The sale of annuities in qualified plans has been a controversial subject over the years and the target of a number of law suits alleging that the practice is inappropriate. Lately there have been some new developments on this front that should give insurers pause, although some industry leaders still feel quite optimistic about the continued use of annuities in these settings...
“Making Qualifications” – Latest Objections to Annuities in Qualified Plans
Steven D. McDonnell