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Retirement Planning
Chapter 7: Plan Installation & Administration/LIFETIME INCOME ILLUSTRATIONS
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Chapter 7: Plan Installation & Administration

LIFETIME INCOME ILLUSTRATIONS

01.Core Concepts

• Defined contribution plans are required to include with individual account statements two illustrations of a parti cipant’s account balance converted to a lifetime income equivalent: 1. Single life annuity (SLA), and 2. Qualified joint and survivor annuity (QJSA) – at least annually