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Promoting Lifetime Annuities in 401(k) Plans May Violate CFA Fiduciary and Ethical Standards
The Commonsense 401(k) Project 
[Opinion] Dec. 17, 2025 "CFA charterholders are bound not only by applicable law (including ERISA), but by an independent professional code that places client interests, transparency, and integrity of the profession above product sales or industry narratives.... [A]ctively recommending annuities in 401(k) plans may run afoul of multiple CFA Institute standards, particularly where the risks and conflicts inherent in annuities are minimized, obscured, or ignored." MORE >> |
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