Article
Market recap: Fourth quarter 2021
We take a look at the S&P 500 Index, Russell 3000 Index, and others, along with the U.S. equity, non-U.S. equity, and U.S. fixed income.
SECURE Act: A dive into individual annuities in retirement plans
By Ian Laverty
06 March 2020
This article takes a deep dive into changes stemming from the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and provides additional insight into the new law, particularly as it relates to individual annuity contracts. The changes made by SECURE that open up opportunities for individual annuity carriers relate to two primary topics: fiduciary responsibility and portability.
Explore more tags from this article
About the Author(s)
Ian Laverty
INSIGHT
Related Milliman Insight
SECURE Act: A dive into individual annuities in retirement plans
This article takes a deep dive into changes stemming from the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and provides additional insight into the new law, particularly as it relates to individual annuity contracts.
Ian Laverty