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Duties With Regards to Annuities

The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act and, in some ways, the market crash caused by the COVID-19 pandemic have put a greater focus on providing guaranteed lifetime income for defined contribution (DC) plan participants.
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Five Steps to Creating Employee Retirement Security

According to MetLife’s latest research, nearly all workers and retirees (95%) say it’s important for retirees to have a source of guaranteed income they cannot outlive.1 With the ongoing shift from defined benefit (DB) pension plans to defined contribution (DC) plans, employees are required to assume more responsibility for making sure their savings lasts throughout...
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COVID-19 Compliance Corner: The Waiver of 2020 Required Minimum Distributions

The Coronavirus Aid, Relief and Economic Security (CARES) Act suspended required minimum distributions (RMDs) due to be made in 2020 for many retirement plans and all individual retirement accounts (IRAs).
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Pandemic Creates Pension Plan Tension: Take the Lump Sum or Trust Lifetime Payments

As many companies work to regain their financial footing in the midst of continuing economic uncertainty caused by the coronavirus pandemic, a retiring worker’s decision to take either a lump sum or lifetime payments from their pension could boil down to one factor: whether they think the employer will be able to meet its long-term...
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DIETRICH’s ANNUA and KTRADE Alliance Partner to Offer Clients Lifetime Income Options

In anticipation of their client’s evolving needs, ANNUA and the KTRADE Alliance have teamed up to offer annuity options via ANNUA’s recently released, ANNUA Direct Quote.
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Is Your Retirement Plan at Risk Due to the COVID-19 Crisis

We have been following the devastating effects of the current COVID-19 crisis, and while the human cost is far more important, there is also an economic component that is affecting everyone. Many individuals have lost their jobs, businesses are on the brink of economic collapse, and our healthcare system is being stretched to its limits.  We hope that everyone...
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SECURE Act Roundtable

The defined contribution industry is celebrating major legislation, the SECURE Act, that passed Congress in December 2019, moving the needle forward on retirement security for employees.
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How to Avoid Running Out of Money in Retirement

In the past decade, quite a bit has changed. First, since the last recession, the country has seen a shift from employer-based retirement offerings, such as pensions, toward a more do-it-yourself approach.
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Annuities are Heading to 401(k)s

The SECURE Act provided a gateway to get annuities into 401(k)s, and many plans could begin to incorporate those insurance products as soon as this year.
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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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