Topic
Annuities
203 published works
Pennsylvania Family Law
SHOULD YOU CONVERT YOUR IRA/401K TO AN ANNUITY?
This is an odd topic for a family law blog until I started to think about. Today’s on line Marketwatch website featured an article by Chris Farrell about whether retirees…
ERISA Litigation Advisor
District Court Rejects Reasonableness Requirement for “Actuarial Equivalence” Used to Calculate Alternative Annuities
By Rachel Therese Gulotta, Robert W. Rachal
On March 4, 2022, the District Court for the District of Massachusetts dismissed, pursuant to Fed. R. Civ. P. 56, ERISA claims brought by a former employee who retired early…
Elder Law Issues
“Certified Senior Advisor” is Really an Annuity Salesman
The story is sadly familiar. An elderly individual, seeking to get estate planning done inexpensively, seeks legal help from a non-lawyer paralegal. The paralegal identifies himself as a “Certified Senior…
Structured Settlements 4Real® Blog
“My Structured Settlement Payments Are Late’ What Happened?
By John Darer
by John Darer CLU ChFC MSSC CeFT RSP CLTC Structured settlement payments should not be late, "for their very important date", with you. If payments are sent by mail, the…
The Securities Law Blog
Total Annuity Sales Up 40%, Highest Since Great Recession
Total Annuity Sales Up 40%, Highest Since Great Recession Sales were driven by a strong economy and pent-up demand amid Covid uncertainty, said SRI.
The Business of Benefits
The 403(b) “Qualified Plan Distribution Annuity Contract” Under SECURE Section 109
By Robert Toth
You may've noticed that the SECURE Act introduced yet another new twist to the 403(b) world: the Qualified Plan Distribution Annuity Contract ("QPDAC"-you may want to look at my prior…
The Business of Benefits
QPDAC, DIA, QLAC, QPDA, GLWB, FIA, VA, RILA and Others: Welcome to the World of DC Lifetime Income
By Robert Toth
This is a pretty exciting time in the DC marketplace. Years of work from a number of different quarters seem to be finally beginning to coalesce on the notion of…
Structured Settlements 4Real® Blog
Minnie Strucuture | Chronovo’s Baffling Statistics About “Strucutures”
By John Darer
by Structured Settlement Watchdog What does the Sphinx's Riddle tell you about structured settlements? Apparently April 6, 2021 was Pizza (pie-chart) night at the Chronovo Chronicle (see meme excerpt below,…
The Business of Benefits
A Frank-and Fun-Conversation on Annuities with Mike Webb
By Robert Toth
Mike Webb, (formerly of Cammack Consulting, now being part of Captrust) who has been one of the true 403(b) thought leaders in the country for a number of years, runs…
Latham.London
Landmark Judgment Rules in Favour of Latham Client Rothesay Life Plc
Court of Appeal sets out correct approach to transfer of long-term Insurance. By Victoria Sander, Jon Holland, Alex Cox, and Duncan Graves Latham & Watkins has won an appeal on…