Compliance | March 1st, 2019 ERISA Annuity Safe Harbor Bill Introduced in House H.R. 1439, known as the Increasing Access to a Secure Retirement Act, would establish a stronger Employee Retirement Income Security...
Compliance | September 27th, 2018 Annuity Selection Safe Harbor Tacked Onto Retirement Bill The House Ways and Means Committee Chairman submitted an amendment to the Family Savings Act.
Data and Research | January 19th, 2018 Fiduciary Questions Still Stymie In-Plan Income for Many Sponsors Plan sponsors cite a number of reasons for being unlikely to offer an annuity-type product in the near term; top...
Compliance | December 14th, 2017 Congressmen Introduce SAVE Act The bill would facilitate lifetime income disclosure, clarify the current annuity selection safe harbor and expand access to multiple employer...