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  • SECURE Act 2019- A world of opportunities for annuity carriers
    Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity ... annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored Defined ...

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    • Authors: Ian Michael Laverty
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Annuity Clearinghouse Proposal
    Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers to ... This addresses the lack of portability that is associated with, and discourages the use of, defined contribution ...

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    • Authors: Beverly Orth
    • Date: Aug 2011
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: The Independent Consultant
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans