IRS Private Letter Rulings Add Fuel to Fire On Lump-Sum Offers, De-Risking Debate

IRS Private Letter Rulings Add Fuel to Fire On Lump-Sum Offers, De-Risking Debate

06/24/14

Five recent Internal Revenue Service private letter rulings allowing defined benefit plans to offer lump-sum benefit distributions to participants already receiving benefits are likely to encourage more employers to jump on the de-risking bandwagon, especially at a time when many employers are expressing interest in decreasing the impact of plan risks on their balance sheets.

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