Skip to main content

SECURE Act: A dive into individual annuities in retirement plans

ByIan Laverty
6 March 2020

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. The changes made by SECURE that open up opportunities for individual annuity carriers relate to two primary topics: fiduciary responsibility and portability.


Explore more tags from this article

About the Author(s)

Ian Laverty

We’re here to help