Nicholas Pension Consultants
Nova 401(k) Associates
Compensation Strategies Group, Ltd.
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|How Annuities Can Fit Into a Fiduciary's Planning Process (PDF)|
Broadridge Fi360 Solutions
Mar. 22, 2021
25 presentation slides. Topics:  The current state of annuity product types;  State of the market of DC annuities -- from a regulatory and operational perspective;  Products available and in development, Methods for evaluating annuities;  Determining when to include annuities in plan;  Placing plan annuities in context of broader financial planning; and  Predictions on how the institutional annuity space may evolve.
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