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

Multnomah Group

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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