Seeking certainty in an uncertain world
As the world evolves, so must retirement
It's not a crisis if you see it coming
A retirement plan that actually lets you retire
Key considerations for retirement plan spousal rights and payment options
The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for most retirement plans to provide protection for the participants in those plans.
Critical Point Episode 38: Surprises and obstacles SECURE 2.0 could present for plan sponsors and HR professionals
We discuss potential surprises and obstacles plan sponsors and HR professionals may face as a results of SECURE 2.0 going into effect.
SECURE Act: A dive into individual annuities in retirement plans
This article takes a deep dive into changes stemming from the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and provides additional insight into the new law, particularly as it relates to individual annuity contracts.
Making the fiduciary case for annuities
More can be done by representatives of the fiduciary advice, annuity, and technology industries working together both to overcome negative perceptions and to better integrate annuities into the holistic planning solutions that fee-based advisers use.
