Compliance January 30th, 2023 SECURE 2.0 Makes a Few Changes to Annuities While not the focus of the bill, annuities gained increased flexibility and availability.
Compliance December 20th, 2022 SECURE 2.0 Bill Contains Popular and Widely Anticipated Retirement Reforms Legislation now needs Congressional approval, along with the budget, and the president’s signature this week.
Compliance February 23rd, 2018 IRI Issues Retirement Security Blueprint The detailed report is aimed at expanding opportunities to save and increasing access to lifetime income products, among other efforts.