Topic
Annuities
184 published works
The D&O Diary
From Investigation to Litigation: Private Credit Scrutiny Fuels New Claims
By Sarah Abrams
What began as regulatory inquiries involving Los Angeles Dodgers (and until recently Los Angeles Lakers) owner Mark Walter and affiliated insurance companies has now expanded into civil litigation, bringing renewed…
The Business of Benefits
The Phantom “In Plan Annuity” in CIT Based DC Lifetime Income Programs
By Robert Toth
The DOL’s proposed prudence safe harbor regulations have pretty much made it “table stakes” for some responsible person somewhere to read and understand any annuity contracts on behalf of the…
The Business of Benefits
Check Out How the Governing State of Your Lifetime Income Program Annuity Is Being Set Up
By Robert Toth
This topic has never been one that has much concerned either analysts or operators of programs which involve the purchase by a DC plan of an annuity contract. This one…
Pennsylvania Divorce and Domestic Relations Blog
Should an Annuity be Part of the Wealth Plan?
By Mark Ashton
I have been searching for a balanced and informative article discussing the benefits and risks associated with annuity-based income. The basics of annuities are that you deposit funds with “old,…
The Business of Benefits
The 4 “Non-Alt Asset” Things A DC Annuity Can Do
By Robert Toth
InsureReinsure
NAIC Signals Potential Tightening of Annuity Illustration Practices
By Paige Waters
Regulatory Landscape In 2026, the NAIC Life Insurance and Annuities (A) Committee, chaired by Iowa and vice chaired by Michigan, is largely focusing on annuity sales practices, including annuity buyers…
The Business of Benefits
Annuities in DC Plans Are Normal
By Robert Toth
An important and separate “tool,” if you will, in the professional’s portfolio for use in assessing and understanding the manner in which any lifetime income program will fit into any…
Your ERISA Watch
Your ERISA Watch – Week of October 1, 2025
There was no notable decision this week for us to highlight, but the courts were certainly still busy tackling the full spectrum of ERISA-related issues. Read on to learn about…
Pennsylvania Divorce and Domestic Relations Blog
Where to Invest Today. Are Annuities a Place to be?
By Mark Ashton
Lawyers are not in the investment business. But, we kind of are in a world where we divide assets in divorce. And, as we noted recently, the real goal of…
The Business of Benefits
Meaningful Lessons From DOL’s “Withdrawal of Withdrawal” of Plan Annuity Regs
By Robert Toth
As part of the DOL’s efforts under Executive Order 14192, titled Unleashing Prosperity Through Deregulation (90 FR 9065, Feb. 6, 2025), the Department undertook to withdraw two seemingly innocuous annuity…