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2020-Firm
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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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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DIETRICH and ANNUA had a very busy fall and winter with their growing philanthropic involvement. The marathon kicked off with sponsoring and volunteering at the Special Olympics of Pennsylvania’s Annual Fall Fest at Villanova University. In addition to the Fall Fest, DIETRICH and ANNUA also sponsored Special Olympics of Pennsylvania’s Philadelphia Polar Plunge at Drexel...
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