Effective July 2, 2014, deferred annuities that meet the criteria for a qualifying longevity annuity contract can be excluded from participant account balances […]
By Betty Meredith, CFA®, CFP®, CRC®
In early February, The Council of Economic Advisers published a report titled “Supporting Retirement for American Families.” The paper summarized the historical shift from traditional DB to 401(k)-type plans and hybrid DB plans, highlighting the problem of decreasing lifetime retirement benefits for American workers, and the […]
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
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