Milken Institute Supports Steps to Increase Adoption of In-Plan Lifetime Income Solutions
The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, refining safe...
Tag: annuity provider selection safe harbor
Cover Story
A Season for Change
Advising clients about the SECURE Act’s new lifetime income safe harbor.
Can Congress Help Change Sponsors’ Take on In-Plan Annuities?
Experts believe the annuity provider selection safe harbor provision in the Retirement Enhancement and Savings Act could limit fiduciary liability...
Bill Would Provide New Safe Harbor for Annuity Provider Selection
U.S. Representatives introduced the Increasing Access to a Secure Retirement Act.