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SECURE Act, Secure Lifetime Income Options Now!


Feb. 6, 2020
Recorded Online

Join ANNUA for a very informative session and walk away with the tools plan fiduciaries, plan sponsors, plan advisers, administrators and record keepers need to meet SECURE Act's disclosure requirements when offering in-plan annuities.

A live demo of ANNUA Direct Quote (ADQ), a newly released tool for plan sponsors and their advisers to offer in-plan annuities will be given. ADQ is the industry’s first, online real time individual annuity quotation platform. It is a tool for plan sponsors, participants and retirement plan advisers to obtain current market pricing for guaranteed lifetime income at retirement.

Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act includes reforms for Defined Contribution retirement plans. Most notably, plan sponsors are granted a Safe Harbor when offering in-plan annuities, and plan sponsors must disclose the amount of lifetime income that their participants’ accounts are expected to generate in retirement.

ANNUA is pioneering lifetime income features within 401k/403b plans by helping employees build a guaranteed monthly income for life, while eliminating the long-term liabilities, financial risk or cost associated with traditional pensions.

More Information, How to Register

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