Tag: Annuities

More Needed in Proposed Annuity Safe Harbor Legislation

Speaking about RESA, J. Mark Iwry, nonresident senior fellow - Economic Studies at the Brookings Institution, said during an event, “If the legislation cannot be changed, maybe regulations following passage of the legislation can shore up the safe harbor.”

PANC 2018 – Top Trends

A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined contribution plans need to address retirement income solutions.