Annuity purchases: Fiduciary responsibility
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.
Pooled Employer Plans: Investment Lineups & Offerings
Pooled Employer Plans: Investment Lineups ...
Article July 29, 2022 Pooled Employer Plans: Investment Lineups & Offerings Written by Tom Cassara…5 min read
Pooled employer plan design: Flexibility vs Mandates
Pooled employer plan design: Flexibility ...
Article June 27, 2022 Pooled employer plan design: Flexibility vs Mandates Written by Tom Cassara…3 min read