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  • Annuity Clearinghouse Proposal
    Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers to offer annuity accumulation products in their defined contribution plans. This addresses the ...

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

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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