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How Does ERISA Apply to Annuities?
The Knowledge Group Link to more items from this source
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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