Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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How Does ERISA Apply to Annuities?
The Knowledge Group Aug. 12, 2019 "ERISA applies to a plan that an employer establishes to provide retirement or deferred income to its employees. But there are, of course, some very important exceptions, and sometimes a life insurance company will focus its annuity sales solely on plans exempt from ERISA. But each of the exceptions come with traps that should be kept in mind." |
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