annuities

Recent and Proposed Legal and Regulatory Developments Affecting Retirement Plan Distributions, Especially Annuities

Chapter:
(p.240) (p.241) 10 Recent and Proposed Legal and Regulatory Developments Affecting Retirement Plan Distributions, Especially Annuities
Source:
Retirement Income
Author(s):

Jeffrey R. Brown

Publisher:
The MIT Press
DOI:10.7551/mitpress/9780262016933.003.0010

This chapter discusses legislative changes and public policy ideas affecting plan distribution, and is divided into two main section sets. The first set presents and examines recent legislative and regulatory requirement changes affecting plan distribution. In particular, it explains the changing rules for lump-sum calculations for distributions from pension plans, joint-and-survivor annuities, fiduciary obligations on sponsors of plans with annuities, and minimum distribution requirements affecting life annuities. The second and final set of sections, on the other hand, outlines a variety of public policy ideas in this area, and evaluates their pros and cons.

Keywords:   legislative changes, public policy ideas, plan distribution, regulatory requirement changes, lump-sum calculations, fiduciary obligations, life annuities

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