October 03, 2011

Fiduciary Considerations for Insured Retirement Income Products: Guaranteed Withdrawal Benefits

Los Angeles partners Fred Reish and Bruce Ashton discuss important fiduciary considerations for evaluating insured retirement income products.


The article focuses on a new generation of insurance products designed to address the concern of whether employees will be able to live on their 401(k) savings in retirement, however, the principles discussed herein apply to any products with insured guarantees, including deferred annuities and guaranteed minimum income products.

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