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New Push for Annuities in 401(k) Plans

***UPDATED: March 20, 2018*** On the heels of a report from the Treasury Department that encouraged plan sponsors to offer annuities in 401(k)s, the Senate has introduced new bipartisan legislation. The bill, the Retirement Enhancement and Savings Act of 2018, is very similar to legislation …

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Working With RMDs

Many of us spend the majority of our working lives stashing money aside in a variety of retirement funds, just waiting until we’re able to finally enter our Golden Years. But did you know that you can’t keep your retirement funds in those accounts indefinitely? …

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QLACs Hedge Against Longevity Risk

For those nearing or in early retirement, the fear of running out of money is a very real concern. Enter the qualified longevity annuity contract, or QLAC. With this relatively new option, you can invest up to 25% of the total balance of your IRAs …

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Wells Fargo and MetLife Partner for New QLAC

In an effort to help their clients eliminate the risk of outliving their retirement income, Wells Fargo Institutional Retirement and Trust has partnered with MetLife to offer a new annuity option. According to a recent article from PLANSPONSOR, MetLife Retirement Income Insurance is qualifying longevity …

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