The New Income Projection Rules For Defined Contribution Plans

Richard L Kaplan, Barry Federici

Research output: Contribution to journalArticlepeer-review


The SECURE Act enacted at the end of 2019 requires that defined contribution retirement plans provide plan participants with projections of how much monthly income their accumulated balances will generate upon their retirement. This article analyzes the new Labor Department regulations that go into effect on September 18, 2021 and suggests various revisions, including an explanation of likely tax consequences.
Original languageEnglish (US)
Pages (from-to)897-906
Number of pages11
JournalTax Notes Federal
StatePublished - Aug 9 2021


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