Fiduciary
A fiduciary is legally obligated to act in the best interest of the person or entity they are representing. In other words, they have a fiduciary duty or obligation to their client. In the world of financial advisors, only independent Registered Investment Advisors have fiduciary responsibility.
Achaean Financial is Proving Innovation is Alive and Well in the Annuity Business
Lorry Stensrud, a seasoned executive turned entrepreneur, is on the leading-edge of retirement income product development with his new Venture Achaean Financial.
Achaean’s Income Plus+ product provides a relatively high level of guaranteed starting income while maintaining both...
New Fiduciary Standards
Submitted by Anonymous on
Is anyone up-to-speed on the new DOL regulations that might apply to advisors who work with retirement plan sponsors?
Thanks.
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Annuities through Employers
Submitted by tom on
There is a good article in CFO Magazine that discusses in-plan annuities--in other words, annuities within defined contribution
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Top Ten Annuity Buying Tips
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