November 2, 2022 – Principal and Managing Director, Rick Tasker was featured in Financial Advisor Magazine to discuss ‘When Annuities Came To 401(k)s.’ “Plan sponsors must follow guidelines and rules to qualify for the safe harbor,” says Tasker. He goes on to explain that to that end, the plan sponsor has to file annual benefit statements and fee disclosures, as well as allow members to transfer their annuities to an IRA or other retirement plan if the sponsor phases out the option. Read the full piece here: https://bit.ly/3Dt0FTy
