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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Compass
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Anchor 3(16) Fiduciary Solutions
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Mergers & Acquisition Specialist Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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BPAS
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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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Plan Sponsor Considerations for In-Plan Annuity Offerings
Kutak Rock LLP 
July 1, 2025 "This article ... explain[s] the safe harbor requirements for annuity offerings, which vary depending on the type of annuity selected and the manner in which it is offered.... [T]he decision to offer (or not) an annuity product is subject to the general fiduciary duties in ERISA ... Additional fiduciary considerations arise that vary depending on the type of annuity offered and how it is offered." MORE >> |
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