February 20, 2020

The SECURE Act: A Discussion of the Safe Harbor for Selecting Guaranteed Income

Audiocast

Overview

The SECURE Act of 2019 includes a provision that creates a fiduciary safe harbor for selecting the insurance company to provide guaranteed retirement income, which would include annuities, for participants. The Act also includes provisions for projecting retirement income and for portability of the guaranteed income products. This program introduces those provisions, and then focuses on the safe harbor and what it does and doesn’t do.

  • The provisions of the fiduciary safe harbor for selecting insurance companies.
  • What fiduciaries must do to obtain the protection of the safe harbor.
  • What the safe harbor covers and what it doesn’t.
  • The roles of recordkeepers and advisors in guaranteed retirement income.
Listen to the Recording

Services and Industries

The Faegre Baker Daniels website uses cookies to make your browsing experience as useful as possible. In order to have the full site experience, keep cookies enabled on your web browser. By browsing our site with cookies enabled, you are agreeing to their use. Review Faegre Baker Daniels' cookies information for more details.