Compliance March 1st, 2019 Bipartisan Bill Introduced to Create ERISA Annuity Safe Harbor Two members of the U.S. House of Representatives, one a Democrat and the other a Republican, have introduced H.R. 1439, known as the Increasing Access to a Secure...
Compliance September 27th, 2018 Amendment Would Add Annuity Selection Safe Harbor to Retirement Bill The amendment is a fiduciary rule safe harbor for the selection of a lifetime income provider for retirement plans.
Compliance December 14th, 2017 Lawmakers Introduce Legislation to Increase Plan Access and Lifetime Income In addition to expanding access to MEPs, the bill would facilitate lifetime income disclosure and clarify the current annuity selection safe harbor.