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Fringe Benefit Group
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Growing Area of Focus in Litigation: Fixed Annuity Products in Retirement Plans

Multnomah Group

July 11, 2025
On-Demand
Webinar

A new area of class action litigation is on the rise - general account fixed annuity products used as cash alternatives in retirement plans.

These products are being evaluated for:

  • Comparative yield vs. other fixed annuities
  • Credit quality and risk
  • Liquidity provisions (even at the participant level)
  • Contract structure and guarantees

As a fiduciary, understanding these elements is critical to ensuring your plan lineup is both competitive and compliant.

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