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Back to the Future: The Return of Fixed Annuities in Defined Contribution Retirement Plans

Multnomah Group

May 28, 2014
Recorded Online

Powerpoint slides.

Once banished to the hinterland of defined contribution plans, the prospect of using fixed annuities in the accumulation and payout phases is being revisited. During accumulation, fixed annuities provide stability of principal generally at higher rates of return than are currently available through registered money market products. In the payout phase, a number of proposals have been made to improve the attractiveness of annuitizing defined contribution accumulations to reduce the risks associated with increasing life expectancies.

In this presentation, Multnomah Group and Moss Adams will review the operational and fiduciary issues related to using fixed annuities in retirement plans as well as the accounting and operational impacts of their use.

Learning Objectives:

What are annuities in the context of defined contribution plans?

How should plan sponsors evaluate the costs and benefits of annuities?

What considerations should plan sponsors have in communicating those costs and benefits to participants?

How do annuities and annuitization impact the accounting and audit aspects of plan management?

What is on the horizon for annuities in retirement plans?

Continue by clicking on the following link:

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