Video March 11, 2021

Annuity purchases: Fiduciary responsibility

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With the first installment of our annuity purchase video series we discuss the fiduciary responsibility of a pension plan sponsor.  What exactly are the fiduciary responsibilities with a pension plan annuity purchase? In this 5-minute video our annuity purchase experts discuss the important items that plan fiduciaries need to be aware of to implement a successful annuity purchase including an understanding of whether or not their service providers are acting in a fiduciary capacity.

View our second installment on fiduciary arrangements here.

R&M pension risk transfer services

We are dedicated to making the annuity purchase process simple and transparent for pension plan sponsors and their advisors.

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