The 2024 Game Plan for In-Plan Annuities

March 8, 2024 by Brian Anderson

We’ve heard it before. Annuities within workplace retirement plans are poised for explosive growth, with doors opened by friendly provisions within the SECURE Act and SECURE 2.0 and ramped-up demand from a wave of “Peak 65” 401(k) participants looking to turn a part of their account balance into a guaranteed stream of lifetime income.

But the long road to winning over plan sponsors and participants has been an uphill one filled with roadblocks that has kept most players on the sideline to date.

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Originally Posted at 401k Specialist Mag on February 23, 2024 by Brian Anderson.