January 27, 2020

DIETRICH’S ANNUA Answers the Call to Recently Passed Secure Act with ANNUA Direct Quote

Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act includes reforms for Defined Contribution retirement plans. Most notably, plan sponsors are granted a Safe Harbor when offering in-plan annuities, and plan sponsors must disclose the amount of lifetime income that their participants’ accounts are expected to generate in retirement.
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